Source

What it is

A thematic/momentum podcast framing quantum computing as the next big trend after AI — explicitly "where to put your money if you're bullish on quantum as a category." The hosts are sentiment/narrative-level, not technical (one admits "a lot of the technology itself kind of escapes me"). Treat as a catalyst + sentiment ping, not a tech source.

The catalyst it surfaces (CLAIMS — verify against primary record before citing as fact)

• Two executive orders signed (video says "yesterday"): (1) directs federal agencies to work closely with quantum companies + academia to build quantum capability; (2) post-quantum cryptography — a quantum computer can break standard encryption, so secure the systems that "run a bulk of the world's GDP."
• Sovereign equity stakes: the US government taking equity positions in quantum companies — explicitly the same playbook as the recent AI move (govt reportedly took ~10% of Intel). "Buying in early on the exponential curve."
• A ~$2B investment vehicle dispersed ~3 weeks ago across nine quantum companies, with ~$1B (50%) into IBM (framed as a Chips-Act-style allocation).
• Stock-performance asides: one name "up 122%," another "~141%, formed around the same time as Rigetti."

Names mentioned + our coverage

• Rigetti RGTI ✓