There is a decent amount of talk about the potential for a quantum winter during which VC investments in quantum computing dry up. This would result in less hype (maybe a good thing by itself?), consolidation of companies, fewer new entrants, and perhaps a contraction of well-funded companies that want to conserve resources.
What’s not discussed as much is the quiet shift of resources away from quantum inside large enterprises. These forward-thinking companies built a small exploratory quantum team that seeks promising use cases. They develop internal competencies on a relatively small scale, in part to hedge themselves against competitors who are doing the same thing.
Our CMO, Yuval Boger, expands on this in his opinion piece on the Quantum Computing Report
