Translating technical progress into investor-relevant judgment, one note at a time.
A classical method reproduces an important part of D-Wave’s quantum spin-glass benchmark by shaping the tensor network like the programmed lattice, showing that the methods D-Wave benchmarked were not the whole classical frontier.
Google Quantum AI turns the error flags its error correction already produces into a training signal, teaching a reinforcement-learning agent to re-tune Willow’s controls as the hardware drifts underneath them.
Quantinuum runs a full error-corrected chemistry calculation, the energy of molecular hydrogen, and finds the limiting error is not the gates but the memory: coherence lost while protected qubits wait for the machine to catch up.
A published Nature dispute over Microsoft’s topological-qubit evidence: is the signal a protected Majorana gap, or a crowded, gapless wire? Following both sides, then putting on the investor’s hat.
The first fully distributed three-node GHZ state shared across remote atomic qubits: a beautiful proof of physics from Monroe’s group, and an interconnect that still fires only once every ten seconds.
Quantum computing will transform certain industries, but the path is long, uneven, and filled with overhyped milestones. Our edge comes from deep technical fluency, ruthless skepticism, and a focus on durable business value.
Tracking the frontier of quantum hardware, algorithms, and error correction.
Assessing company execution, roadmaps, team, and commercial traction.
Synthesizing signal into durable insights for long-term capital allocation.
Open the notes index and pick a “start here” note, or any question that pulls you in.
Every note links to the notes it leans on; the pink links weave the web.
The research map draws every note and every connection; hover a note to light up its neighborhood.
The weekly papers track the frontier one publication at a time; the company files read the businesses behind the tickers.
Take a random plunge into the notebook, or browse by category.
