The technology is ready for the Mass Commercialization
The problem is the deal making, I believe Lebby was too stubborn on getting the deals, plus I'll bet any money he ditched the Tier 2's that he could have closed in Mar-Sep 2024 after the Tier 1's interest swamped him at the OFC in Mar 2024, he would have been smarter not to switch horses mid-stream and closed the smaller deals, and prioritize the Tier 's as best he could behind the existing smaller company deals
Yves was not brought in to advance the technology, he was brought in to get the deals done, even Lebby said that Yves has more/better access to the c-suite corner offices than himself