Curator's Take
This podcast offers valuable insights into how venture capital is approaching quantum computing investments, particularly through Deep33's lens of viewing quantum as part of the broader "future of compute" alongside AI infrastructure. Rosenberg's perspective on near-term commercial quantum applications is especially noteworthy given the current industry debate about quantum timelines and the ongoing "quantum winter" concerns. The discussion of hardware versus software investment opportunities provides important context for entrepreneurs and researchers considering where to focus their efforts, while the geopolitical angle reflects growing recognition that quantum technologies sit at the intersection of technological and national security interests. For anyone trying to understand how the quantum ecosystem is evolving beyond just the technical breakthroughs, this conversation illuminates the critical funding and strategic considerations shaping the field's commercial trajectory.
— Mark Eatherly
Summary
Yuval Boger interviews Joab Rosenberg, partner at Deep33, a new deep-tech venture fund focused on the future of compute. They discuss the fund’s investment thesis across quantum computing, AI infrastructure, and energy, and why Joab expects near-term commercial quantum applications. The conversation also covers hardware vs. software opportunities, fundraising realities, geopolitics, education in quantum, and […]