My Articles, Opinions and Analyses
AI Governance Is Repeating Cybersecurity’s Mistakes
Cybersecurity never eliminated conflicts over testing, disclosure, and oversight. It built mechanisms to expose and manage them. July's AI evaluation failures show which of those mechanisms frontier labs still lack ...
I Spent a Year Writing About Europe’s Quantum Failures. Now I’m Moving My Company There.
I've spent the past year documenting Europe's quantum commercialization gap. Now I'm moving Applied Quantum's headquarters from Singapore to the EU. The contradiction is only apparent ...
Quantum Computers Are “Always Five Years Away.” The Targets Are Not.
A new philosophical paper explains why quantum-computing timelines keep resetting. The PFYT framework names a real pattern, but it confuses an unsettled architecture with an undefined target ...
Europe Is Rewriting Its Quantum Roadmaps and Asking for Comments
Six draft roadmaps will guide European quantum funding to 2035, and comments close August 16. My team read every page. The strongest sovereignty doctrine, a missing PQC workstream, and a KPI demanding autarky ...
AI Hacking Theater and the Crypto-Agility Wake-Up Call
OpenAI and Anthropic spent two weeks one-upping each other's AI hacking disclosures. Buried beneath the competitive theater are three developments CISOs can no longer ignore, and the defense for all three is the same ...
AI Can Hack Everything? Do the Math First
Everyone is selling protection from AI hackers. Almost nobody is asking whether AI attacks can actually scale, or whether the answer was sitting in their security budget the whole time ...
Why the OpenAI Breach Matters for Quantum Strategy
Everyone is covering the OpenAI/Hugging Face breach as an AI scare. The real lesson is in the forensics: US models blocked defenders, a Chinese model did the job, and the same flawed control logic governs quantum ...
Fidelity in Quantum Computing: The Nines That Decide Q-Day
The best single-qubit gate now fails once in 6.7 million operations. The best two-qubit gates fail a thousand times more often. That gap, counted in nines, sets the pace of fault tolerance and every serious Q-Day estimate ...
Why Europe Is Industrialising CV-QKD
QUARTERNEXT places CV-QKD at the centre of one European industrialisation track. EuroQCI remains deliberately multi-protocol. The real story is how telecom integration, certification, and supply-chain control shape the portfolio ...
Quantum Washing: The Quantum Industry’s Credibility Tax
Greenwashing had a decade-long head start and its own SEC enforcement playbook before the quantum industry caught up. Quantum washing is following the same arc, faster, because the underlying science is harder for outsiders to evaluate ...
McKinsey’s $600 Billion Quantum Finance Number Doesn’t Add Up. Literally.
McKinsey's Quantum Technology Monitor puts quantum computing's finance value at 400 to 600 billion USD by 2035. The disclosed arithmetic ignores its own assumptions, merges AI with quantum, and is never reconciled with published resource estimates. I checked ...
How Much Can AI Help With PQC Migration?
AI is already part of PQC migration, and it helps. But the claim that frontier models compress enterprise timelines from 15 years to four confuses which part of the program AI accelerates and which part it cannot touch ...
Every US Quantum Computer Runs on Foreign Parts and Foreign Inventions
The U.S. quantum community keeps saying America built every layer of the quantum stack. I tested that claim against the historical record, layer by layer, from theory through cryogenics. The answer has direct implications for supply chain policy and alliance management ...
You Cannot Detect Harvest Now, Decrypt Later (HNDL)
Vendors are beginning to sell HNDL detection. Boards are asking for proof of HNDL targeting. Neither is possible. Passive collection leaves no observable event inside your network. The defense is encryption, not detection ...
Quantum’s SPAC Gold Rush: The 2021 Class Promised $1.2 Billion and Delivered $138 Million
The first quantum SPAC class projected $1.2 billion in 2025 revenue and delivered $138 million. Five more companies have listed through SPACs since January, with at least six queued. I read the new wave against that scoreboard ...
Quantum Annealing’s Ideal Form Is the Gate Model in Disguise
A 2004 theorem says the idealized model behind quantum annealing and the gate model are one machine in disguise. Its proof freezes a computation at the bottom of an energy valley, and its fine print keeps annealers away from RSA ...
Is Harvest Now, Decrypt Later (HNDL) Real? What I Can and Can’t Prove
No question comes up more often in my consulting and board sessions. For years I could only point to what spy agencies say. Here is the full answer: the written record, and the physics of collection ...
The Coming CRQC Blackout: Why the Papers Will Stop Before the Progress Does
The field ran three disclosure experiments in 2026: full openness, cryptographic secrecy, and silence. Only one is stable, and it ends our ability to track CRQC progress through published research ...
Helium-3 Alternatives: Every Exit From the Shortage, Assessed
Ten engineering escape routes and one geopolitical wildcard for quantum computing's scarcest input, from breeding tritium on purpose to cooling qubits from inside the chip. I assess what each can deliver, what blocks it, and what would change the answer ...
Nobody Understands Quantum Mechanics. Everybody Uses It.
A board member accused me of selling a technology nobody understands. He was half right. The interpretation of quantum mechanics is unresolved. The mathematics has been tested to twelve decimal places and runs your phone ...
Microsoft’s Majorana Qubit: What the Experts Actually Think
I've never trusted the Majorana story, but I'm no condensed-matter physicist. So after the latest chip and the latest Nature rebuttal, I went looking for where the experts, skeptics and defenders both, actually land ...
The Shannon Hustle: How Vendors Abuse Perfect Secrecy to Sell You Less Than You Think
Vendors drop "Shannon" into pitch decks to imply information-theoretic security. The math says otherwise. A five-question framework for evaluating any claim of perfect secrecy with practical key sizes ...
US Federal PQC Mandate After June 2026: Complete Guide
June 2026 transformed US PQC policy from planning guidance into enforceable mandates. This is the complete picture: what applies to whom, by when, and under which authority ...
Why the Quantum Attack on ECC Keeps Getting Cheaper, and Where It Stops
An open competition has driven the logical qubits for one secp256k1 point addition into the high 1,100s. The arithmetic says how much further circuit tricks can go, and exactly where they stop ...
