Looking at their website I can't find much supporting evidence for their claims.  No white papers or major collaborations. So difficult to compare tech.  From the OFC video they appear to be working with Credo on their technology. Sounds very early stages, but certainly interesting.  

It is surprising or frustrating to see such enthusiasm for a tech like this, when POET appears to be doing so much more and are ready to go to market.  Perhaps we'll see something in the coming days.