Podcast with Rob Jesudason, CEO and Founder of Serendipity Capital
dougfinke2026-08-17T10:11:43-07:00In this episode, Yuval Boger speaks with Rob Jesudason, CEO and founder of Serendipity Capital, a $1.3 billion permanent capital vehicle investing in quantum computing, communications, and sensing companies including Quantinuum, Monarch Quantum, Delta g, and QuantX. They discuss how investors — both institutional and retail — can evaluate quantum companies across modalities, with Rob arguing that triangulation across experts is essential since, as he puts it, modalities are like religion where everyone believes they’re right. Rob shares his view that the quantum industry is transitioning from lab science to managerial execution and engineering scale, that governments should partner with the [...]