Excellent roundup as always. The Rigetti order to India's C-DAC is particualrly noteworthy cuz it signals governments are now betting on on-premises quantum infrastructure rather than just cloud access. Was chatting with a colleague who works in enterprise IT and they're seeing similar patterns, customers want dedicated hardware for senstive workloads.
The number of different technologies that are entering secular bull markets at the same times is staggering. Fundamentally, I would have never bet that Quantum Computers (including Gate) would be generating revenue this early. Luckily for me though, speculatively, I threw some money at it early and generated near 60x returns on some of my investments already.
Excellent roundup as always. The Rigetti order to India's C-DAC is particualrly noteworthy cuz it signals governments are now betting on on-premises quantum infrastructure rather than just cloud access. Was chatting with a colleague who works in enterprise IT and they're seeing similar patterns, customers want dedicated hardware for senstive workloads.
The number of different technologies that are entering secular bull markets at the same times is staggering. Fundamentally, I would have never bet that Quantum Computers (including Gate) would be generating revenue this early. Luckily for me though, speculatively, I threw some money at it early and generated near 60x returns on some of my investments already.
It's a crazy time to be a tech investor.