Agreed, to a limited extent...Rockley's failure is our potential gain.  Otherwise we could clearly point to the contracts/customers we've taken from Rockley.  If we're talking about investment ie. shareholder returns, then we have not seen or realized "our gain".  Platform vs. platform is a great discussion and very worthy of an investment thesis comparison, along with total addressable market etc. etc. etc.  But its cold comfort at best if capital preservation is our real question of the day, as investors. 

Sorry man, I'm deeply financially committed to Poet and it would take something earth shattering to alter my investment in the company thus far, but let's recognize where we are from an investment position right now.