Lots of nuggets in here guys,
This maker potential is so big they admit the need for competitors, bodes well for Celestial AI as they're playing in the same space and are a committed customer.
Bodes well for Poet as we can do it with lasers on the chip, less power to drive them and less heat. They say they sent out samples to their customers (Poet could be involved for the light source) they say that the laser side is very expensive which is where the dfb/dml's come in. Also found the Q&A intersecting as it highlights again the need for an ecosystem to make this a standard and really flourish.
https://www.eetimes.com/at-ayar-labs-its-all-coming-together/
SP