My Articles, Opinions and Analyses
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 ...
Quantum Snake Oil Is Flooding the News Cycle — and the Industry Is Letting It Happen
Three extraordinary quantum claims in two weeks, none peer-reviewed, all tied to commercial events. The quantum industry's credibility problem is accelerating, and the people paying the price are the enterprises trying to make real migration decisions ...
America Just Made the Case for Quantum Sovereignty
Washington ordered two of the most capable AI models offline for every customer on the planet, and it took hours. I keep getting asked why the world wants its own quantum stack. Here is the cleanest answer I have ...
PQC Migration – What No One Tells You Until You’re Already in It
What happens when PQC migration advice meets real infrastructure at government and enterprise scale? Lessons from leading programs with 120,000+ tasks, delivered at the inaugural Q-Day Summit in Paris ...
Nobody Should Be Buying Proprietary Post-Quantum Cryptography (PQC) Algorithms
Five LinkedIn pitches in one day, each promising provably unbreakable encryption. A tour through cryptography's graveyard shows why unvetted algorithms fail, and how to check any vendor's claims in one afternoon ...
The GRC Playbook for Quantum Security
Quantum risk sits awkwardly in most enterprise risk frameworks — too long-horizon for the security team, too technical for the risk committee, too uncertain for the actuaries. This article gives GRC teams the KRIs, governance structures, and regulatory monitoring processes to manage it anyway ...
The SOC Quantum Playbook: Detection Rules, Threat Intelligence, and Incident Response
Your SOC already monitors for TLS downgrades and data exfiltration. Quantum security extends those capabilities with new detection rules, threat intelligence requirements, and incident response playbooks that most teams have not yet built ...
The PQC Migration Framework Is Free. Attribution Is Not Optional.
The Applied Quantum PQC Migration Framework is the first published methodology covering the complete PQC migration lifecycle at operational depth. It is free under CC BY 4.0. Some consulting firms have stripped the attribution and presented it as proprietary work. The framework is free. Attribution is not optional ...
PQC Migration Frameworks: What Changed Between March and June 2026
The PQC migration conversation shifted from "how do we prepare?" to "how do we deploy?" between March and June 2026. Google set a 2029 completion target, Let's Encrypt committed to Merkle Tree Certificates for post-quantum Web PKI, and the FIPS 140-3 validation gap became a hard deployment constraint. This companion to the March 2026 definitive ...
