Episode 10: IonQ ~ January 2025

 

An update to our Theory of The Case (TOTC) on IonQ ~ mid-January 2025.  

We review Jensen Huang's and Mark Zuckerburg's claims about the timeline for useful quantum computing (being 15+ years out). We also include IonQ management responses, including the CFO's (Thomas Kramer) view. 

We reflect on the current state of play of AI and the potential role for Quantum computing. 

 
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Episode 11: Checkpoint Therapeutics (CKPT) - Theory Of The Trade

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Episode 09: Bitcoin Deep Dive: Myth, Meme, or Mind-Virus?