$IONQ 🚨🚨 New podcast with Chris Ballance who talks about advantages of trapped-ion systems and quantum computers versus classical systems. Some highlights: 1. IonQs modality is currently only architecture that looks and behaves like standard semi-conductor chip. This allows them to achieve superior unit economics. 2. Having best chip performance (fidelity) is IONQs entry ticket to the market, but having the best unit economics is what will allow them to beat the competition. 3. Chris originally declined IonQs offer, but ultimately decided it made to much business sens. Combination would also accelerate his dream of seeing large scale high performance quantum computing systems. 4. Chris believes next years 256 quibit system will be an inflection point for the industry. It will be substantially more powerful than any other QC system out there, and it would take 1B worth of planet earth's to power an equivalent classical super computer. 5. This is a classical disruption cycle. Its not a question of if quantum computers will disrupt GPUs and gain adoption, its a question of when. Classical computers will never be able to reach same level of performance due to energy costs alone. 6. Current energy dynamics of AI cant scale. Chris believes QC will solve this. piped.video/watch?v=UFudqGRa…

Oct 20, 2025 · 11:39 AM UTC

Replying to @CHB1284
You’re the best, Rick. Thanks for the link and summary.
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Replying to @CHB1284
Awesome thanks for sharing
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Replying to @CHB1284
Thanks for finding these! Will watch soon ! I know it will be good. Love listening to Chris Ballance
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Replying to @CHB1284
The quantum algorithm to replace GPU’s still has to be invented, quite the unnamed factor in your investment thesis
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Replying to @CHB1284
You find great stuff, Rick.
Replying to @CHB1284
scalability and compatibility with existing tech
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