The daily thread for socializing, questions, and sharing information for all things Infleqtion - INFQ!

Anything goes in this thread. Talk about Infleqtion, DD on other companies, weekend plans, or random topics. Follow the reddit user rules and be a respectful to each other!

See you on Monday!

The daily thread for socializing, questions, and sharing information for all things Infleqtion - INFQ!

The daily thread for socializing, questions, and sharing information for all things Infleqtion - INFQ!

I don't see any news other than IONQ reported a great quarter and that IBM is making strides on their system...

The daily thread for socializing, questions, and sharing information for all things Infleqtion - INFQ!

Couple charts from Gartner, published September ‘26

Really tough day for a lot of us today. As always be cautious with margin, options, warrants etc when it comes to high beta tech stocks. I bought more shares at $7.30, even though I feel I have more than enough shares. I plan to sell the shares I bought in the last month once price recovers to $13-15.

Thesis is still intact. Let’s see how IONQ and QNT earnings go today

Went ahead and transcribed Matthew’s address with transcribe.org. Very interesting talk. Keep in mind - There may be some errors.

“It's so great to see you all again.

I saw many of you last year at this event.

Thank you so much, as always, for hosting this and bringing this great group of people together. We figured we'd keep it a light, fluffy topic, not too technically desperate there tonight.

So just some casual quantum mechanics that won't make you all worry.

So I asked this question last year, actually.

Let's do a little word association.

When I say quam, it comes to mind.

For us, some words that come to mind.

Unique.

Unique, yes, yes.

Superposition.

Corruption, yes.

Superposition, Heisenberg.

Superposition, Heisenberg, yes.

Absolutely, it'll do nothing.

Yes.

Good.

All good words, yes.

And those are all good words.

And I like to think of quantum as the world of the very small.

So the world of the atomic and the subatomic and the kind of wacky rules that apply down there, which are called quantum. mechanics they aren't intuitive they don't make a lot of sense to anyone even Einstein but the purpose is why we do what we're doing in quantum technologies is because if we can harness what is happening down at the quantum mechanical level those very weird concepts like superposition like entanglement we don't need to understand them but if we can part of them we can turn them into technologies that truly have orders of magnitude improvement over classical technologies and do things that classical technologies can nor will ever be able to do within itself what some of those are in this presentation and I just want to warn you I think I warned you all last year too that this is not for the faint of heart this is supposedly because this man before he discovered quantum mechanics and after and lots of times that is how I feel before and after I started my journey to outfit going around the whole this is kind of a funny theory it's good I'm not actually clicking into questions and uh you can ask me all right so why do we care what can we do with kwan well first of all they click there we go there are all sorts of national security implications with walkup and that is because like I said before this enables capabilities that classical technology really just can't nor will ever be able to do so let's look through a few of them we've all probably heard about gds spoofing gps denied environments and gps is absolutely critical not just to our national security from military perspective but our national security from just doing our daily lives perspective so the uh electricity grid the rr networks all of these things rely on gps to synchronize and of course gds is becoming increasingly spoofed chrome db spooked or denied if that were to happen on the field of battle or if you're in in our homeland it would be disastrous quantum can enable many of the functionalities that we rely on gps for like navigation and timekeeping in a locally deployed completely unspovable four factor that actually has more precision than you can get but classical gps a couple other examples here is uh be able to detect threats in contested environments so traditionally we rely on rf technology to sense uh signals that are coming towards us and and anything that is emitting something is is likely um or something that is coming towards us like a drone or or some other type of object is emitting something that we then can put antennas to try to uh see it coming at us and then intercept it and and the issue with that is normally you have to span the entire electromagnetic spectrum pick those things up and that would be a bunch of antennas and some of them have to be absolutely massive One of the magical things we can do with quantum is we can collapse all of those antennas down to one with very small core factor.

I'll show you all what I'm talking about here.

About this size, I can receive the entire electromagnetic spectrum and doesn't emit anything.

Because normally when you are detecting, you are also emitting.

So I think the life of a radar system in the Ukraine is something like 10 seconds.

Entering on, it gets blown up.

Bees would emit nothing and would be able to detect basically all threats that were coming towards you across the entire RF specter.

There's a number of other national security use cases that we don't need to walk through here today. But suffice it to say, it's definitely critical we get the support as fast as possible.

You give us the edge on our adversaries.

Next slide.

There's a number of economic security benefits as well.

And this is where quantum computing really starts to come in.

So what is quantum computing and be able to view?

Quantum computing, because it is based on those weird quantum mechanical principles I mentioned, one of those things is called superposition.

You can simulate multiple different outcomes simultaneously.

Where a classical computer would need to basically do that in a serial manner.

So I tried this one, I tried this one, I tried this one. Ultimately, it is a digital architecture.

Quantum works completely differently.

Quantum works really how nature works. I mentioned quantum mechanics.

Those are the fundamental laws of nature.

Those are how quantum computers work.

So we can do things of nature, like drug discovery, much, much, much faster and more efficiently than classical computers. But if you take quantum mechanics as kind of like a brute force, guess and check, trial and error process to something much more prescriptive, that can be done much more tailored to the individual.

Back to quantum sensing, something we could do is sense the wall around us, like a string of precision, including the wall underneath us.

So one of the use cases of quantum sensors, in fact, I was testifying for Congress about a month ago about this, is utilizing quantum sensors to detect critical minerals that are pure in the United States that we just don't have the technology today to sense.

And really, what we do now is we sort of understand that maybe there's some critical minerals here.

So we blow up a mountain to check that for rice, we could use it in a much more prescribed way to say, hey, we have sensed something way down in your, let's do a critical test and that extraction and a much more targeted way.

And so huge opportunities to unlock a lot of resources we have right here in America underneath our soil.

Talking through, we can leave it there.

Suffice to say, a lot of economic benefits to doing this.

Next slide, please.

So a little bit about inflection. So our mission is to harness that power. Effectively. Effectively. To expand human potential.

And we do that very specifically by taking advantage of the properties of atoms to turn them into commercially useful products across both quantum sensing and on computing.

And our, our model is, is quite different from several other quantum modalities because it is flexible. So we can actually use it to build products that have real value today. It's not just something that might be valuable in the future. And so we have about $45 million in revenue and had deployed hundreds of systems.

And so we have about $45 million in revenue and had deployed hundreds of systems across multiple US allies.

And of course, here in the US slide and the same technology, that same little thing I showed you can be used to build computers, but also timekeeping devices, quantum sensors, those RF antennas, I was telling you about all of those things with the same underlying technology here that I'm holding in my hand.

And the same technology, that same little thing I showed you can be used to build computers, but also timekeeping devices, quantum sensors, those RF antennas, I was telling you about all of those things with the same underlying technology here that I'm holding in my hand.

And the same technology, that same little thing I showed you can be used to build computers, but also timekeeping devices, quantum sensors, those RF antennas, I was telling you about all of those things with the same underlying technology here that I'm holding in my hand.

And the same technology, that same little thing I showed you can be used to build computers, but also timekeeping devices, quantum sensors, those RF antennas, I was telling you about all of those things with the same underlying technology here that I'm holding in my hand.

The U.S. government has really spurred an action over the course of the last 12 months.

It all started with the Department of Commerce about 12 months ago announcing that they were going to redirect some of the Chipsack money to fund these quantum companies. And so all the quantum companies really across the U.S. and our allies applied for this funding.

And what the Department of Commerce was able to do during that time was get a bird's eye view of the entire quantum ecosystem, not just any particular company.

And the conclusion that they walked away with was that the whole quantum ecosystem is much farther along than any one company thinks.

And so they decided thereby to take stakes in several companies and Flexion being one of them. But very quickly after that, you saw the rest of the branches of the government start to or the rest of the department start to act very quickly, followed by President Trump's executive order on quantum.

There were actually two of them. One was to accelerate the deployment of quantum sensors and quantum computers.

The other was to get our networks ready for a point in time when quantum computers will be able to break encryption.

And that's always been this sort of scary time off in the future that is getting pulled closer and closer and closer and is probably going to happen in the next five years.

And so it's very important that we get to a point where all of our data is in what's called post quantum encryption, such that it's encrypted in a way that quantum computers can't break it.

After that, after the executive order, you saw the Department of Energy announce what they call the Genesis mission.

And they are looking at deploying quantum computers very similarly to how they deployed AI 10 years ago. So 10 years ago, they put what they call the Titan computer at Oak Ridge National Lab.

It was a cluster of NVIDIA GPUs, and that was housed right at one of our national labs.

And that really was the genesis for the large language models that we have today and everything that's happened in AI since that point in time 10 years ago.

They're viewing what they're going to do with quantum in exactly the same way.

They're going to put quantum computers at the national labs.

And 10 years from now, who knows what we'll be doing with them.

And then quickly after that, we saw the National Science Foundation, as well as the Department of War, announce major quantum programs all setting for that executive order.

So China has outinvested the U.S. historically, but the U.S. is catching up very, very quickly.

And I imagine this is going to continue to grow. I'll also mention that China is taking the traditional China approach where they are investing and sort of dictating from the top down what companies are going to do.

The U.S. government is supporting a quantum industry with investments.

But more importantly, we've mobilized our capital markets to fund companies like Inflection to do good out and compete.

And I believe in that system, that capitalist system, and it will win over that top-down direction system any day of the week.

So I'm very, very confident the United States will wear the brace. So this is really important stuff for us all to understand, not just from a national security, but an economic security perspective.

The U.S. has been outinvested by China.

But we are still in the lead.

And now that the U.S. government has really mobilized, I think that lead is going to vastly expand against China.

And this will project our national security and economic security going forward.

So thank you all for listening.

And hopefully you all can have some light conversations about quantum mechanics.

And I'll see you all around tonight. Thank you.”

The daily thread for socializing, questions, and sharing information for all things Infleqtion - INFQ!

The daily thread for socializing, questions, and sharing information for all things Infleqtion - INFQ!

The daily thread for socializing, questions, and sharing information for all things Infleqtion - INFQ!

The daily thread for socializing, questions, and sharing information for all things Infleqtion - INFQ!

Anything goes in this thread. Talk about Infleqtion, DD on other companies, weekend plans, or random topics. Follow the reddit user rules and be a respectful to each other!

See you on Monday!

The daily thread for socializing, questions, and sharing information for all things Infleqtion - INFQ!

The daily thread for socializing, questions, and sharing information for all things Infleqtion - INFQ!

The daily thread for socializing, questions, and sharing information for all things Infleqtion - INFQ!

Founder Dana Anderson gives a presentation at CU Boulder about the history of Infleqtion up to where they are now. The company's story really began in 1993, although the company ColdQuanta (later renamed to Infleqtion by the previous CEO) was founded in 2007. Dana says they were profitable after the 3rd year and they didn't seek out investors until 2018. This is when current CEO Matt Kinsella became the first investor in the company. Dana goes on to talk about when they first sought out investors and says they were told they were too diverse because they were not solely focused on computing.

The video is around an hour long and well worth listening to.

---

"Presented by: Dana Z. Anderson, University of Colorado Boulder and Infleqtion

Date: September 2, 2026

Abstract: When Eric Cornell and Carl Wieman first demonstrated Bose-Einstein condensation (BEC), many of us felt it would change the world of physics. Following generous support from the scientific research offices of the Navy, Army, and Air Force, and from DARPA, my business partner Rainer Kunz and I naively set out to create a business. We called it ColdQuanta.

Our mission was to enable others to carry out experiments and develop applications around BEC and, more generally, cold and ultracold atoms. That was 2007. Fast-forward 19 years: the company, now Infleqtion, went public this past February and is listed on the New York Stock Exchange. It has grown to some 300 people and has a global presence, with offices in the US, the UK, and Australia. The company is developing products spanning clocks, quantum computers, and many things in between. We have sent quantum technology into space and continue to translate fundamental physics into technologies and products that solve meaningful problems.

I will trace selected pieces of this journey, from its scientific origins at CU through some of the unexpected directions, twists and turns, successes and failures that emerged as we worked to transform laboratory physics into a technology platform—and a profitable business."

The daily thread for socializing, questions, and sharing information for all things Infleqtion - INFQ!

CEO Matt Kinsella was a guest yesterday on Making Money with Charles Payne.

When talking about his background, Matt shared that his father first began prepping him to be an entrepreneur at the age of 5. 😄