"Our vision for the company is to become the global leader in chip-scale photonic solutions by deploying our Optical Interposer technology to enable the seamless integration of electronics and photonics for a broad range of vertical market 

The scale of this statesment is far broader than that of GTs and encompasses a vast amount of commercial experience and acumen that SV brought to this company, acumen and vision that has attracted a great deal of talent to POET. 

Definetly more commercial experiene with SV, but I would say that Geoff's comment "all roads lead to POET", was very broad.