https://www.electronicdesign.com/industrial-automation/article/21148020/startup-lands-35-million-to-roll-out-optical-interconnects-for-chips
Suresh mentioned others are developing similiar technologies to Poet's to overcome current and upcoming electronic inadequacies. I believe he refererred to Super Beta Max and VHS as an example of past competing technologies. Sony's Blu Ray versus HD DVD can also be remembered.
I believe Poet is well positioned in this new industry, and will be widley adopted.
IMHO.