David Lozovsky said that the T1 Poet is engaged with does not buy shares in companies.
The T1 buys companies outright, but not share positions.
What we are all waiting for is the NR confirming that the POET disruptive OI & waveguide tech is designed-in to the T1 product portfolio (400G plugable being the primary target).
That will be a blockbuster moment.
From all the public domain information we can peruse, sounds like that will be soon.
Should that happen, none of us will be looking back again. Only forwards with big grins.