Why Big Tech's next battle isn't AI (it's quantum)

Inside: Google's encryption-breaking breakthrough, Apple's stumble, and why Trump's cabinet picks matter

TODAY'S INSIGHT

"The United States can no longer afford to be a bleeding piggy bank for bad ideas. We need successful people who have proven themselves through merit, not theoreticians with PhDs and no real-world experience."

- Keith Rabois

WHAT THEY SAID

  • Google's new Quantum chip could break all current encryption standards within 2-5 years, requiring a complete overhaul of global cybersecurity infrastructure

  • Apple's product quality is declining because they've lost both taste-driven leadership and data-driven scaffolding, leaving them without effective quality control mechanisms

  • TikTok's unwillingness to divest at any price point reveals its true value to China isn't financial but strategic, making it a clear national security concern

  • Venture capital deal activity is bifurcating: AI companies are seeing hot valuations and quick funding, while traditional companies face much higher scrutiny

WHY IT MATTERS

The next wave of tech disruption may not be about AI; it's could be quantum computing breaking current security standards and forcing a complete rebuild of digital infrastructure. This shift will create massive opportunities for companies that can provide post-quantum encryption solutions.

MY TAKES

Quantum computing is extremely complex. This podcast actually made me go look into quantum mechanics. If you want a simple-ish breakdown of quantum mechanics/computing just reply to this email and I will do my best to explain what I have learned to you.

I am incredibly grateful for you reading.

See you tomorrow.

Ben Averbook

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