My take, which isn't worth much.

The 400g has always been the focus of the whole industry at this point in time. Poet still has the better 100g and 200g product but the JV will address that market and it doesn't look like it will put the interposer on the map and make a splash that it deserves. The industry has its focus on 400g and beyond. Poet has lagged the big boys to get to 400g since we came late and have a much smaller team and budget. What the PowerPoint shows is that Poet is confident about its advantage at 400g and above given the properties of the interposer.

We need to make a few bucks off some initial 100g/200g products to subsist (no financing) until mid 2023. 400g and above is what matters. We should be caught up to the industry titans then, and hopefully leap-frogging them beyond 800g. 

You can tell that suresh et al, have banked on the future by investing in the innovation side with their university lab and the most recent female hire (name forgotten). That innovation can make poet the defacto future solution. Shareholders live in the now, and sadly poets now is 100g/200g and a game of catch up. By mid 2023, the tables will turn.

I think we need a good partner(s) who can allow us to invest time in more pies. Make the interposer ubiquitous with phototonics in the IOT age.

What do I know?! Good luck to us all