I tried to get a closer look into Ayar Labs situation right now.
Ayara Labs are supported by Strategic Investors :
Applied Ventures
Global Foundries
HPE
intel capital
Lockheed Martin
NVIDIA
Ayar Labs promise a lot - at a first view.
At a second view - at least the timeframe - the reality come very down to earth :
Product shipments will be likely in 2-3 years from now.
May be IMO
https://www.hpcwire.com/2024/07/31/ayar-labs-hints-at-product-shipment-in-next-2-3-years/
POET is already there NOW.
So I think as an strategic investor how long will those wait and hope for Ayars' success ?
Or change their investments in the meantime - to POET ?
IMO a very positiv sign with Ayar Labs is : they do a lot the technic to understand for non-techis
This I see helpful also for POET - the photonic in general.