Would rather hear from Suresh, no offence.

Poet claims its "single chip solution is not only the lowest cost approach to photonic integration, it has the added benefits of lower power consumption and smaller size – all by a factor of 2X to 10X compared to conventional solutions."

Rockley claims "Rockley’s differentiated silicon manufacturing technology can produce optical devices, such as silicon photonics-based transceivers, at a competitive cost with relatively low power consumption."

So which is less expensive and uses less power?  How hard would  it be for Poet to get their hands on one of Rockley's 400g transievers and run a comparison.  Poet/Desnelight certainly have the staff to run such a test.

This seems like a good time for Suresh to start showing us what is under the hood rather than just revving the engine.