3 Comments
User's avatar
Michael Spencer's avatar

I am extremely skeptical about Canadian led Quantum computing startups. Xanadu and especially D-Wave have a track record of making a lot of promises. I looked into D-Wave's business model and it should not have even been allowed to go SPAC. I am a bit surprised you are long.

Expand full comment
The Observer's avatar

I don’t know much about Xanadu (photonics, right? Not my field), but I’ve seen enough from D-Wave to have a strong respect for their technical chops. They have some nice capability and a lot of IP, so they might be able to pull if a miracle. Also I wanted the SPAC to succeed so they could get funding, so I bought some shares to be able to cast my (purely symbolic?) vote.

The participation of LPC actually has me reconsidering my position, but we’ll see.

Expand full comment
Michael Spencer's avatar

Thanks, I guess time will tell.

Expand full comment