Why the US is investing in quantum computing #shorts #investing #quantumcomputing

The guest argues that government equity investments in technology companies face structural challenges: governments lack the long-term attention span (10-30 years) needed for deep tech, and historically struggle with operational execution. While they can fund research and grants effectively, running companies is not their strength.

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quantum computing cautious up

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Why the US is investing in quantum computing #shorts #investing #quantumcomputing

This is an equity investment, but there's a range of companies that they're investing in, but it's equity participation which is different from ARPA which was a grant.

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Unidentified guest

The model is challenged because when you make an equity investment, the government doesn't do a very good job of operating companies.

Maybe they're spreading their risk like a pro-growth equity PE firm, but at the end of the day you're picking the risk associated with picking.
Unidentified guest

Government doesn't have a long-term attention span. This technology is going to take 10, 15, I'm already in for 30 years. You need stability in that regard.

Government struggles on operational detail. They do policy, can make grants, do research, and need to fund long-term stuff, but they're not strong at actually running companies.

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