INTEL’S CEO SAYS QUANTUM GOES MAINSTREAM IN THREE TO FIVE YEARS
Lip-Bu Tan said it at a financial conference in Singapore this week. Not a quantum startup raising money, the CEO of the company that built the chip industry. He also noted he personally owns some $IONQ.
Intel missed mobile, and was so late to AI that the US government took a 9.9% stake in the company last year to keep it standing. Tan was brought in to stop it missing anything else.
Intel’s quantum bet is unlike anyone else’s. IonQ traps ions, Google chills superconductors, Infleqtion holds atoms in lasers. Intel makes its qubits out of silicon, on the same 300mm tooling that prints its processors. If the physics scales, Intel can stamp out qubits by the million in fabs it already owns.
A 12-qubit Intel machine went live at Argonne National Lab in January. Next target is hundreds of qubits. Small next to the pure-play roadmaps. The difference is Intel doesn’t need to build a factory first.
Google says useful quantum by 2029, Anthropic says its AI just made the circuits 17x cheaper, the WTO was told encryption has five years, now Intel says three to five. The dates are converging.
$INTC $IONQ $INFQ
Nerd alert 🤓 Researching $UBER on a Saturday night.
They might be building the most underrated subscription machine in tech.
Look at the partnership spree:
• Costco: (Canada, Mexico, and Japan) + 47 states, 600 warehouses on Uber Eats members get 50% off Uber One, and shop grocery deals through the app.
• Loblaw's (Superstore, Shoppers) now live on Uber Eats in Canada
• Best Buy, Home Depot, Lowe's, DSW running $25-off + $0 delivery perks.
• Even INSTACART uses Uber's courier network for restaurant delivery.
• TD Bank handing out free Uber One to cardholder.
• Companies buying Uber One for employees as a workplace perk.
Every single deal funnels people into Uber One. That's recurring revenue, higher order frequency, and locked-in loyalty on top of rides.
Uber isn't a ride company anymore. It's becoming the everything-delivery platform 🚀
$IONQ is launching two radar satellites aboard $SPCX on Monday that will fly in formation to detect tiny movements in the Earth’s surface for defense and infrastructure customers.
What makes this interesting is IonQ already began selling millimeter-level radar data through Capella in Q2 and these satellites could make that service more valuable while expanding its space business beyond quantum computing.