My Articles, Opinions and Analyses
The GSMA’s Telco Quantum Playbook Misreports the McKinsey Report It Cites
A trade body published a vendor-contributed document, and the one exhibit anyone could verify turned out to misreport the report it names. What that costs the operators who will quote it in board papers ...
Proving Your Crypto Inventory Is Complete Without Handing Over the Map
Four research teams have built privacy-preserving validation systems for bills of materials. Each can prove something about a committed record, and none establishes that the record describes the estate it claims to cover ...
Guarding the CBOM: The Most Sensitive Document Your Security Program Produces
Cryptographic discovery finds weaknesses that matter today, not only after a quantum computer. The resulting inventory ranks them, stays useful to attackers for years, and almost nobody has said to guard it ...
The Merchant QPU Market – Who Will Actually Sell You a Quantum Processor
Strip away cloud access and turnkey machines and the number of companies that will sell a quantum processor for third-party integration drops to six. An audit of the merchant market, with prices, specs, and the gaps ...
The White House Authorized Private Hack-Back. I Spent 11 Years Arguing Against It.
The August 12 memorandum puts vetted American firms inside a federal offensive pipeline. Work through the text and the party that keeps getting hit is the United States ...
I Set Five Tests for Silicon Spin in March. One of Them Was Too Weak.
Two cleared, one partial, one open, and one that HRL passed as written while leaving the thing it was meant to measure exactly where it was in March ...
Six Teams Shipped the Same ZK Verifier Bug. Quantum Doesn’t Get a Patch.
Zcash closed a 3.66 million ZEC pool to new deposits after a soundness bug surfaced in a Shielded Labs audit. A quantum verifier migration is harder, and no regulator can schedule the fork ...
When Two Cryptographers Independently Confirm a Break, Ask Which Model They Used
Two proofs of the same result landed three hours apart from the same model, and Simon's DCP claim is now being taken apart by humans and models working together. Separate names no longer establish separate failure modes ...
Two QFT Records in Four Months. Neither Gets You Closer to Breaking RSA.
Two compilation teams claimed the largest quantum Fourier transform ever run, four months apart, on the same IBM chip. Their circuits and metrics are not comparable, and the gate counts explain why ...
Quantum Careers in 2026 (No PhD Required)
An updated map of quantum careers: what each role involves day to day, who hires for it, what employers screen for, and how to judge whether a specialization will still exist in ten years ...
DARPA’s Most Rigorous Quantum Evaluation Is Led by Its Least Proven Contenders
Neither Stage C company has publicly demonstrated a logical qubit on the architecture DARPA is evaluating. One may not have demonstrated a physical qubit. That outcome tells you more about the program's design than about the technology ...
Every Quantum Vendor Measures Progress Differently. That’s the Point.
Quantum vendors report different measures of scale, fidelity, throughput, and logical performance. Each number may be valid, but together they do not form a common scoreboard. Here is why that matters ...
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 ...
The Last Unregulated Forecast: Why We Still Pay the Oracle
Croesus paid Delphi before crossing the Halys. Boards pay for value-at-stake slides before funding quantum programs. The need for a number is ancient and human. The exemption from audit is new, and it costs us ...
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 ...