TickerTain
TickerTain
NewsroomShortsPortfolioConvergence
NewsroomShortsPortfolioConvergence
←
▶ 10:03 · $MSFT · $GOOGL · AI Was Just the Beginning. Quantum Is Next.
episode briefing
Limitless Podcast

AI Was Just the Beginning. Quantum Is Next.

2026-06-25 · 5 company · 3 thematic
sentiment
3 bull0 bear2 neu
speakers
josh kale

Co-host of Limitless Podcast (episode 210), a 4x/week show covering the frontier of AI and technology with a newsletter reaching hundreds of thousands. The podcast recently spun out as an independent entity.

ejaaz

Co-host of Limitless Podcast (episode 210), a 4x/week show covering the frontier of AI and technology with a newsletter reaching hundreds of thousands. The podcast recently spun out as an independent entity.

quote
“The two companies leading this right now are the two you would expect. These are Google. This is Microsoft. They have been leading the race for a long time. Google has this road map on their website actually, which I thought was phenomenal…”
—josh kale
now playing · $MSFT · $GOOGL
$MSFT···bullish· mediumjosh kale
Microsoft advancing quantum with Majorana architecture and thousandfold scaling
Microsoft is pursuing a topological qubit approach (Majorana) and recently announced a thousandfold architecture improvement, showing deep resource commitment alongside Google.
$GOOGL···bullish· mediumjosh kale
Google leads quantum race with detailed roadmap and Willow chip breakthrough
Google has a public multi-milestone roadmap targeting order-of-magnitude improvements every few years, and its Willow chip already demonstrated 105 fault-tolerant qubits, position…
$IBM···bullish· mediumejaaz
US government invests $1B in IBM Quantum, validating commercial traction with 210 clients
IBM received half of the $2B CHIPS Act quantum allocation and already serves 210 organizations including Cleveland Clinic (protein simulation) and HSBC (quant algorithms), demonst…
$RGTI···neutral· lowjosh kale
Rigetti operates as vertically integrated quantum neo-cloud at $7.1B market cap
Rigetti designs and fabs its own chips and offers quantum cloud access, analogous to Google's TPU model, but remains sub-scale with unproven ability to reach fault-tolerant qubit…
$QBTS···neutral· lowjosh kale
D-Wave focuses on enterprise quantum optimization layer, up 141% since late 2024
D-Wave provides the software and integration layer to optimize quantum chips for enterprise applications, addressing the same 'last mile' problem seen in AI adoption, but has not…