If it's accurate that lots of big time companies are relying on Poet's interposer as a key component in their devices, then I have to think a sizeable player has to take us out. 

A company with Poet's current, limited financial wherewithal, and it's as yet proven ability to mass produce sufficient numbers of interposers, would present a material risk to such big time companies. But what a sweet acquisition for some lucky company that is convinced of the viability of Poet's tech for years to come.