From Clocks to QPUs: Inside Inflection’s $1.8B Quantum Plan with Churchill Capital

Welcome to Daily Rip Live with Katie Perry and Shay Boloor as they sit down with Inflection CEO Matthew Kinsella to dig into neutral-atom quantum, defense contracts, and the company’s plan to go public via Churchill Capital. Later, Tom Bruni jumps in from the road for a rapid tour through memory chips, gold fever, lithium headlines, and what retail is chasing right now.

With Inflection entering a definitive business combination agreement at a ~$1.8B valuation (target ticker INFQ), Kinsella lays out why “sell what’s on the truck” works in quantum today—monetizing clocks, sensors, and antennas—while marching toward fault-tolerant computing. He also connects the dots between quantum and AI, and why national security demand is pulling this tech into the present.

Here’s what went down:

🧲 Neutral Atoms, Many Products
Inflection’s roots trace to CU Boulder and pioneer Dana Anderson. Neutral-atom tech isn’t just for computers—atoms are “nature’s perfect qubits…clocks…and sensors,” enabling a full stack across timekeeping, sensing, and RF.

💡 From Clocks to Antennas (and 1,000× Claims)
Strategy 101: build and sell where there’s clear advantage now. Examples include quantum clocks and antennas claiming orders of magnitude (up to ~1,000×) improvement over classical standards—real products, real customers.

💵 Revenue + DoD
“Sell what’s on the truck” is working: $29M revenue last year, including an $11M DoD clock contract. Biggest customers today? The DoD and a Ministry of Defense.

🧮 Logical Qubits Progress
Inflection showcased its first logical qubits in 2024 and announced 12 logical qubits last week. The team sees meaningful commercial advantage around ~100 logical qubits, with capability compounding rapidly beyond that.

🧠 Quantum × AI
Quantum sensors generate higher-fidelity data to train AI (think synthetic/super-sensitive signal data). In tomorrow’s data center, QPUs won’t replace CPUs/GPUs—they’ll complement them on the right workloads.

🛰️ GPS-Denied Use Cases
Quantum clocks/sensors enable precision timekeeping and inertial navigation without GPS—a big driver for defense given spoofing/denial risks.

🏦 Why Go Public (and Why Now)
After a $100M Series C last year and a lean ~$30M annual burn, Kinsella still wanted public-market firepower—partnering with Churchill Capital to compete in a global race that includes Big Tech and China.

🥊 Competitive Notes
Hosts contrast strategies across the space (IonQ’s acquisition path, the “not-really-quantum” tickers riding the wave) and argue this isn’t a bubble—just early innings.

📰 Market Roundup with Tom Bruni

Micron (MU): revenue +46% YoY, $3.2B net income, and +500 bps sequential margin guide—evidence the AI build-out is still early.

Memory Trade: Western Digital & Seagate have 4–5× moves since April as infra demand rips.

Lithium Americas: chatter about a potential U.S. government stake helped spike shares 70% pre-market.

Gold & Energy: retail fascination with gold (miners up ~130% YTD) and a possible rotation toward integrated oil & gas (3–4% yields, near ATHs).

Momentum Pockets: Opendoor (OPEN), Better Home & Finance (BETR), and quantum names continue to trend.

Tom’s off to Dubai for the CMT Association’s Global Investment Summit.

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Shay Boloor - https://stocktwits.com/ShayBoloor
Katie Perry - https://stocktwits.com/StocktwitsKP
Tom Bruni - https://stocktwits.com/BruniCharting

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