Desmond

This slide's my new North Star, fam. IonQ's stopped thinking in silos. Compute, networking, sensing, security are not separate pillars anymore, they're runtime gears feeding each other. IonQ's wiring coherence across the stack. It's a tech company turning into infrastructure.

IonQ is talking about a system under $30 million. Others are over $1 billion. Very different starting point. Then look at how it gets deployed. It goes into a standard data center Uses less power Doesn't need complex cooling You're not building a new facility. So the conversation changes. Can a company run this with what it already has Can it afford to roll it out When that changes, the decision changes. Into normal capital planning At that point it's just a business decision.

@Russel1441065 Yep, lots of engineering talent.

@DesFrontierTech I lived in Tennessee for 21 yrs and I loved it! I've been to Vanderbilt and UTC. It's a great connection and I'm very excited for the State and the awesome engineering students at both colleges. UTC puts out some good engineers.. n they can add Vandy to the resume if qualified.

Been using the word infrastructure a lot. This Vanderbilt forum shows what it looks like. IonQ speaking across security, networking, energy, and policy. This is the buildout. $IONQ vanderbilt.edu/government-com…

IonQ lowers the cost to try quantum. They give developers credits, small funding, and a place to share what they build. Then watch what gets used. This builds a pipeline of applications. Future revenue comes from that. $IONQ ionq.com/news/ionq-part…

Quantum runs take time. You can't treat it like instant compute. So they ran the results ahead of time and built around that. The constraint becomes part of the product. $IONQ

@genejchan 👊

@DesFrontierTech Thank you sir 🍻

Gene sees it. Revenue is growing fast. Customers are committing early, the stack is coming together end to end, and the company has time to build it. $IONQ seekingalpha.com/article/488613…

@genejchan You do a great job tying the numbers to how the business is actually forming.

@DesFrontierTech 🎯 $IONQ is severely undervalued now for how fast its revenue is growing

Here it is: $IONQ will do $500M in 2026 (pardon my previous typo), over a billion in 2027, and reach profitability by 2029 My latest article earned "Editor's Pick" on SeekingAlpha Enjoy! seekingalpha.com/article/488613…

Good instinct. The catch is decoherence is more than timing. It's when the quantum state is lost. Once that happens, the information is gone. Software can't save it by passing it to another machine. What engineers actually do is use error correction, move the state carefully between systems, and design hardware that keeps it stable long enough to keep going. You can plan around decoherence, but you can't avoid it with software. This is a long way of saying you don't outrun decoherence with software, you manage it with architecture.

@DesFrontierTech I've been wondering, Desmond, if there is a way to calculate decoherence time, and have a software application that passes the calculation from one machine to the next before they go incoherent. Like a software relay so decoherence never happens.

The destination looks clear. Thousands of quantum computers networked together in one data center. Operating as one system. The system IonQ is building. $IONQ

Customers don't care about gate speed. They're thinking about how long it takes to get an answer they can trust. “Time to solution” means how long it takes to go from a question to a usable answer. And that depends on how the system behaves when you actually use it, not just how fast it looks. Do you get there in a few runs, or do you have to keep trying? Do the results hold up, or do you keep fighting the noise? Customers are looking for clear answers to those questions because that's what determines cost and whether it delivers when you need it. $IONQ

@DesFrontierTech Ohhh babyyyy

🚨 $IONQ Hyundai and Kia just patented something with IonQ. Not about "quantum advantage." About how machines make decisions. Sensors capture the world. Classical systems process the data. Quantum is inserted into the decision step. Autonomy runs into the same constraint. Noisy data and real-time decisions. This is where systems fail. Improve that layer and everything downstream improves including reliability and safety. Advantage doesn't come from bigger models. It comes from how decisions get made inside the system. drive.google.com/file/d/1lj3vr3…

Swisscom visited QuantumBasel to see quantum in use. They looked at optimization and cybersecurity. An IonQ system is already running on-site. $IONQ

@DesFrontierTech The energizer bunny rabbit better watch his back! Niccolo is coming for his job!

Niccolo de Masi spoke at the the Council on Competitiveness today. Science, government, and enterprise leadership in the same room. compete.org $IONQ

@paullecoque 💯

@DesFrontierTech Sign of things to come

@DesFrontierTech The flywheel is warming up.

Winning more paying customers. Selling more than just compute. Customers are buying more over time. Deals are getting bigger. If customers keep coming back and spending more, something is working. $IONQ

@_saac003 💯

@DesFrontierTech Very encouraging