It doesnt really matter that poets tech is cutting edge. It could be an "on par" component and the company would still be undervalued. The upfront cost to build a team within a larger company to build it themselves is tremendous and takes at minimum 3 years assuming you can even staff the right people - and for timeline that quick youre looking at acream of the crop PHD/Work experience mix which would be difficult to fill regardless of salary (and a sign on bonus). Then you need to contract production. By the time youve developed poets tech, poet has improved theirs. Its just one of those little essential pieces which costs very little to buy but tons to develop. You want ai datacenters capable of streaming an illustrated ai model seamlessly at 4k/8k resolution? Youll have to have poets product, its not "optional" at that point.

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