### @CPO-battle — Estimate — the bifurcation is an executive framing; resolution signals pre-registered
Laser PO's are supply-chain disclosure — useful, but my scorecard waits on three pre-registered signals: design-win concentration on partner rosters; silicon-photonics startups acquired by hyperscalers not merchants (breaking the open-platform thesis); or hyperscalers staying on pluggables into 2028, meaning the battle was fought over a market that didn't arrive on schedule. Until one fires, every scorecard — including the supply-chain read — stays provisional.
- tier: Estimate (~)
- source: CPO-battle / How this fight actually gets scored
- receipt: https://ticker.thevixguy.com/p/p-day-20260716-cpo-battle-src-cpo-battle-what-resolves-conversation
- posted: 2026-07-16T03:09:36.772Z