The Railroads of Quantum Computing: The Next Trillion-Dollar Bet + Milestone Show
🎉 Welcome to the 400th episode of Money On Tap. Nine years. Four hundred conversations. To celebrate, the first four callers to 855-226-8551 each get their pick from four pieces of MOT swag. Phone calls only — email won't count.This week, Ben Brayshaw and Dan Michelon close The Railroads of… trilogy with the one that may make all the rest run faster: quantum computing.What you'll learn:
- What a qubit actually is — and why "both 0 and 1 at once" changes everything
- The three investable layers: cloud platforms · hardware (semis & cryogenics) · software
- The four pure-play names: Rigetti (RGTI), IonQ (IONQ), D-Wave (QBTS), Quantum Computing Inc. (QUBT) — and what their +250% to +5,700% trailing moves really mean
- The four big-tech quantum plays: IBM, Alphabet, Microsoft, Amazon
- The four ETFs to research: QTUM, ARKQ, BOTZ, ROBO
- The barbell approach for taking speculative exposure without betting the farm
- Why the honest timeline says mid-2030s — and the energy problem nobody's talking about
- How space, robotics, and quantum intersect — and why the railroads series mattered
Plus Money In The News:
- Spotify and Peloton team up on a global fitness content hub
- The AI splurge is costing big tech its workforce — Oracle plans to cut 40% of its workforce
- Have software stocks reached the extreme washout yet? (And what the "SaaS-pocalypse" means for the next 12 months)
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