Writing
Essays and working notes
-
One Dollar Per Qubit: The Number That Changes Everything ↗
The quantum computing debate is stuck on the wrong question.
-
The Quantum Race Is Not Unfolding Like AI ↗
The first generation of AI infrastructure concentrated quickly.
-
Scaling Quantum While Avoiding Energy Crises ↗
The power draw of a single AI rack has climbed from roughly 10 kW to more than 100 kW in less than a decade.
-
Quantum is the Next Data Center Transition ↗
The data-center industry has spent the past five years rebuilding itself for AI.
-
Before you invest in quantum, understand this one term: CMOS compatibility ↗
Five years ago, most quantum computing companies had little interest in CMOS processes.
-
The Shrinking Case for Quantum Networking ↗
Bigger single-chip quantum computers and better error correction are eroding the thesis behind quantum networking startups.
-
Quantum Decacorns — the Good and the Bad ↗
Why $10B valuations for pre-revenue quantum computing companies make me uncomfortable.
-
The Power of a Global Mandate ↗
Why the best venture capital firms look beyond borders.
-
Pricing acceptability vs. competitive advantage ↗
A price customers can't accept disqualifies a startup, whatever its cost advantage. A case study in quantum computing.
-
A recipe for indulgence: science nerds and the power to request a “deep dive” ↗
Deep tech investors can't fully understand the technology they back, and don't need to.
-
Why do investors put their money into projects that are commercially doomed? ↗
Six reasons capital flows to quantum computing companies that aren't commercially viable.
-
Why has the commerciality of quantum computing been ignored? ↗
Some reasons the economics of quantum computing hardware have gone unexamined.
-
Analysing the Commerciality of Quantum Computing ↗
What will a useful quantum computer cost to build and run, and what will customers pay for it?
Get new posts by email
Subscribe to First Approximation, my newsletter on frontier tech. Free, via Substack.