Mar. 17 at 12:27 PM
$POET The AI bottleneck issue is more recent, so anyone complaining they haven’t gotten an order in years, well companies were not ready to spend to fix this issue. Poet also had no capital to meet demands of any large customers until now.
People here think Poet will demonstrate their technology and all these customers will line up and buy it right there by committing millions to it on the spot. That’s not how this work, they are basically a B2B product. Companies need to due diligence on them, test the product, ensure the company can meet demand, service the product, trouble shoot, and develop more products that will benefit them in the future. This is one of the big risk here, however the partnerships are derisking this everyday but most people here do not see that.
