quantum computing
12 statements across 3 episodes · 4 bullish · 6 bearish · 2 people on the record · first statement Sep 8, 2025 by Ashlee Vance · across every show →
Everything said about quantum computing, oldest first
Sep 8, 2025 bearish
Vance: Quantum and fusion founders often overconvince themselves of their progress
“They're probably like the two areas where I feel the least comfortable trying to tell what's real from what's not real, because everybody's raised a ton of money, and it seems like serious people that are doing it, and they're smart people, and then you just c…”
Sep 10, 2025 neutral
Sep 10, 2025 positive
Shadbolt: Hyperscaler leaders understand quantum computing requires 1M qubits
“I've actually been honestly pretty impressed that they know you need about a million qubits. They know you need error correction. They know that it's not for PowerPoint and Excel. They understand, you know, these guys have got 20 other things of extreme high p…”
Sep 10, 2025 positive
Shadbolt: PsiQuantum uses South Bay site as the Foxconn of quantum computing
“And my shorthand on what that building is doing is that it's the Foxconn of quantum computing. So our whole approach is to leverage existing fabs and contract manufacturers and so on. But that building is doing the exceptions to that rule. So where we have to …”
Sep 10, 2025 negative
Shadbolt: Venture capital pressure for early revenue warps quantum startups
“We get coached that there is a certain way to do a venture backed company. And the coaching is very often you got to get some kind of revenue by any means necessary really early. And that's certainly true if you're a SaaS company, right? Like if I'm building a…”
Sep 10, 2025 bearish
Shadbolt: Quantum Computing Faces Severe Practical Limits for Optimization
“Our view on optimization is that it's really difficult to do like tremendously impactful optimization with a quantum computer. Conventional computers are already surprisingly good at optimization, and the quantum algorithms that we know of for optimization pro…”
Sep 10, 2025 negative
Shadbolt: Quantum has consumed billions and 100k human-years without useful machines
“Quantum computing has already consumed billions and billions and billions of dollars of capital. It has consumed the entire adult life of tens of thousands of our best scientists and researchers. Some total has got to be nearly a 100,000 years of human life. B…”
Sep 10, 2025 bullish
Shadbolt: Quantum will parallel AI's sudden breakthrough via hardware and architecture
“It was really the convergence of two things to my mind the availability of hardware that was built for another purpose in this case, gaming GPUs, and then also progress on the architecture where I see very strong parallels between what we've done and what has …”
Sep 11, 2025 negative
Shadbolt: Quantum Founders Cannot Win by Mudslinging Rival Architectures
“In quantum computing, you get all of these founders, they all show up and they all think that their way is the only way to do it and sling mud at everybody else. Everything else is crap. Like, you can't win that game. Like, nobody wins in that game.”
Sep 11, 2025 neutral
Vance: One million physical qubits yield roughly one thousand useful logical qubits
“There's this weird thing with quantum computing where you have to use all these funky software techniques to do this error correction stuff, and so if you have a million qubits, it comes down to about, like, A thousand are really, really useful for what you're…”
Sep 11, 2025 positive
Sep 11, 2025 bearish