Which will come first, the Metaverse or Quantum Computing?

Recently, Facebook announced it will invest $50 million to partner with organizations to build the metaverse— virtual spaces you create and explore with other people.

It is also noted that IonQ (the first pure-play Quantum computing company) is expected to go public on Friday, October 1st. They are expecting to raise $600 million.

Where will you put your stakes at?

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Metaverse is far from being widely used right now. There is a lot of work to be done in the VR space + lot of connectivity issues that vr would really need. Right now it feels how internet was in its initial days.

Quantum computing will be adopted and picked off faster imo.

Imo AR/VR looks fancy but I don’t see it people using generally. AR/VR headsets are not yet there to be used for long period of time. On the other hand, quantum computing is evolving pretty fast, people are using it in computation heavy tasks, AWS is even offering a service for it, so a lot of people will probably give it a try.

Naah i disagree. We are still ways away from QC. A couple of years ago, i spent time in a Venture Capital firm and did an in depth research on QC. We are still 5-10 years away from able to manufacture stable qubits to do useful compute.

Take D-Wave for example: (this might be an out dated information) → takes 3 months to calibrate the machine! D-Wave makes a special type of QC that is good for iterative computing (they call this quantum annealing) for optimization problems. It has a high number of noisy qubit counts (so not an apples to apples comparison with that of Rigetti’s or Google’s). If it takes 3 months to calibrate the machine - it’s not really practical to use.

There are many ways to make Qubits, two in particular:

  • You can make it from superconducting semiconductor circuits (Rigetti, Google). This is really hard because you need near absolute zero temp (-273C), but you can leverage existing semi conductor manufacturing methods to develop the circuity. But the requirement to make precise circuity is 10-100x that of a traditional semi chip.

  • Or using ions (large atoms suspended in space). Arguably easier to create the qubits, since we have been manipulating atoms for decades (we’ve been doing this for atomic clock since the 70s) and the temperature requirement is no where near as extreme. But it’s really hard to manipulate, move, and read excited ions to do computations.

Metaverse in contrast does not require a technological change. It’s defined as persistent shared digital environment (3D items for example) that exists in multiple virtual spaces. So for example, if FB wants to create 1000 different 3D games where the digital yellow hat you purchased exists throughout the different games - that’s a metaverse.

FB can do this now. Roblox has been doing this. Epic wants to do this. The challenge is not technological, but more economic framework (are you gonna give Apple 30% cut for every digital purchase? will people want to play in multiple persistent 3D worlds?)

In contrast, QC is in the transition from a scientist’s dream to an engineer’s nightmare.

Note: opinions are my own. Not investment advice.

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