Jan. 11 at 4:42 AM
$QBTS Calling this “brilliant” ignores the obvious > if D-Wave truly believed annealing was enough, this deal wouldn’t exist. “No longer chained to annealing” is just a polite way of admitting the core thesis stalled.
A 17-qubit gate system doesn’t put anyone at the top of anything. It puts them years behind players already shipping larger, more mature platforms. Patents, buzzwords, and dilution-funded acquisitions don’t equal scalable, fault-tolerant production.
Government and defense money doesn’t flow to marketing pivots; it flows to proven, integrated systems. Right now this looks like a late, expensive catch-up move, with shareholders paying the bill and hoping the story carries the stock.
