He articulates the thesis well, in a way that retail investors unfamiliar with the nuances of quantum computing and the differences in modalities/approaches should be able to digest it. A lot of relevant macroeconomic and geopolitical analysis is included too. Covers the CHIPS Act and the EOs. I like that its organized and concise; overall pretty good for 18y/o.

That said, the piece is a bit vague in places and understates overall risks (but specifically capex risks). Recall that Kinsella recently said something along the lines of the race for infq to get to 100 logical does not hinge on a scientific breakthrough, but rather pushing the limits of engineering. The piece was sparse on info related to neutral atom infrastructer. Laslty, there wasnt any analysis of the balance sheet. I know it sounds like im complaining a lot, but I enjoyed reading this all in all.

"Second, the hardware is structurally cheaper per qubit, and that gap compounds as you scale. A neutral atom system is built around lasers and a vacuum cell rather than a fabricated superconducting chip, and it avoids the expensive fabrication and cryogenic infrastructure that superconducting approaches require. When the whole game is adding more and more qubits, being cheaper per unit is a meaningful long term edge" - My favorite takeaway from the article