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

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I recently had a deep dive with ChatGPT about the ongoing discussion around passive versus active alignment and what this means for POET Technologies. We covered topics such as coupling efficiency, current manufacturing partners like Globetronics and NationGate, and the implications of the recent institutional financing at just over seven dollars per share.

The conversation also explored realistic scenarios for POET’s future valuation — from downside risks to base and upside cases — and what assumptions institutional investors are likely making at this stage. It’s not the usual hype or fear, but a structured look at where the company actually stands and what could still go wrong or very right.

Rather than trying to summarize everything here, I’ll just share the link to the full discussion. If you’re following POET closely, it’s worth reading all the details and reasoning behind the numbers.

Link: [link to this ChatGPT thread]