Editing Openai/69109937-2170-8005-9304-da49840bb5b9 (section)

==== To test which side is correct, monitor: ====
* POET’s cost per unit (target vs actual) and how it trends.
* Yield and defect rates in production of their optical interposers.
* Implementation of passive alignment in real‐world modules (customer wins, volume ramps).
* Performance (coupling loss, thermal drift, reliability) vs incumbents in actual customer applications.
* Incumbent cost reduction trajectories (active alignment improvements).
* Supply-chain status and capital equipment ramp for POET.

If you like, I can pull up specific figures from the Crux report (e.g., the cost modelling assumptions, sensitivity analyses) and we can compare them to POET’s published metrics or SEC filings — to identify where their assumptions might fail. Would that be helpful?