Beyond the Qubit

What if one of the most important companies in quantum is not the one building the qubits, but the one helping the industry see what is going wrong around them?

In this episode, I break down my key learnings from the QuantaMap interview and why I think diagnostics could become one of the most strategic layers in quantum computing. One of the biggest bottlenecks may not be qubit count itself. It may be the invisible defects around it: tiny magnetic fluctuations, microscopic heat leakage, material imperfections, and unwanted current paths that disturb the quantum system.

This episode is for investors, founders, and anyone trying to understand how value could build around the quantum stack. In semiconductors, companies like KLA became essential because advanced chips could not scale without metrology and inspection. Quantum may face the same reality, possibly even more strongly, because these systems are so sensitive and because invasive measurements can disturb the system itself.

That is what makes this discussion so interesting. Scaling quantum is no longer just about building a hero experiment in a lab. It is about repeatability, yield, reliability, and eventually semiconductor-style manufacturing. If that shift happens, the diagnostic layer around quantum could become far more important than many people expect.

💡 In this episode, we cover:
Why diagnostics may become a strategic layer in quantum computing

Why invisible defects around qubits matter so much

How QuantaMap’s SQUID-based approach helps reveal hidden physical disturbances

Why quantum inspection is harder than classical chip inspection

Why repeatability, yield, and reliability will matter more as quantum scales

Why QuantaMap could become part of a KLA-like infrastructure layer for quantum

The biggest risks, including technology exposure and customer adoption

Why measurement may become more valuable as computing gets more complex

Chapters
00:00 Why quantum diagnostics matters
01:27 Why quantum is more complex than classical chips
02:50 What QuantaMap actually does
04:01 What a SQUID is
04:42 Why traditional tools miss the real problem
06:55 Why this matters for investors
08:17 Could QuantaMap become the KLA of quantum?
09:34 The biggest risks for QuantaMap
11:25 What would increase conviction
13:23 The one line investors should remember

Share this episode with someone investing in or building in quantum, and subscribe or follow Beyond the Qubit for more conversations on quantum technology, markets, and investing.

📌 Disclaimers: This is not investment advice. I do this under my personal name and do not represent any company.

What if the real bottleneck in quantum is not building the chip, but learning why it fails?

In this episode, I unpack the key learnings from Part 2 of my deep dive with Johannes Jobst, CEO of QuantaMap. One of my biggest takeaways is that quantum may need its own process control and diagnostics layer before the industry can truly scale. Building a few quantum chips in a lab is one thing. Building thousands of high quality chips with repeatable performance and acceptable yield is something very different.

This episode is for investors, founders, and anyone trying to understand what it will take for quantum to move from lab to fab. In semiconductors, scaling did not happen through transistor innovation alone. It also required decades of progress in inspection, metrology, yield learning, process control, and manufacturing feedback loops. Quantum is only beginning that journey.

That is what makes this conversation so important. If yield remains low and failure analysis stays slow, scaling becomes much harder. Without a real diagnostics layer, every failed chip stays a mystery instead of becoming a learning cycle. The companies that help the industry learn, improve, and manufacture quantum chips reliably at scale may end up becoming one of the most important layers in the value chain.

💡 In this episode, we cover:
Why diagnostics may be a critical missing layer in quantum manufacturing

Why quantum scaling needs more than better qubits

How cryogenic inspection changes what chipmakers can actually learn

Why room-temperature measurements often miss the real problem

How process control, yield learning, and feedback loops could shape quantum manufacturing

Why “business as usual” is still one of the biggest bottlenecks in the market

How QuantaMap thinks about becoming a deeply embedded diagnostics layer

What investors should watch as quantum moves from lab to fab

Chapters
00:00 Why chip diagnostics matters in quantum
00:44 How QuantaMap’s cryogenic measurement works
04:27 Why multimodal imaging matters
06:15 Why process control comes later
08:09 Why cryogenic scanning matters
15:29 Business as usual is the real competition
20:42 Barriers to entry and customer lock-in
23:44 The ASML-style ambition
28:57 Diagnostics as a service and tool sales
34:44 Why timing from lab to fab matters
46:53 What would increase conviction
51:13 Why QuantaMap matters in the value chain

🔗 Resources / Links 🎧 Listen to all episodes →
https://open.spotify.com/show/7HZpSCz1w7a782e1B26MYA?si=JjJ7gTAfRGaZwnYwMa65mQ

Share this episode with someone investing in or building in quantum, and make sure to subscribe or follow Beyond the Qubit for more conversations on quantum technology, markets, and investing.

📌 Disclaimers: This is not investment advice. I do this under my personal name and do not represent any company.

What if one of the biggest winners in quantum is not the company building the qubits, but the one helping everyone understand what is going wrong inside them?

In this episode, I unpack the key learnings from my deep dive with Johannes Jobst, CEO of QuantaMap. The deeper I go into quantum computing, the more I think this industry will become obsessed with measurement. Most people focus on the race for better qubits, higher fidelity, and larger systems. But after this conversation, I am no longer sure that is the full story.

This episode is for investors, founders, and anyone trying to understand how the quantum value chain may evolve. One of the biggest bottlenecks may not just be building quantum chips. It may be inspection, metrology, defect detection, process supervision, and understanding the subtle material imperfections and microscopic noise sources that undermine coherence, repeatability, and yield.

That is what makes this conversation so important. In classical semiconductors, advanced manufacturing scaled because an entire ecosystem was built around measurement, validation, and process control. Quantum does not yet have that same mature inspection layer. If that becomes a core bottleneck, the companies that help the industry see, diagnose, and improve quantum systems may become just as important as the companies building the hardware itself.

💡 In this episode, we cover:
Why measurement may become one of the most important layers in quantum computing

Why quantum chip inspection is still an underbuilt part of the stack

How subtle material defects and microscopic noise sources affect performance

Why coherence, repeatability, and yield depend on better diagnostics

How the quantum industry may shift from building systems to validating and controlling them

Why inspection, metrology, and process supervision could become strategically valuable

What investors should learn from the semiconductor industry’s measurement ecosystem

Why quantum may become not just a computing revolution, but a measurement revolution

Chapters
00:00 Why investors should care about QuantaMap
01:48 Johannes Jobst’s background in physics and semiconductors
14:54 What defects really matter in quantum chips
17:58 Why measurement matters more in quantum
25:44 Where chip measurement fits in the quantum stack
33:04 Process control, defects, and root cause analysis
43:32 Yield loss and performance bottlenecks in quantum
44:56 Why volume inspection could become critical

🔗 Resources / Links 🎧 Listen to all episodes → UCibVGKTQwLCsj0hBgrgWDpA

Share this episode with someone investing in or building in quantum, and make sure to subscribe or follow Beyond the Qubit for more conversations on quantum technology, markets, and investing.

📌 Disclaimers: This is not investment advice. I do this under my personal name and do not represent any company.

Could the real value in quantum sit above the hardware?Because after two hours with quantum founders, the real question is not only what they are building. It is also how that changes the value chain.In this episode, Henny Crauwels interviews me after my deep dive with ParityQC to unpack the biggest lessons from that conversation. One takeaway stood out: the most interesting quantum company may not be the one with the most qubits. It may be the one that helps everyone else get more out of their qubits.This episode is for investors, founders, and anyone trying to understand how quantum computing could evolve as a market. We look at why architecture matters, how ParityQC’s approach could reduce bottlenecks in today’s systems, and why enabling layers may matter so much in a market where it is still unclear which hardware path will win.That is what makes this format valuable. The deep dives explain the technology. The key learnings connect it back to markets, business models, strategy, and where value may actually accrue across the stack.
 
Why quantum value may not all sit in hardware
What ParityQC is actually doing in simple terms
Why architecture could become a critical layer in the quantum stack
How enabling companies may have lower single-platform risk
Why early monetization matters in quantum
What ParityQC’s IBM benchmark really shows, and what it does not
Which KPIs matter most for investors following ParityQC
The biggest risks to watch, including adoption, neutrality, and access to capital
 
💡 In this episode, we cover:Chapters00:00 Key takeaways and disclaimers
01:23 Why architecture changed my view of quantum
03:58 What ParityQC actually does
06:36 What the IBM benchmark proves, and what it does not
09:39 Could ParityQC become the ARM of quantum?
11:52 Where value may be captured in the quantum stack
14:17 Why enabling companies may be more attractive early
19:40 The investor KPIs I would track
22:15 What would increase my conviction
23:36 The biggest risks for ParityQC
26:48 What this says about the broader quantum market🔗

Resources / Links Listen to all episodes: SpotifyBeyond the QubitShare this episode with someone investing in or building in quantum, and make sure to subscribe or follow Beyond the Qubit for more conversations on quantum technology, markets, and investing.

📌 Disclaimer: This is not an investment advice. This post is shared on a personal basis, and I do not represent any company.

What if the company that captures the most value in quantum is the one that helps everyone else perform better?

In this episode, I go deeper with Magdalena Hauser and Wolfgang Lechner of ParityQC to explore a very different way of thinking about value in quantum computing. A lot of the discussion still centers on hardware alone: more qubits, better fidelity, bigger systems. But ParityQC is making a different bet, one built around architecture, IP, and enabling software.

This conversation is for investors, founders, and anyone trying to understand where value may really build across the quantum stack. We unpack ParityQC’s core idea of representing relative information instead of the information itself, why that could matter for connectivity and error correction, and why their business model looks closer to an architecture company than a full stack hardware player.

That is what makes this episode so interesting. It is not just about physics. It is about business model, defensibility, IP, and what it means to control a critical layer of the stack in a market where not every winner will own the full machine.

💡 In this episode, we cover:
How ParityQC’s parity transformation changes the way quantum information is represented

Why relative information could help with connectivity, programmability, and redundancy

How ParityQC thinks about error correction differently

Why the company licenses IP and enabling software instead of building full stack hardware

Why their model looks closer to ARM than a traditional quantum hardware company

How ParityQC monetizes through licensing and software

Why profitability matters so much in today’s quantum market

What investors should watch if they want to track whether the model is working

Chapters00:00 Why ParityQC’s architecture matters
00:48 The parity transformation explained
04:27 How ParityQC thinks about error correction
07:47 Patents, IP, and barriers to entry
13:00 How ParityQC makes money
16:43 Why governments are buying early quantum systems
27:34 Why ParityQC wants to be the ARM of quantum
29:29 Profitable since 2023
33:13 The KPI investors should watch
42:08 Why they are excited about the future

🔗 Resources / Links
Explore ParityQC and their work in quantum architecture → https://parityqc.com/

Magdalena Hauser on LinkedIn → https://www.linkedin.com/in/magdalena-hauser42/

Wolfgang Lechner on LinkedIn → https://www.linkedin.com/in/wolfgang-lechner-2b36b634/

Listen to all episodes: https://open.spotify.com/show/7HZpSCz1w7a782e1B26MYA

Share this episode with someone investing in or building in quantum and make sure to subscribe or follow Beyond the Qubit for more conversations on quantum technology, markets, and investing.

📌 Disclaimer: This post is shared on a personal basis and I do not represent any company.