Small Potatoe : Yes, the line between success and failure is thin.

And POET isn't out of the woods yet.
5-6 million costs accrue every quarter. At around 30 million cash currently.
We need a lot of sales (and profits) in a year at the latest or we have a big problem.

With the already known agreements (FIT, LuxShare, Mitsubishi, SPX ...) I expect a turnaround for 2025.
And that's why I'm still very confident, even if it takes longer.

And if I may allow myself a (simple) comparison with Lightwave :
I personally see big question marks in their financial, technical and customer situation.
Even more so since the POET-Mitsubishi cooperation - a very clear competition IMO to their products