HOW WE STARTED
There is a pattern I’ve seen repeat itself across every major technology wave: a genuinely transformative technology emerges, the hype machine arrives, and the signal is buried under noise.
It happened with AI. It’s happening right now with quantum computing.
When hype hijacks an emerging technology, it does real damage. Capital gets misallocated. Legitimate companies get drowned out. Investors who could be building well-informed positions instead find themselves sorting through vendor pitch decks and analyst reports written by generalists who have never looked at a qubit.
The problem isn’t that information on quantum computing and AI is hard to find. It’s that most of it has an agenda.
Company-published research exists to support a valuation narrative or a fundraising cycle. Press coverage is written by journalists who need a story that generates traffic, not one that survives scrutiny. Academic literature is rigorous but written for researchers — not for someone trying to understand whether a revenue model is credible or whether a technical milestone actually changes the commercial picture.
The result is a landscape where the loudest voices are either uninformed or conflicted, and where genuine signal is buried under coordinated noise.
I understand how quantum computing actually works — the physics, the engineering, the architectural tradeoffs — and I understand how businesses in this space can and cannot build real revenue. That combination is rarer than it should be, and it’s exactly what sophisticated investors need right now.
FOUNDER'S ORIGIN STORY
The Coherence Report is an independent research publication focused on deep technology investing. It is built on the combination of direct industry experience, technical fluency, and commercial expertise that most investment research in this space simply does not have. I have spent twenty years working across AI, software development, and enterprise revenue strategy, including a senior role inside D-Wave Quantum reporting directly to the company’s executive leadership. I hold patents in mathematics and AI, and have spent a decade building AI systems from the ground up as founder of StatGenius.io.
But what does that mean for an investor?
I have spent my entire life taking complex, technical subjects – and learning how to make use of them to solve real-world problems. I’m a self-taught outsider, who knows how to learn new frontier-tech (whether it’s programming, artificial intelligence, or quantum computing) and can explain it to others just like me.
I do not have a PhD, and that is exactly the point. I’m just like you, and I know how to communicate and teach complex, technical subjects – so that you can make the decisions you need to for your investment thesis. Or just because you’re curious.
Either way, follow me to learn more about AI, quantum computing, superconductors, and any other interesting subjects… without the mathematics or scientific jargon.