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Deep & Emerging Tech·July 2, 2026·1 min read

IQM, Europe’s first public quantum company, admits the future of the tech is uncertain

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IQM going public at ~$1.9B while openly stating quantum’s future is uncertain is a reminder that public markets will fund long-duration tech bets—but with volatility priced in. If you’re building around quantum, treat it as an options strategy: small, reversible integrations and partnerships rather than core dependencies in your 3–5 year roadmap.

Deep & Emerging Tech

US Marine Corps gets six 'blind' F-35B stealth fighters loaded with lead ballast instead of advanced radars — new APG-38 radar won't be available till 2028 and can't even be used at full capacity till 2031

Fielding six radarless F-35Bs because the new APG-38 won’t be ready until 2028 is a brutal example of what happens when platform and sensor roadmaps de-sync. Any operator betting on next-gen sensing or AI modules should stress-test for this scenario — assets in the field with ballast where your core capability was supposed to be.