Andy Halliday

So now imagine quantum computers in the near term future with hundreds of logical qubits.

OK, so really important advancement there in quantum.

So we keep knocking down the obstacles to these incredible advances in the technology that's coming that will support AI and support lots of other goods in the world, as well as make encryption impossible.

Like, for a little... Yeah.

First of all, getting a stable qubit, a single stable physical qubit was seemingly hard using superconducting fluids or superconducting circuits.

You had to have all the refrigeration.

And we talked earlier about some advances where, you know, they've made room temperature physical qubits.

And they've proven that that's possible.

So now, but this other approach is showing a different path, but arriving at the same objective, which is to try to get to a stable number of logical qubits that don't require enormous machinery and that can perform these quantum calculations reliably.

By the way, on that point, there's an enormous investment being made by all the major players in AI in data centers and the chips to drive them.

But apparently concrete is in short supply and sand, right?

So the speed at which these data centers are supposed to be built is not constrained by the

Chip supply chain it's constrained by the construction supply chain.

So there's lots of sort of intermediate factors that could influence whether or not we arrive at the projections that the major companies valuations are based on.

as a result of you know being able to sell additional compute well they may be delayed by the construction you know friction the the structural impediments to construction of data centers and compute not just the energy requirements because those energy requirements also require a lot of construction so by the way uh you know since you won't be working in knowledge you know

knowledge work anymore because AI is going to take that over.

Start doing a little bit of shoveling and trenching because you're going to need to be able to get out there on the construction sites and help them out.

I won't be here on Friday.

So I'd like to be a part of the digital twin conversation.

If it could be tomorrow, that'd be better.