This is your The Quantum Stack Weekly podcast.
Picture this: I'm Leo, your Learning Enhanced Operator, standing in the humming chill of a dilution fridge lab, the air thick with the scent of liquid helium and superconducting promise. Just days ago, on May 2nd, Yuval Boger dropped a bombshell podcast with Joab Rosenberg, partner at the freshly minted Deep33 fund. They announced a $100 million first close—aiming for $150 million total—laser-focused on quantum hardware, AI infra, and energy to shatter compute bottlenecks. Joab, physicist turned investor, boldly predicts commercial quantum apps by 2027. Not a decade out, folks—next year. That's the spark igniting The Quantum Stack Weekly this hour.
Let me paint the scene from that transcript, as if I'm eavesdropping on qubits whispering secrets. Joab's voice crackles with conviction: we're past the Wright Brothers' hop, hurtling toward thousands of physical qubits, maybe 60-80 logical ones with error rates plunging to 10^-6. He's betting big on full-stack hardware—like Israel's Quantum Machines, already shipping control boxes to dozens, if not hundreds, of labs. These aren't toys; they're the cryogenic engines pulsing with coherence, where electrons dance in superposition, defying classical collapse.
Imagine it: a vacuum chamber, frost-kissed to millikelvin, qubits entangled like lovers in a cosmic tango. Joab extrapolates from modalities—ion traps, superconductors, photons—each path converging on utility-scale power. Chemistry first, he says: small molecules for drug discovery, materials science rewriting batteries. Optimization fleeing D-Wave annealers to gate-based beasts. It's dramatic—Shor's ghost looms, but innovation erupts when coders tinker on real iron, birthing hybrid algorithms beyond Grover.
This mirrors today's frenzy. Deep33's raise echoes Hyperion Research's Bob Sorensen's recent nods to maturing ecosystems, while geopolitics erects walls—US, Israel, Europe versus China. Joab teaches quantum in Israel's deserts, channeling Susskind's Theoretical Minimum: Bell proofs, Deutsch oracles, accessible to philosophers. That's the arc—from academic spark to venture fire, fueling exits within VC's 10-year horizon.
We're not flying 777s yet, but commercial tailwinds howl. Hardware components? Sellable now. Software? Riskier, tethered to giants like Quantinuum's 2:1 logical ratios—but bountiful.
Thanks for stacking with me on The Quantum Stack Weekly. Questions or topics? Email
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