Hey Exponential Growers,

I hope everyone had a Happy Thanksgiving filled with loved ones and joy!

Every week, I’m reading, watching, and testing new tech, and every now and then, something stops me in my tracks with that familiar “this is bigger than we think” feeling.

Quantum computing.

Not the theoretical stuff we’ve been hearing about for the last 20 years. I mean the real, tangible breakthroughs happening right now. The ones almost nobody outside the research world is paying attention to.

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One of the most exciting developments is Illinois Quantum Park.

A massive new 150-acre campus designed to become the epicenter of quantum innovation in the U.S. Researchers, startups, data centers, national labs, and corporate teams, all building side-by-side in a single ecosystem. I think this is going to accelerate quantum development the way Silicon Valley accelerated semiconductors.

It feels like standing at the base of a curve that’s about to lift off.

So today, I’m breaking down why quantum might be the next exponential wave and what leaders, investors, and operators should actually pay attention to.

Let’s get into it.

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The Quantum Breakthrough Curve Has Begun

For years, quantum computing lived in labs, in theory papers, and on physics whiteboards. But something changed in the last 24 months.

• Google hit 70+ high-fidelity qubits with error reduction.
• IBM roadmapped a 1,000+ qubit machine by 2026.
• PsiQuantum, Atom Computing & Quantinuum passed new stability milestones.
• Microsoft created the first hardware-protected qubit, a huge step toward fault tolerance.
• AWS Braket made quantum accessible as a cloud service.
• Governments invested $30B+ in national quantum programs.

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Why Quantum Matters: 10,000 Years → Minutes

Quantum computers compute differently.

A classical computer solves one path at a time.

A quantum computer explores millions of paths simultaneously.

That unlocks problems that today would take thousands of years, and collapses them into minutes.

Industries that get hit first:

• Drug & Health Discovery - Simulating molecules with quantum precision could unlock cures decades faster.
• Energy & Materials - Quantum-designed batteries, solar cells, superconductors.
• Finance & Risk Optimization - Portfolio optimization, fraud detection, and modeling under uncertainty.
• Supply Chain & Logistics - Complex routing and global optimization are solved near-instantly.
• Cybersecurity - Quantum breaks today’s encryption… but also enables next-gen cryptography.

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We’re looking at a transformation deeper than AI, as I think it will redefine the boundaries of what is computationally possible.

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The Economic Explosion: From $2.5B Today to $100B+ by 2040

McKinsey estimates the quantum computing market will grow from:

➡️ $2.5B today

➡️ to $94B+ by 2040,

➡️ and possibly $1T+ by mid-century

Here’s the exponential part. The companies that adopt quantum early will outperform entire industries. Just like AI is reshaping winners and losers, quantum will multiply that effect by an order of magnitude.

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Startups to Watch

These are the players shaping the quantum race & the ones investors (myself included) are paying attention to.

• PsiQuantum – Photonic qubits, on track toward a million-qubit machine
• Quantinuum – Best qubit quality in the world right now
• IonQ – Trapped ion leader, growing its cloud footprint rapidly
• Atom Computing – 1,000+ qubits using neutral atoms
• SandboxAQ – Quantum + AI hybrid tools for pharma & defense
• Q-CTRL – Quantum error suppression & performance boosting
• Rigetti – One of the earliest integrated quantum platforms

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I heard Kanav Setia, Founder of Q Braid, speak at the Motivate Ventures Annual General Meeting (Where I am a proud Limited Partner/LP), and I was blown away.

​Q Braid is building something that solves one of the biggest bottlenecks in quantum today. Making quantum development accessible, usable, and fast. Their platform abstracts away the complexity, integrates every major quantum framework, and gives researchers, developers, and enterprise teams a single interface to build, run, and optimize quantum algorithms. It’s like the “AWS console for quantum,” and the implications for adoption are massive.

I’m keeping a close eye on them, and I think more people should be.

We’re in the phase where a few early leaders are emerging, and the exit velocity will be massive once error correction stabilizes.

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Investment Insights (My View)

I think quantum will follow a similar adoption curve to AI:

1. Cloud access first (AWS, Azure, Google)
2. Industry-specific tools second (biotech, logistics, finance)
3. Hardware breakthroughs, third (fault-tolerant machines)
4. Mass adoption suddenly (no one sees it coming, until it’s everywhere)

Where the opportunity lies today:

• Quantum-adjacent AI companies
• Quantum-safe cybersecurity
• Early tools for simulation & optimization
• Materials + energy breakthroughs
• Startups building APIs to abstract quantum complexity

If you’re an investor, founder, or operator, this is a space to watch closely.

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Leadership Lens: What High-Performing Leaders Are Doing Now

Great leaders are preparing their teams in three ways:

1. Building literacy — Not deep physics, but enough to understand where quantum impacts your industry and quantum strategy.
2. Experimenting early — Using cloud quantum tools to test use cases.
3. Future-proofing data — Investing in quantum-safe encryption today.

Quantum is a “prepare and win later” technology.

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Final Thought: This Is AI’s Big Sister

AI feels big because it touches everything. Quantum feels bigger because it changes the underlying rules of computation itself.

Every major technological leap, such as steam, electricity, semiconductors, the internet, mobile, and AI, expands what humans can do.

Quantum will expand that frontier again.

When it does, I think we’ll look back at this decade and realize this was the moment the exponential curve bent upward.

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Stay curious. Stay ready. Stay exponential.

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