Translating technical progress into investor-relevant judgment, one note at a time.
IBM Research and the University of Chicago build a fidelity certificate into a classically hard circuit, reading it from the code’s own error checks rather than from a model of the hardware. It costs almost every shot.
Qedma, IBM, RIKEN and BlueQubit drive a magnet on 51 and 74 qubits. The classically simulable sizes cannot say whether its rhythm survives at scale; the two error-mitigated points can.
IBM Research and Algorithmiq call the field’s own benchmarking standard circular, then try to make a quantum estimate defensible when no classical computer can check it.
IBM Research and the University of Chicago replace one step of a classical chemistry workflow with quantum sampling. The engineering works, and the one result beyond exact classical reach still cannot name a ground state.
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.
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.
