🧵 The State of Future: Why VCs must fund frontier expeditions or just buy the Magnificent Seven (1/20)

🚀 Quantum Progress: Willow and the Bigger Picture 🧵 This week I was only 1 week ahead of the curve. 1 week is all you need in venture. stateofthefuture.substack.com/p/cubits-in-...

1/7 Everyone's talking about AI, but remember quantum computing? While AI scales to 100GW clusters, quantum computers are still mostly in labs. Here's why - and why silicon spin might be the dark horse 🧵

Atomic energy yes? I raise your fission and small modular reactors (SMRs) with fusion? If the timelines for SMRs to power datacentres were mismatched, you just wait…