[35:42]

"Poet represents a multi-billion high-growth market opportunity, first and foremost. We’ve got a robust product development pipeline with a very strong IP position. We work with a very high margin business. Of course, the cost structure associated with the optical interposer itself provides a disruption. And that enables us to keep sustainable cost advantages. We get a disruption and then the standard semiconductor technology processes provide these cost savings as volumes increase. We’ve got unique technology, for mass market commercialization as well as something that is versatile, that can approach solutions that other more integrated technologies cannot approach. It’s a paradigm shift in the way you think about how photonics devices ought to be assembled. And we believe that we can effectively be a de facto standard for how people ought to think about architecting photonics engines and then the future. And of course we have the ability to leverage a lot of scale with our existing joint venture"

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