Theme · Markets
Quantum computing: what the voices are saying
Computing that uses quantum mechanics to solve certain problems.
Where the voices stand
BullishLatest views: 1 bullish, 1 neutral, 0 bearish. Counted only where Quantum computing was the subject of the claim.
The read
Voices see quantum as a real long-term cryptographic risk, but not an imminent or existential one.
On All-In, Arvind Krishna said a practical quantum computer could break today's cryptography around 2030, so organizations should begin adopting post-quantum protections now.[1] Nikesh Arora, also on All-In, argued organizations should replace non-quantum-safe infrastructure now rather than wait until quantum computers are near practical scale.[1] Scott Melker's guest Arjun Sethi called quantum a threat to signatures rather than hashing, and a coordination and migration problem rather than an extinction event for Bitcoin.[2] Saifedean Ammous, on Scott Melker, said quantum is not a serious threat to Bitcoin, and that the worst case is days or weeks of disruption while migrating to quantum-resistant algorithms.[3] On All-In, Martin Shkreli said quantum computers could factor integers in polynomial time, a concern for encryption, but judged them too slow and limited to beat conventional computers on general tasks.[4]
Where they disagree
Martin Shkreli argued quantum's algorithmic advantage is narrow with no broad commercial case and said he has shorted quantum companies at a loss, while Arvind Krishna urged adopting post-quantum protections now ahead of a possible 2030 break.[4][1]
Sources (4)
- All-In Podcast: Arvind Krishna & Nikesh Arora: Quantum Threat, Open vs Frontier AI, AI Cyber Warfare & SaaS Collapse (Oct 21, 2026) · watch
- Scott Melker: Crypto Is About To Change How You Buy Stocks Forever | Arjun Sethi (Oct 18, 2026) · watch
- Scott Melker: Bitcoin's Inflation Test Just Came In Hot - What's Next? (Oct 14, 2026) · watch
- All-In Podcast: Martin Shkreli: Big Pharma's Blind Spot, Betting Against Quantum & What Prison Taught Him (Oct 12, 2026) · watch
Each voice's latest take
| Voice | Stance | What they said | When |
|---|---|---|---|
| All-In Podcast | Neutral | AI models running on classical hardware are unlikely to deliver the practical speed advantage of quantum algorithms, which require quantum hardware. | 7 days ago |
| Scott Melker | Bullish | Quantum computing threatens signatures rather than hashing and is a coordination and migration problem, not an extinction event for Bitcoin. | 10 days ago |
Calls about Quantum computing
- A practical quantum computer could break today's cryptography around 2030, so organizations should begin adopting post-quantum protections now.
“well, it will break today's cryptography.”
- Someone will claim progress in quantum error correction by the next year, with one or two parties showing progress by 2027.
“I'll predict you'll see somebody make claims by next year.”
Every mention
- A practical quantum computer could break today's cryptography around 2030, so organizations should begin adopting post-quantum protections now.
“well, it will break today's cryptography.”
- Someone will claim progress in quantum error correction by the next year, with one or two parties showing progress by 2027.
“I'll predict you'll see somebody make claims by next year.”
- Organizations should replace non-quantum-safe infrastructure now rather than wait until quantum computers are near practical scale.
“you should be replacing your IT stack today with quantum-safe or quantum-proof infrastructure right now.”
- AI models running on classical hardware are unlikely to deliver the practical speed advantage of quantum algorithms, which require quantum hardware.
“you need quantum hardware to run these things to get the positive advantage”
- Quantum computing threatens signatures rather than hashing and is a coordination and migration problem, not an extinction event for Bitcoin.
“that's a migration problem. That that is not an extinction event”
- Quantum computing is not a serious threat to Bitcoin, and worst case the network could migrate to quantum-resistant algorithms with days or weeks of disruption.
“I'm not selling my coins because of the quantum threat. I don't think it's that serious of a deal.”
- Modern quantum computers are too slow and limited to outperform conventional computers on general-purpose tasks such as sorting.
“The modern quantum computers run at a clock speed of hundreds of hertz or thousands of hertz”
- Quantum computing’s notable algorithmic advantage is narrow and does not provide a broad commercial reason for most businesses to adopt it.
“unless you were in the business of factoring numbers, there's there's not a whole lot uh to be excited about here.”
- Shkreli has shorted quantum-computing companies, but the position has lost millions of dollars so far.
“we lost millions of dollars shorting quantum computing companies”
- Shkreli says quantum computers could perform integer factorization and elliptic-curve discrete-log calculations in polynomial time, a potential concern for encryption.
“the quantum computers can do those in polynomial time”
Frequently asked questions
Are investors bullish or bearish on Quantum computing?
On balance the voices Read on Risk follows are bullish on Quantum computing: of their latest views, 1 bullish, 1 neutral and 0 bearish (as of Oct 29, 2026).
What does All-In Podcast think about Quantum computing?
AI models running on classical hardware are unlikely to deliver the practical speed advantage of quantum algorithms, which require quantum hardware. (Neutral, Oct 21, 2026.)
What does Scott Melker think about Quantum computing?
Quantum computing threatens signatures rather than hashing and is a coordination and migration problem, not an extinction event for Bitcoin. (Bullish, Oct 18, 2026.)
What is Quantum computing?
Computing that uses quantum mechanics to solve certain problems.
Often discussed alongside
The one-line description is written automatically and checked by hand only when flagged. Spot a mistake? Email hello@readonrisk.com.
Read on Risk summarises what other people said in public videos and podcasts. Summaries are generated by AI and checked by code against the transcript, but can still be wrong; follow the source links before relying on anything. This is not investment advice and nothing here is a recommendation to buy or sell. Disclaimer ·How this works