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But take something like quantum computing… even “conventional” computing has gotten to a point where there are a vanishingly small number of companies that can do anything with it.

ASML is the only company that can do EUV lithography, right? NVDA and AMD are the only game in town for high performance graphics cards.

So how many people are going to be able to move quantum computing forward? Theory, hardware, investment, etc.

Same with, say, supersonic and hypersonic flight. Only 2-3 governments have been able to build them.

It’s a combination of mostly money but also the talent. Only google has got as far as they did with autonomous driving.

Although a counterpoint to my above point would be autonomous driving. Seeing the number of teams that succeeded the first time in the DARPA grand challenge vs years later, shows that a whole ecosystem was able to build up with the right encouragement.

So maybe I’m also going back and forth on this one like you. :-)



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