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Quantum Science
We have been studying quantum technologies since 2013, arguing that massive disruption and a global race for quantum supremacy is accelerating. Since then, we have published 22 articles, covering different aspects of the technology, including computing and unhackable communications networks. Quantum computers operate in a fundamentally different way than classical computers, considering the dual behavior of matter.

Quantum computing is millions of times faster than even the most powerful supercomputers today.  Quantum computing is on-track to have a major impact on areas such as healthcare, the logistics and transport industries, military systems, aerospace design, financial modeling, chemical polymer design, artificial intelligence, cybersecurity, software-fault detection, big data, and digital manufacturing.  Consultant BCG estimates that initial productivity gains by end users in the form of both cost savings and revenue opportunities are expected to surpass $450 billion annually.

Since 2017, our eight quantum science related recommendations have gained 66.7%, on average (excluding re-recommendations), versus a comparable 50.7% for the S&P 500 Index and 40.2% for the MSCI World Index.*

*Performance through the end of trading on July 23, 2021.

WILTW - May 7, 2026
“Q-Day” may be closer than previously thought. Sharp reductions in the quantum resources required to break modern encryption underscore the urgency of upgrading the world’s IT infrastructure to quantum-resistant cryptography. What are the implications? How to invest.
We have tracked cybersecurity since 2001 (see reports), and quantum science since 2013, arguing that these two technologies will help determine the winners of the 21st century (see reports). In WILTW December 11, 2025, we made the case that quantum c... more
WILTW - January 9, 2025
Google’s new quantum processor, Willow, represents a major inflection point in the development of powerful quantum computers. Could the convergence of quantum computing with artificial intelligence emerge as a major theme in 2025? Given quantum computing’s huge potential, investors should view the recent pullback in the stocks as a long-term buying opportunity. How to invest. 
We have tracked advances in quantum science since 2013, arguing that the technologies will determine the winners of the 21st century (see reports). The three primary domains of quantum-information systems are quantum computing, quantum communications... more
WILTW - November 9, 2023
The era of “quantum utility” is at hand. What are the implications? The 13D Automation Index will be a long-term beneficiary of the rise in quantum-technologies.
We have tracked advances in quantum science since 2013, arguing that the technologies will determine the winners of the 21st century (see reports). The three primary domains of quantum information systems are quantum computing, quantum encryption, an... more
WILTW - December 14, 2023
Quantum-security technologies are beginning to transform the cybersecurity sector. What are the implications? How to invest. 
Since 2001, we have tracked problems and developments in cybersecurity (see reports). Since 2013, we have also followed advances in quantum science, arguing that the technologies will determine the winners of the 21st century (see reports).  The thr... more
WILTW - December 11, 2025
Quantum-computing may be ready for prime time. Recent breakthroughs pave the way for the creation of quantum computers with real-world applications amid the intensifying geopolitical tech arms race. What are the implications? How to invest. 
We have tracked advances in quantum science since 2013, arguing that the technologies will determine the winners of the 21st century (see reports). The three primary domains of quantum-information systems are quantum computing, quantum communications... more
WILTW - January 11, 2024
China and Russia are building a hack-proof quantum-communications network that could be used by the BRICS nations. What are the implications? How to invest.
Since 2013, we have tracked advances in quantum science, arguing the technologies will determine the winners of the 21st century (see reports). The three primary domains of quantum-information systems (QIS) are quantum computing, quantum sensing, and... more
WILTW - April 13, 2023
Quantum sensors are approaching mass commercialization and will be the next U.S.-China tech-arms race battleground. What are the implications? How to invest. 
Since 2013, we have tracked advances in quantum science, making the case that developing and implementing the technology will play a large role in determining the winners of the 21st century (see reports). “The first country to operationalize quantum... more
WILTW - November 9, 2017
A massive global race is underway to achieve “exascale” and quantum computing supremacy—a potential winner takes all battle with huge implications.
This battle for global dominance is not being fought on a battlefield, nor at the WTO, nor in Brussels, nor in Washington D.C. Rather, it is being waged in laboratories in Santa Barbara, Oxford, Moscow, Zurich, and Hefei, China. The race may be even ... more
WILTW - July 20, 2017
China leapfrogs the world to create a “hack-proof” quantum communications network. Can others catch up?
In WILTW December 15, 2016, we argued that the rapidly-approaching quantum computing era would ignite massive disruption. Now, driven by domestic security concerns following Edward Snowden’s revelations of U.S. internet surveillance, China has taken ... more
WILTW - October 18, 2018
The race for “quantum advantage” is intensifying. What are the implications?  
“Quantum computing has moved out of a field of research into now an engineering discipline and an engineering enterprise.” So said Chad Rigetti at the recent TechCrunch Disrupt Conference, summarizing how the world is on the cusp of reaching “quantum... more
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