Superposition Guy's Podcast: Rob Jesudason (Serendipity Capital): Triangulating across rival modalities to find quantum's real winners

Listen on Spotify:

Full transcript: https://podcast.yboger.com/2026/08/17/rob-jesudason-ceo-and-founder-of-serendipity-capital/

In this episode, I spoke with Rob Jesudason, CEO and founder of Serendipity Capital, a $1.3 billion permanent capital vehicle investing in quantum computing, communications, and sensing companies including Quantinuum, Monarch Quantum, Delta g, and QuantX. We discussed how investors — both institutional and retail — can evaluate quantum companies across modalities, with Rob arguing that triangulation across experts is essential since, as he puts it, modalities are like religion where everyone believes we’re right. Rob shared his view that the quantum industry is transitioning from lab science to managerial execution and engineering scale, that governments should partner with the private sector rather than being the first check, and that some countries should aim to be the fastest integrators of winning technologies rather than the innovators themselves.

Key takeaways:

• Evaluating quantum companies requires triangulating across many experts because modalities function like religion, with each believer convinced theirs is the correct path.

• The quantum industry is shifting from lab-driven science to managerial execution and engineering scale, meaning teams now need as much operational talent as physics talent.

• Governments should avoid being the first investor in quantum companies and instead partner with private capital later, stepping in as validators rather than initial funders.

• Countries without the scale to build a leading quantum hardware stack, like Australia, Canada, or Singapore, are better off becoming the fastest integrators of winning technologies rather than trying to be the innovators.

- Also, check out the quantum bits comics at https://QuantumBitsComics.com