Description: The quantum computing space needs to make progress on error correction before quantum computers are useful, and in the past week, both Alphabet and Quantinuum have made announcements regarding substantial progress in this area. Jon, Matt, and Tyler break down this news before turning to the subject of moonshot investing. The team then closes out the episode with a question from the mailbag regarding the risk to big tech companies from open-source AI models.
Jon Quast, Matt Frankel, and Tyler Crowe discuss:-Quantinuum’s record-breaking error correction-Alphabet’s own quantum computing magic-Novel power solutions-The potential for electric vertical takeoff and landing (eVTOL)-The risk of open source AI for big tech-Why today’s valuation doesn’t predict tomorrow’s profits
Companies discussed: Quantinuum (QNT), Alphabet (GOOG)(GOOGL), Microsoft (MSFT), Amazon (AMZN), Nvidia (NVDA), Meta Platforms (META)
Host: Jon QuastGuests: Matt Frankel, Tyler CroweEngineer: Bart Shannon

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