Rob Jesudason, CEO and founder of Serendipity Capital

Rob Jesudason, CEO and founder of Serendipity Capital — a $1.3 billion permanent capital vehicle focused on critical technologies — joins the podcast to discuss quantum investing across modalities, the SPAC versus IPO debate, and how governments should allocate quantum funding. Jesudason argues that the quantum industry has entered a new phase where managerial execution and engineering scale matter as much as the underlying science, and that future winners will likely be multimodality companies that can ship systems at scale. He offers a nuanced perspective on government investment strategy, suggesting that while leading nations should pick winners in partnership with the private sector, smaller countries should focus on being the fastest integrators of winning technologies into their economies rather than trying to build world-leading hardware from scratch.