Celestial AI does like Poet (Ewe Sea)https://agoracom.com/ir/POETTechnologies/forums/discussion/topics/793337-confirmation-bias/messages/2391662#message
Sure he has his opinion of how he thinks Poet could better market themselves, but he does say that Poet will prevail.
In my opinion, no one knows anything. I believe though that Poet is very confident because their overall silence is strong. Remember, Poet's Interposer goes inside their customers' products and because of that they do not control the overall marketing. Here's a hypothetic example: would a chipmaker's chip (Poet's customer) that is inside further enhancing the functionality of an iPhone control Apple's marketing of their iPhone? Therefore, how could Poet control the marketing of the chipmakers product enhanced by Poet's Interposer leave the advertising up to Poet? In the end, if Poet is inside a lot of products (in global volume) won't the sales numbers be Poet's event tout of the horn? How does a company get inside most of its targeted customers product? It's about timing and trust. When you are trusted, everyone comes to you when you are good and state of the art, in my opinion.
gilver