About the company's break-even point, it depends on which option management chooses:

1. Profitable, but slow growth, and potentially loosing market share to others; or

2. Unprofitable, but fast growth, potentially grab a large market share, then cut down costs in the later years as growth has slowed.

Any growth stock these days would choose 2 over 1. Ideally you want both profitability and high growth, but that's very rare and may depend on macroeconomic factors beyond the company's power.

About Vivek's operational update, that update was intended for all POET shareholders, but Shelton was somewhat slow in getting that update out on the POET site, so he took the liberty to post it on Reddit. That is where a lot of shareholders are, after all (nearly 900 people).