Yuval Boger interviews Mehmet Sanliol, managing director at Evercore covering quantum technologies and semiconductors. They discuss how investors value public quantum companies, when private companies should consider IPOs or SPACs, and why consolidation may shape the next phase of the industry. Mehmet also shares his perspective on technical and market signals that could affect valuations, the outlook for quantum software, and the recent developments in quantum that caught his attention most.

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