"In fact, at CIOE we’re gonna be demonstrating a 400G lithium niobate transmit solution"

That was discussed at "integrating new materials". Im am not a photonics engineer. Is Lithium Niobate a good solution for common Transcievers or is it some kind of niche solution? If it´s a good fit for all applications, then here we are. As Suresh stated that a 400G transmit solution is the one critical step that enables a clear path to 1,6 TB and beyond one would expect an announcement when it is done. Or is it just me?

In addition:

At 8.35: SV feels supremely confident @ 800G - Nothing about 400G already done.

At 11.55 Completed Design @ 800G - Nothing about 400G already done.

At 18.30 Securing Supply right now and maybe News on this following.

Maybe this 18.30-statement is the showstopper at the moment: Technically 400G is proven, but there is no announcement about it before they are sure they can produce in scale. On the other hand this would be quite strange, as it is a common thing to shout from the rooftop as soon as you have technological proof. And it would help to rise the share price and to move the warrant holders. 

Long story short: If you are right then POET is plain dumb to not announce it. Maybe I should have changed the title...