Ian Hathaway

The French quantum computing pioneer 🚀🚀🚀🚀 Pasqal has announced (https://lnkd.in/gj6cZAwD) its intention to enter the public market through a SPAC merger 🤝 with Bleichroeder Acquisition Corp. II. Expected to finalize in late 2026 📅, this deal values the enterprise at $2 billion 💰 and aims to secure over $600 million in funding 💸 to advance its neutral-atom technology ⚛️. The company, co-founded by Nobel laureate Alain Aspect 🏆, will use the substantial capital injection 💉 to scale its hardware production 🛠️ and pursue quantum advantage for global commercial clients 🌍. By listing on the Nasdaq 📈, Pasqal positions itself as a dominant international player 👑 with a growing portfolio of partnerships 🤲 and significant revenue momentum 📊. This strategic move marks a major milestone 🎉 for the firm as it transitions from a high-value startup 🌟 to a publicly traded leader in the emerging quantum economy 🔮.

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I’ve been working on the theory of why small, shippable factories are the perfect inversion to the centralized prefab factory model. It all collapsed into one line of math (credit to Gilles Retsin): Factory Efficiency = Usage × (Throughput × Product Value ) / ( CapEx + Deployment OpEx) The idea is that the closer you can drive Usage to 100 % while keeping the denominator tiny, the faster the flywheel spins.  A shippable microfactory tackles this by primarily focusing on a high Usage factor. Because the microfactory can be packed up afterwards and reused, its CapEx gets amortized over multiple projects, effectively raising its overall Usage across the year. If one project alone doesn’t fully occupy the factory, it can simply roll over to another job to maintain high Usage. Its CapEx is often an order of magnitude lower than a centralized factory (< $1M vs. $10-50M min), so the breakeven throughput is more achievable on a small pipeline of work. The real breakthrough here is portability. There is near-zero stranded capital and almost no idle time. To flesh this theory out, I wrote 3000 words on the topic for Brad Hargreaves and Thesis Driven. The article breaks down: - why “fixed factories, shipped goods” is being inverted to shipped factories, fixed goods - what a sub‑$1 M robotic cell does to CapEx per home versus a £45 M off‑site plant - early production/cost data on a shippable microfactory from Mollie Claypool, Gilles Retsin, Sam Baker and the Automated Architecture (AUAR) team - the hybrid reality of robots tackling the heavy structural components and human crews assembling faster and cheaper - technical constraints to pull this model off and future considerations on the optimal business model (own vs. rent) Major shoutout to Gilles Retsin for helping me pull this together. https://lnkd.in/eRTnbZPa

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Honored and excited to partner with Drew Baglino and the incredible team at Heron Power as they re-imagine the electric grid for the modern world. Power in America is not zero sum. We deserve access to cheap and abundant electricity and we should win the AI race. And we must build the capacity to manufacture critical technology here at home. When faced with existential challenges, we deploy technology against them. And we win.

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