Beyond the Qubit

Beyond the Qubit
Podcast Description
The nr1 Quantum Technology podcast for investors.
Podcast Insights
Content Themes
The podcast explores key themes in quantum technology, particularly its relevance for investors. Topics include the operational efficiency of photonics quantum systems, material advantages like Silicon Nitride, and integration with telecommunications. Episodes often cover foundational concepts of quantum tech, financial impacts, and real-world applications, with episodes featuring detailed presentations to aid understanding.

The nr1 Quantum Technology podcast for investors.
🔧 From “frozen-spaghetti” coax to CryoFlex® loaders
Delft Circuits just previewed its new roadmap, and quantum cabling is starting to look a lot morelike advanced PCB engineering than lab-bench plumbing.
Key takeaway: I/O is no longer anafter-thought—it’s the in-memory data highwaythat determines whether your 1 000-qubit machine even boots.
💸 Why investors should keep an eye on cryogenic I/O
Reason
What it means
CAPEX sponge
Cabling can swallow 10-20 % of a quantum computer’s build cost. Channel counts are about to double—unless you move to CryoFlex ribbons.
1 000-qubit threshold
Above ~1 k physical qubits, coax becomes a thermal & mechanical nightmare. Superconducting flex wins on heat leak and reliability.
Early-mover moat
NbTi-on-flex process, on-ribbon filters, and a Delft foundry now opening to select partners.
🎙 Sound bites from my chat with CEO Sal Bosman
•”Collaboration is key in advancing quantum technology.”
• ”Customeradoption is gradual but shows strong momentum.”
• ”Investing inquantum presents unique opportunities.”
⏩ Want the full context?
Skip to the chapterthat matters for you:
Chapters
00:00 Introductionto Quantum Technology and Its Potential
00:59Delft Circuit:Innovations in Cryogenic I.O.
03:37Product Roadmapand Technological Advancements
06:40Challenges inProduct Innovation and Quality Control
08:27Collaborationand Co-Creation in Quantum Technology
10:28Superconductorsand Their Importance in Quantum Computing
12:41IntegratedFilters and Their Role in Quantum Systems
13:42Comparing FlexTechnology to Coax Cables
14:49Impact ofGovernment Subsidies on Quantum Industry
16:27Delft Circuit'sRoadmap and Future Technologies
19:06Product andService Offerings of Delft Circuit
22:24Sales Strategyand Market Dynamics
26:01CustomerAdoption and Market Demand
31:45InvestorInsights and Business Momentum
35:53Market Size andCompetitive Landscape
41:12Future DemandDrivers in Quantum Technology
43:22Team Dynamicsand Company Culture
49:03Long-termVision and Must-Win Battles
50:40Valuation andMarket Potential
55:06Funding Needsand Future Growth
56:57Conclusion andInvestment Opportunities
Cablingjust became the gatekeeper to large-scale quantum. 🔗❄️
📖 Bonus: Don’t miss the Delft Circuits presentation for a deeper dive into their vision andtechnology.
https://drive.google.com/file/d/1sjqw_2tKvrkfvD9PBUux50a5WSy4Wy4N/view?usp=sharing
📌 Disclaimer: This post is shared on a personal basisand does not represent any company.
@Sal Jua Bosman @ DelftCircuits
#QuantumComputing#Cryogenics #DeepTech #BeyondTheQubit #DelftCircuits #QubitInfrastructure#ScalingQuantum#VentureCapital

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