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Research on quantum computing and AI falls into three buckets
- Academic publications written for physicists and computer scientists
- Click-bait content by Youtube influencers
- Press coverage by companies advertising themselves
As an investor – you deserve better.
We provide grounded, independent analysis of hyped and technical markets – especially Quantum Computing and Artificial Intelligence. With a background in both engineering and strategy consulting, I am in a unique position to speak to the intelligence that you need to make your high-leverage decisions.
While we have been publishing analysis on quantum computing and AI for years, Coherence is currently focused on bringing attention to what we believe is one of the most consequential cases of investor misinformation in the emerging technology space today.
D-Wave Quantum (NYSE: QBTS) has built a $15 billion market cap on three claims: that it has genuine commercial traction with over 100 enterprise customers, that it is a meaningful player in the Quantum AI space, and that it is actively developing both annealing and gate-model quantum systems simultaneously.
Based on first-hand operational experience inside the organization, we believe all three claims are materially misleading. This is not a story about a technology that failed to deliver. It is a story about a management team that chose narrative over reality, and a market that has not yet caught up to the difference. And we are putting our reputation on the line, to bring this information to investors like you.
Technical depth, commercial fluency, and no agenda.
The technology, explained plainly
I can walk you through what quantum hardware, software, and hybrid architectures actually do — what's production-ready, what's still theoretical, and what the performance claims mean (and don't mean) in practice.
Commercial reality, not projections
I evaluate go-to-market strategy and revenue viability with the same rigor I'd apply inside a company. Which business models have traction today? Where are the genuine revenue opportunities? Where are the timelines being stretched past what the science supports?
Perspective you won't find in a report
The public information on quantum computing is largely written for retail investors, generated for clicks, or produced by companies marketing their own capabilities. I provide analysis built on years of industry tracking, first-hand operating experience, and a genuine technical foundation.
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We were amazed by how little effort was required on our part to have Consulting WP prepare these materials. Our teams have collaborated to support the growing field of practitioners using collective impact to tackle society’s most complex problems. We couldn’t—and wouldn’t want to — do it without them.
