Articles
The articles are the deeper dives. Each one steps back from the individual notes to examine a company, a technology, or an investor question in context. This is where the pieces come together: the science, the evidence, the business reality, and the claims that still need to be tested.
A Science paper reproduces an important part of D-Wave’s quantum spin-glass benchmark on a classical computer, by shaping the tensor network like the programmed lattice and letting belief propagation decide what to keep. Following the physics, the boundary the result did not cross, D-Wave’s answer, and why the market may have many workbenches rather than one throne.
A machine that may be the most accurate of its kind on Earth, and a $31 million revenue line holding up a $15.7 billion company on its Nasdaq debut.
A start-up-stage science experiment nested inside a mature balance sheet: the topological qubit a contested field still doubts, paid for in pocket change.
A quantum computer built out of light, networked, peer-reviewed, and racing a physics breakthrough against a burn rate and an auditor’s going-concern note.
The field’s oldest company, written off for a decade, turns a peer-reviewed supremacy result and a fortress balance sheet into a genuine second act.
A $7 million business carrying an $8 billion story: a captive fab, a modular-chiplet bet, and a financing flywheel that runs on share price.
A corporate shell that has worn five identities raised $1.5 billion on a story, and is now spending it to buy the company it told investors it already was.
From a single quantum computer to a full-stack platform, how IonQ spent two years buying itself more than one way to be right.
