Kelly Coyne: Betting Big on Quantum
In this episode, we sit down with Kelly Coyne, investor at D4 Investments, a firm going all-in on quantum after years backing industrial robotics. Kelly shares how she went from dismissing quantum on stage at the School of Mines to making it her entire investment focus three months later. We cover why being wrong is a competitive advantage in venture, how geography determines your entire quantum thesis, and why the mega fund shift has quietly opened up a lane for smaller investors. We also get into the laser vs. fabrication cost divide, what near-term revenue actually looks like in quantum…
The skinny
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