Yessir, I agree with grok jeet, I think topological (Majorana-based) quantum computers are more likely to reach 1000+ stable qubits vs trapped-ion quantum computers in the long run. This is because the topological ones are intrinsically resistant to errors, in theory, and I'm assuming this technology will keep improving. So, my assumption is based on the idea that AI is accelerating the global economy, AI hasn't peaked yet, and AIs can still grow by orders of magnitude, reaching AGI fairly soon (10 years maybe).
Also, I have a bias because I prefer investing in high-risk, high-reward designs rather than slower, short-term focused but safer designs. If I'm wrong about the exponential trajectory of global economic productivity enhanced by AI—if AI has topped—then expect this experimental stuff like Majorana-1 to *not* take off for the foreseeable future.
On that note, a few days ago GPT 4.5 launched, and it did not live up to expectations. Might be a bearish signal, who knows, but imo it's just noise, because as an all-purpose model it should actually be a solid foundation for more advanced reasoning ones (like a future o4 or o5). Robots also seem to be accelerating, which should help providing all-purpose models even more input data, along with autonomous cars.
TL;DR: I wouldn't buy quantum computer startup stock. I'd buy big tech stock instead (mostly MSFT and TSLA), if I didn't know about $PLEB.