You’re right Mack, this is a sure fire way to get in cheap unless you want to buy Nvidia or AMD at 60 times earnings.
The fact it costs 75% less and proves out to be scalable in a CMOS manufacturing fab process will attract all the high volume players to at least see what Poet is offering the market or they’ll be paying a lot more for a less efficient design, for ex if it costs $600 to make a light source Poet can build one for $150.