Jan 2, 2019 · 25m · a16z

a16z Podcast | The Cloud Atlas to Real Quantum Computing

Jeff Cordova · 11m spoken Vijay Pande · 6m spoken Sonal Chokshi · 6m spoken
0:00 / 0:00
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In this episode of the a16z Podcast, host Sonal Chokshi along with guests Jeff Cordova and Vijay Pandey explore the fundamental paradigm shifts in hardware, software, and algorithm design required to build practical quantum computing systems. They discuss how cloud accessibility, hybrid classical-quantum architectures, and hyper-exponential scaling will enable early commercial applications in computational chemistry.

How this conversation actually went

Every chapter scored 0–10 on four independent dynamics. Hover any point for the reasoning behind the score. The host holds 26.4% of the talking time here. How this is scored →

The host as informed peer 5.0 Guest teaching 4.4 Guest disagreement 1.1 The host pushing back 2.9
05100:0010:0020:002:27–4:55 · The host as informed peer 4/10 Hybrid Classical-Quantum Computing and Instruction Languages Sonal demonstrates familiarity with hardware acronyms like CPU, GPU, and TPU, and pushes on whether quantum is a discrete step rather than a continuum. Jeff gently corrects her assumption that no instruction language exists for quantum yet by introducing Quill, and reframes system stability.4:55–8:27 · The host as informed peer 5/10 Probabilistic Computing and Simulating Natural Systems Sonal connects probabilistic quantum computing to the historical evolution of statistics and natural language processing data requirements. Vijay and Jeff educate her on noise models, mixed states, and replacing deterministic trajectories with statistical inference.8:27–10:31 · The host as informed peer 4/10 Hyper-Exponential Scaling and the Quantum Advantage Boundary Vijay educates the host on hyper-exponential scaling formulas and the sudden tipping point where quantum machines surpass classical ones. Sonal frames the psychological difficulty humans have in processing non-linear, exponential acceleration.10:31–12:56 · The host as informed peer 5/10 Semiconductor Manufacturing and Mainframe Cloud Analogies Sonal probes Jeff on what specific manufacturing know-how translates to quantum hardware, then extends Vijay's mainframe analogy by discussing time-sharing and inventor unpredictability. Vijay reframes quantum hardware economics away from personal computer ownership model.12:56–15:41 · The host as informed peer 6/10 Quantum Virtual Machines and Software Simulation Strategy Sonal pushes back directly, questioning whether talking about cloud computing for quantum is premature given how long classical cloud infrastructure took to mature. Jeff educates her on Quantum Virtual Machines and software simulators that allow developers to program before physical hardware arrives.15:41–18:24 · The host as informed peer 6/10 Cryogenic Physical Infrastructure and Microservice Architectures Sonal synthesizes enterprise technology adoption behavior, highlighting how hybrid quantum architecture is a physical necessity rather than just a transition phase. Jeff explains the physical infrastructure constraints of cryogenic cooling systems that enforce cloud access.18:24–22:10 · The host as informed peer 6/10 Full-Stack Software Architecture and Startup Agility Sonal directly challenges whether building a full vertical software and hardware stack is feasible for a startup versus tech giants like Google or IBM. Jeff defends the startup advantage by emphasizing agile engineering iteration speeds over scale.22:10–25:14 · The host as informed peer 4/10 Computational Chemistry Applications and Future Horizons Vijay details algorithmic complexity scaling in computational chemistry, explaining why classical supercomputers fail at molecular simulation. Sonal prompts with target questions about classical computational limits.2:27–4:55 · Guest teaching 4/10 Hybrid Classical-Quantum Computing and Instruction Languages Sonal demonstrates familiarity with hardware acronyms like CPU, GPU, and TPU, and pushes on whether quantum is a discrete step rather than a continuum. Jeff gently corrects her assumption that no instruction language exists for quantum yet by introducing Quill, and reframes system stability.4:55–8:27 · Guest teaching 4/10 Probabilistic Computing and Simulating Natural Systems Sonal connects probabilistic quantum computing to the historical evolution of statistics and natural language processing data requirements. Vijay and Jeff educate her on noise models, mixed states, and replacing deterministic trajectories with statistical inference.8:27–10:31 · Guest teaching 5/10 Hyper-Exponential Scaling and the Quantum Advantage Boundary Vijay educates the host on hyper-exponential scaling formulas and the sudden tipping point where quantum machines surpass classical ones. Sonal frames the psychological difficulty humans have in processing non-linear, exponential acceleration.10:31–12:56 · Guest teaching 4/10 Semiconductor Manufacturing and Mainframe Cloud Analogies Sonal probes Jeff on what specific manufacturing know-how translates to quantum hardware, then extends Vijay's mainframe analogy by discussing time-sharing and inventor unpredictability. Vijay reframes quantum hardware economics away from personal computer ownership model.12:56–15:41 · Guest teaching 5/10 Quantum Virtual Machines and Software Simulation Strategy Sonal pushes back directly, questioning whether talking about cloud computing for quantum is premature given how long classical cloud infrastructure took to mature. Jeff educates her on Quantum Virtual Machines and software simulators that allow developers to program before physical hardware arrives.15:41–18:24 · Guest teaching 4/10 Cryogenic Physical Infrastructure and Microservice Architectures Sonal synthesizes enterprise technology adoption behavior, highlighting how hybrid quantum architecture is a physical necessity rather than just a transition phase. Jeff explains the physical infrastructure constraints of cryogenic cooling systems that enforce cloud access.18:24–22:10 · Guest teaching 4/10 Full-Stack Software Architecture and Startup Agility Sonal directly challenges whether building a full vertical software and hardware stack is feasible for a startup versus tech giants like Google or IBM. Jeff defends the startup advantage by emphasizing agile engineering iteration speeds over scale.22:10–25:14 · Guest teaching 5/10 Computational Chemistry Applications and Future Horizons Vijay details algorithmic complexity scaling in computational chemistry, explaining why classical supercomputers fail at molecular simulation. Sonal prompts with target questions about classical computational limits.2:27–4:55 · Guest disagreement 2/10 Hybrid Classical-Quantum Computing and Instruction Languages Sonal demonstrates familiarity with hardware acronyms like CPU, GPU, and TPU, and pushes on whether quantum is a discrete step rather than a continuum. Jeff gently corrects her assumption that no instruction language exists for quantum yet by introducing Quill, and reframes system stability.4:55–8:27 · Guest disagreement 1/10 Probabilistic Computing and Simulating Natural Systems Sonal connects probabilistic quantum computing to the historical evolution of statistics and natural language processing data requirements. Vijay and Jeff educate her on noise models, mixed states, and replacing deterministic trajectories with statistical inference.8:27–10:31 · Guest disagreement 1/10 Hyper-Exponential Scaling and the Quantum Advantage Boundary Vijay educates the host on hyper-exponential scaling formulas and the sudden tipping point where quantum machines surpass classical ones. Sonal frames the psychological difficulty humans have in processing non-linear, exponential acceleration.10:31–12:56 · Guest disagreement 1/10 Semiconductor Manufacturing and Mainframe Cloud Analogies Sonal probes Jeff on what specific manufacturing know-how translates to quantum hardware, then extends Vijay's mainframe analogy by discussing time-sharing and inventor unpredictability. Vijay reframes quantum hardware economics away from personal computer ownership model.12:56–15:41 · Guest disagreement 1/10 Quantum Virtual Machines and Software Simulation Strategy Sonal pushes back directly, questioning whether talking about cloud computing for quantum is premature given how long classical cloud infrastructure took to mature. Jeff educates her on Quantum Virtual Machines and software simulators that allow developers to program before physical hardware arrives.15:41–18:24 · Guest disagreement 1/10 Cryogenic Physical Infrastructure and Microservice Architectures Sonal synthesizes enterprise technology adoption behavior, highlighting how hybrid quantum architecture is a physical necessity rather than just a transition phase. Jeff explains the physical infrastructure constraints of cryogenic cooling systems that enforce cloud access.18:24–22:10 · Guest disagreement 1/10 Full-Stack Software Architecture and Startup Agility Sonal directly challenges whether building a full vertical software and hardware stack is feasible for a startup versus tech giants like Google or IBM. Jeff defends the startup advantage by emphasizing agile engineering iteration speeds over scale.22:10–25:14 · Guest disagreement 1/10 Computational Chemistry Applications and Future Horizons Vijay details algorithmic complexity scaling in computational chemistry, explaining why classical supercomputers fail at molecular simulation. Sonal prompts with target questions about classical computational limits.2:27–4:55 · The host pushing back 3/10 Hybrid Classical-Quantum Computing and Instruction Languages Sonal demonstrates familiarity with hardware acronyms like CPU, GPU, and TPU, and pushes on whether quantum is a discrete step rather than a continuum. Jeff gently corrects her assumption that no instruction language exists for quantum yet by introducing Quill, and reframes system stability.4:55–8:27 · The host pushing back 1/10 Probabilistic Computing and Simulating Natural Systems Sonal connects probabilistic quantum computing to the historical evolution of statistics and natural language processing data requirements. Vijay and Jeff educate her on noise models, mixed states, and replacing deterministic trajectories with statistical inference.8:27–10:31 · The host pushing back 1/10 Hyper-Exponential Scaling and the Quantum Advantage Boundary Vijay educates the host on hyper-exponential scaling formulas and the sudden tipping point where quantum machines surpass classical ones. Sonal frames the psychological difficulty humans have in processing non-linear, exponential acceleration.10:31–12:56 · The host pushing back 2/10 Semiconductor Manufacturing and Mainframe Cloud Analogies Sonal probes Jeff on what specific manufacturing know-how translates to quantum hardware, then extends Vijay's mainframe analogy by discussing time-sharing and inventor unpredictability. Vijay reframes quantum hardware economics away from personal computer ownership model.12:56–15:41 · The host pushing back 5/10 Quantum Virtual Machines and Software Simulation Strategy Sonal pushes back directly, questioning whether talking about cloud computing for quantum is premature given how long classical cloud infrastructure took to mature. Jeff educates her on Quantum Virtual Machines and software simulators that allow developers to program before physical hardware arrives.15:41–18:24 · The host pushing back 3/10 Cryogenic Physical Infrastructure and Microservice Architectures Sonal synthesizes enterprise technology adoption behavior, highlighting how hybrid quantum architecture is a physical necessity rather than just a transition phase. Jeff explains the physical infrastructure constraints of cryogenic cooling systems that enforce cloud access.18:24–22:10 · The host pushing back 6/10 Full-Stack Software Architecture and Startup Agility Sonal directly challenges whether building a full vertical software and hardware stack is feasible for a startup versus tech giants like Google or IBM. Jeff defends the startup advantage by emphasizing agile engineering iteration speeds over scale.22:10–25:14 · The host pushing back 2/10 Computational Chemistry Applications and Future Horizons Vijay details algorithmic complexity scaling in computational chemistry, explaining why classical supercomputers fail at molecular simulation. Sonal prompts with target questions about classical computational limits.

speaking balance: gold is the host, purple is the guest (3 minute bins)

0:00 · the host 36.7% · guest 63.3%0:00 · the host 36.7% · guest 63.3%3:00 · the host 15.7% · guest 84.3%3:00 · the host 15.7% · guest 84.3%6:00 · the host 18.8% · guest 81.2%6:00 · the host 18.8% · guest 81.2%9:00 · the host 22.5% · guest 77.5%9:00 · the host 22.5% · guest 77.5%12:00 · the host 44% · guest 56%12:00 · the host 44% · guest 56%15:00 · the host 28.8% · guest 71.2%15:00 · the host 28.8% · guest 71.2%18:00 · the host 39.5% · guest 60.5%18:00 · the host 39.5% · guest 60.5%21:00 · the host 14.3% · guest 85.7%21:00 · the host 14.3% · guest 85.7%24:00 · the host 3.9% · guest 96.1%24:00 · the host 3.9% · guest 96.1%
Sharpest disagreement ▶ 3:20 Jeff corrects host on instruction languages

In an overall very agreeable conversation, Jeff offers the clearest direct reframe when Sonal asserts there is no CUDA equivalent for quantum computing, counterbalancing her with 'Well, there actually is.'

Hardest push from the host ▶ 12:56 Sonal questions premature cloud talk

Sonal explicitly refuses the conversational premise that quantum cloud deployment is imminent, pointing out how long classical cloud infrastructure took to reach an AWS state.

Biggest teaching moment ▶ 13:11 Jeff explains Quantum Virtual Machines

Jeff educates the host on software simulators, showing that developers are already performing real quantum programming up to 30 qubits before physical hardware is widely deployed.

The host holds their own ▶ 12:06 Sonal expands on mainframe time-sharing history

Sonal demonstrates strong historical tech knowledge by extending the host's mainframe analogy, explaining time-sharing log sheets and how inventors fail to predict user application emergence.

the scores for every segment, with the reasoning behind each
ChapterTopicThe host as informed peerGuest teachingGuest disagreementThe host pushing backWhy
Hybrid Classical-Quantum Computing and Instruction Languages 4423 Sonal demonstrates familiarity with hardware acronyms like CPU, GPU, and TPU, and pushes on whether quantum is a discrete step rather than a continuum. Jeff gently corrects her assumption that no instruction language exists for quantum yet by introducing Quill, and reframes system stability.
Probabilistic Computing and Simulating Natural Systems 5411 Sonal connects probabilistic quantum computing to the historical evolution of statistics and natural language processing data requirements. Vijay and Jeff educate her on noise models, mixed states, and replacing deterministic trajectories with statistical inference.
Hyper-Exponential Scaling and the Quantum Advantage Boundary 4511 Vijay educates the host on hyper-exponential scaling formulas and the sudden tipping point where quantum machines surpass classical ones. Sonal frames the psychological difficulty humans have in processing non-linear, exponential acceleration.
Semiconductor Manufacturing and Mainframe Cloud Analogies 5412 Sonal probes Jeff on what specific manufacturing know-how translates to quantum hardware, then extends Vijay's mainframe analogy by discussing time-sharing and inventor unpredictability. Vijay reframes quantum hardware economics away from personal computer ownership model.
Quantum Virtual Machines and Software Simulation Strategy 6515 Sonal pushes back directly, questioning whether talking about cloud computing for quantum is premature given how long classical cloud infrastructure took to mature. Jeff educates her on Quantum Virtual Machines and software simulators that allow developers to program before physical hardware arrives.
Cryogenic Physical Infrastructure and Microservice Architectures 6413 Sonal synthesizes enterprise technology adoption behavior, highlighting how hybrid quantum architecture is a physical necessity rather than just a transition phase. Jeff explains the physical infrastructure constraints of cryogenic cooling systems that enforce cloud access.
Full-Stack Software Architecture and Startup Agility 6416 Sonal directly challenges whether building a full vertical software and hardware stack is feasible for a startup versus tech giants like Google or IBM. Jeff defends the startup advantage by emphasizing agile engineering iteration speeds over scale.
Computational Chemistry Applications and Future Horizons 4512 Vijay details algorithmic complexity scaling in computational chemistry, explaining why classical supercomputers fail at molecular simulation. Sonal prompts with target questions about classical computational limits.

Statements from this episode (17)

Assertion Not checkable as stated
Cordova: Folding@home algorithm became the primary method for protein folding
“And the interesting thing about that, at least my recollection of it, is that No one thought that algorithm would work. It didn't look anything like the previous algorithms except that it was also doing some kind of chemistry that was interesting. And then the…”
Jeff Cordova Jan 2, 2019 ▶ 1:24
Insight
Pandey: New compute architectures require complete algorithmic rethinking
“In some ways they were right. That was impossible. It was impossible to take existing algorithms and just like shove it down to a very different architecture. You basically had to rethink the problem.”
Vijay Pande Jan 2, 2019 ▶ 1:43
Assertion Supported
Pandey: Folding@home was among the earliest applications running on GPUs
“And we went through this again, when GPUs came out, we actually were some of the first applications on GPUs Even before programming languages existed on GPUs.”
Vijay Pande Jan 2, 2019 ▶ 1:51
Assertion Supported
Cordova: Near-term quantum computers run in 100-microsecond bursts
“Unlike classical computers, which you can kind of run for days and weeks, Or in perhaps years at a time, quantum computers kind of run in bursts of a hundred microseconds.”
Jeff Cordova Jan 2, 2019 ▶ 3:29
Assertion Not checkable as stated
Cordova: Quantum processors yield different answers on every execution run
“These quantum processors actually give you different answers every time you run them.”
Jeff Cordova Jan 2, 2019 ▶ 7:08
Assertion Not checkable as stated
Cordova: Quantum computers search huge combinatorial spaces to replicate physical outcomes
“Quantum computers can actually search combinatorially a huge space for certain kinds of problems and actually find the real thing that nature would do.”
Jeff Cordova Jan 2, 2019 ▶ 7:46
Prediction Not checkable as stated
Pandey: Quantum computers will suddenly surpass classical computing at a specific threshold
“What will happen is a quantum computer at first will seem like it won't be all that useful. It will be below the number of qubits that you need. Maybe you need a hundred qubits to solve the problem and the existing machine only has 64. And so a classical compu…”
Vijay Pande Jan 2, 2019 ▶ 8:51
Assertion Partly supported
Cordova: Superconducting quantum circuits rely on standard semiconductor fabs
“The superconducting circuits we made are using standard semiconductor manufacturing technologies.”
Jeff Cordova Jan 2, 2019 ▶ 11:09
Prediction Not checkable as stated
Cordova: Cloud access will rapidly yield half a dozen quantum killer apps
“Building cloud access into how you get at a quantum computer will quicken the pace at which the killer apps are found instead of there being one, like there was in the early days of the PC and electronic spreadsheet, we might see a half a dozen of them pop up …”
Jeff Cordova Jan 2, 2019 ▶ 12:44
Assertion Supported
Cordova: Quantum Virtual Machines Can Simulate Up To 30 Qubits
“You can run a quantum virtual machine and software up to about 30 or so qubits.”
Jeff Cordova Jan 2, 2019 ▶ 13:23
Assertion Supported
Cordova: Quantum computers cannot store data and function purely as compute engines
“Like, you can't actually store data on these quantum computers. They're just literally, right now, just compute engines.”
Jeff Cordova Jan 2, 2019 ▶ 16:37
Assertion Supported
Cordova: Quarter-sized quantum chips require refrigerator-sized cryogenic cooling infrastructure
“The quantum processor is like the size of a quarter. The rest of it's the size of two or three refrigerators to house it and keep it cool at like barely above zero degrees Kelvin.”
Jeff Cordova Jan 2, 2019 ▶ 17:12
Prediction Partly held up
Cordova: Quantum hardware will be hosted in cloud data centers, not on-premise
“So you never really, at least in the early days, want to ever put those things, on a customer site, you want to put them in a secure facility someplace and provide cloud access or remote access to them.”
Jeff Cordova Jan 2, 2019 ▶ 17:28
Assertion Not checkable as stated
Cordova: Quantum computing's hard science is solved; the remaining challenge is engineering
“The hard science problems have been solved, but how do you build a superconducting qubit, and how do you Send it a radio frequency data to program it. The hard part now is is going through all the different ways that these things can be hooked together to buil…”
Jeff Cordova Jan 2, 2019 ▶ 21:37
Prediction Not checkable as stated
Pandey: Quantum chemistry could be quantum computing's first commercial killer app
“And I think quantum chemistry could be that application.”
Vijay Pande Jan 2, 2019 ▶ 22:59
Prediction Not checkable as stated
Pandey: Quantum computers do not need 100,000 qubits to deliver useful chemistry simulations
“Or enzymes. It's all the chemistry, you know, so, so this is something where a quantum computer could be able to do calculations that are either much bigger at much higher accuracy where actually would be essentially much bigger at higher, much much higher acc…”
Vijay Pande Jan 2, 2019 ▶ 23:34
Insight
Cordova: Computer scientists do not yet know all quantum-solvable problem classes
“One of the surprising aspects of quantum computing is that scientists and mathematicians and computer engineers don't really know all of the problems that can be solved by a quantum computer. We just know some of them, and that's not How classical computing wo…”
Jeff Cordova Jan 2, 2019 ▶ 24:40
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