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Really fasinating deep dive into Quantinuum's roadmap! The 2029 timeline for full fault tolerance is ambitious but seems more credible given their relationship with Honeywell and the $2.3 billion backing. What strikes me is how they're approaching this as an enginering challenge now rather than pure research. The Helios system launching this year with 50 logical qubits will be a good test of whether they can scale reliably. I'm also curious how the fertilizer production application plays out, that 5% of global energy stat is wild. If they can crack that plus the battery and carbon caputre stuff, the GDP impact could be massive. The patient capital approach makes sense too, quantum definitely needs investors who aren't looking for quick exits.

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