Essays
Long-form frameworks for the quantum sector.
One signed essay each month. Frameworks I use to evaluate companies, deep dives on specific milestones, and commentary on cycles that move money. Opinionated, sourced, and updated when the underlying picture changes.
Analysis·2026-05-13·13 min read·Connor Reuter
Reading Quantinuum's S-1
Six numbers that matter, four that don't, and where the IPO actually prices. The closest reading we have produced of any S-1 to date.
The closest reading we have produced of any S-1 to date.
Framework·2026-05-13·14 min read·Connor Reuter
How to think about quantum computing as an investor
A framework for separating physics from financials, distinguishing utility from supremacy, and using DARPA to discount marketing budgets.
The piece I wish existed when I started looking at this sector.