Just a place to write
A Bitcoin treasury company is a firm that holds a significant portion of its corporate reserves or balance sheet assets in Bitcoin. More specifically, the term often refers to publicly traded companies that: Who are the main clients of these companies? Institutional Investors, specially Funds and Asset Managers, why? Many large institutions, such as retirement … Read more
A list of main challenges on Quantum computing for understanding better the landscape. Core Technical Challenges in Qubit Hardware Platforms Challenge Brief Description Qubit Coherence Time Quantum states lose coherence rapidly due to interactions with the environment (decoherence). Extending coherence times is critical for reliable computation. Gate Fidelity Physical quantum gates often produce errors due … Read more
For the session on October 9th 2025 I would like to start with this map for providing a concrete context and a quick explanation about what a map is for those who do not know Wardley Maps. For those that are new to Wardley Mapping and that have 15 minutes available, I would recommend you … Read more
IONQ has acquired during the last 12 months different companies: A map with their main capabilities. Vector Atomic adds the capabilities on:
This interview, that is in Spanish, is great to understand how Europe is legislating around stablecoins and how late they are with CBDC. NUEVO DINERO o cómo Europa se carga a las Stablecoins. I did a map to remember the situation described in the interview at the end of 2024.
Nvidia and AMD have recently announced some agreements with OpenAI. The type of agreements are quite different. Major Term NVIDIA-OpenAI Deal AMD-OpenAI Deal Commitment Strategic partnership, investment, and infrastructure build-out. Multi-year, multi-generational supply agreement. Compute Capacity At least 10 gigawatts (GW) of NVIDIA systems. Up to 6 gigawatts (GW) of AMD Instinct GPUs. Financial/Investment NVIDIA … Read more
The company is a perfect match for their telecommunications division and a complement to the work done in Quantum Computing.
For this quarter my focus will be to learn about Quantum Computing. The plan So the V2MOM for this quarter will be: Death line = 31/December/2025 The results (January 2026)
I was reading about how AWS is playing the game in the Quantum Space. Not surprises here, they are playing the game in the way they always play the game:
This company became public in June, and I was curious about what they do and how they make profits. They do not attend final users, they reach them through exchange markets, payment processors or specific FinTech companies. I did a map to visualize what they do. Who are these clients? Category Examples of Clients / … Read more