量子演示.pdf

1、1 INVESTING INQUANTUMDamien Petty2 2Damien PettyLeads Morpheuss Quantum thesisPhysics/Math BackgroundQuantum Investments:Quantum Investments:Rigetti Computing,Q-Ctrl,Quoherent,Sygaldry,and pending dealOther Investments:Other Investments:Ten63 Tx,Vicarious(acq.Alphabet),DeepMind Technologies(acq.Alph

2、abet),Starship Technologies,Vivino,Fanduel,and Bossa Nova Robotics.Early-Stage Venture$500M AUMLA-basedHigh-Performance Compute,incl.QuantumData-Powered Networks5 Quantum portfolio companies to date.$23 billion$23 billion in estimated combined total market value.Actively deploying in Quantum from Mo

3、rpheus III.VENTURES3 3Quantum SectorsComputingSensingNetworking4 4Quantum Computing Is Becoming Quantum Computing Is Becoming Business ReadyBusiness ReadyMay 4,2023Revenue Growth and Cost Reduction Contribute Revenue Growth and Cost Reduction Contribute Equally to Equally to$450B to$850B in Value Cr

4、eation$450B to$850B in Value CreationMaze of Threats and OpportunitiesThreatsOpportunities5 5Quantum Investing is Rewarding but challengingYES YES“Quantum is now an engineering problem”BUTBUT a lot of hard engineering is still needed Public/private information disconnectTime-to-the money is long Inv

5、esting in 5+year development roadmapsTAM is massive$30B+over next 3 years reach broad quantum advantage$450-$850 Billion projected value creation by technical maturity in 2035.1 Public Market still learning about quantum Only 3 real quantum public companies 70+private quantum companies1.“Quantum Com

6、puting is Becoming Business Ready”,4 May 2023,Boston Consulting Group, 6High Performance Computes Next FrontierDemand for compute is outpacing supplyIncreased demand for new compute technologiesDemand for compute energy is scaling faster than construction of new generationIncreased demand for more e