Quantum computing is moving from theory to reality — and investors are paying attention. In this episode, we break down the future of quantum computing investing, including the race toward Q-day, the rise of post-quantum cryptography, and the companies pushing innovation forward.
Our guest, WisdomTree’s Elvira Kuramshina, explains how quantum computers actually work, why they won’t replace classical systems, and the sectors likely to see the biggest disruption across cybersecurity, cloud computing, drug discovery, finance, and more.
If you want to understand quantum investing opportunities, the risks, and the timeline to commercialisation, this episode is for you.
Topics we cover:
- How quantum computers differ from classical machines
- Q-day and its impact on global cybersecurity
- Post-quantum cryptography and new NIST standards
- Public companies leading early quantum adoption
- How to approach quantum computing investing
- Long-term risks and opportunities for markets
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Chapters:
00:00 What is quantum computing?
04:07 Where does quantum computing fit with AI?
05:37 What is Q-day and why does it matter?
12:27 The quantum ecosystem: hardware, software & cloud
15:04 Quantum computing Government strategies
17:58 Quantum safe standards to future proof systems
19:28 How to think about quantum computing investing
24:16 Are there expansion constraints of the technology?
27:50 Building a quantum computing investment strategy