In this episode, I spoke with Rob Jesudason, CEO and founder of Serendipity Capital, a $1.3 billion permanent capital vehicle investing in quantum computing, communications, and sensing companies including Quantinuum, Monarch Quantum, Delta g, and QuantX. We discussed how investors — both institutional and retail — can evaluate quantum companies across modalities, with Rob arguing that triangulation across experts is essential since, as he puts it, modalities are like religion where everyone believes they’re right. Rob shared his view that the quantum industry is transitioning from lab science to managerial execution and engineering scale, that governments should partner with the private sector rather than being the first check, and that some countries should aim to be the fastest integrators of winning technologies rather than the innovators themselves.

Read the full transcript or listen to the episode here.