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Ep 7: Is Quantum's $12.6B Boom a Bubble or a Breakthrough?

Sunday think piece: is quantum computing's investment boom a bubble or a genuine commercial tipping point? We put IQM's Nasdaq listing and prospectus warning, McKinsey's $12.6B investment number, the White House's $2B equity-stake incentive package, Oratomic's $300M raise on a single theoretical paper, and IonQ's stock slide on the same table for the first time.

McKinsey Quantum Technology Monitor 2026: A commercial tipping point — McKinsey & Company

McKinsey Quantum Monitor 2026: Tipping Point? — PostQuantum

IQM admits the future of the tech is uncertain — TechCrunch

The Quantum Bubble Is…

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