We're not even making baseballs yet for quantum computing

Like, we're not even maybe for Quantum, we're not even, like, making baseballs and baseball mitts and bats yet.

36:26 / 37:04

And, you know, the irony, we're we're so early. I mean, we're not we're not even, like, I I use I know you use the baseball analogy a lot. Like, we're not even maybe for Quantum, we're not even, like, making baseballs and baseball mitts and bats yet. Like, we're but, like, for AI, we're kind of, like, on the way to the game maybe, or on the way to the first practice. And and we fully and and by the way, the I'm practice. And and we fully and and by the way, the concentration of private capital into so few companies is, I think, just an indicator that, you know, we're not the market's really narrow still. We're not at the broadening where truly the application layer gets built on top of all this CapEx. And that

About this clip

Jon Callaghan explains how early we still are in both AI and quantum computing development using a baseball analogy. He argues that the concentration of private capital into few companies indicates the market is still narrow, and we haven't reached the broadening phase where the application layer gets built on top of existing infrastructure investments.

Why this clip

Provides a vivid analogy to contextualize where we are in major technology cycles and connects it to capital concentration patterns.

36:26 - 37:0438smarket insight

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