Some very relevant insights are provided in this latest meeting.

For those who want to cut to the chase go to time 1:41 and listen to discussions on how industry is trying to come to terms with dealing with the loss of light and the high cost of active alignment versus low cost passive alignment and wafer level scaling.

A key statement made by the Infinera speaker at time 1:45?

“You can’t lose photons.  They are too expensive to make, so efficiency is really critical. But it can’t be at the cost of adding cost.”

POET has cracked that nut.

https://youtu.be/tHh-z724D2g