Podcast with Mehmet Sanliol, Managing Director at Evercore

Yuval Boger interviews Mehmet Sanliol, managing director at Evercore covering quantum technologies and semiconductors. They discuss how investors value public quantum companies, when private companies should consider IPOs or SPACs, and why consolidation may shape the next phase of the industry. Mehmet also shares his perspective on technical and market signals that could affect valuations, the outlook for quantum software, and the recent developments in quantum that caught his attention most. Yuval: Hello, Mehmet, and thank you for joining me today. Mehmet: How are you, Yuval? My pleasure. Yuval: So, who are you and what do you do? Mehmet: So, my name is Mehmet Sanliol. I am the managing director at an investment bank called Evercore, and I focus on quantum technologies and semiconductors. Yuval: So, why don’t I start from the end? So if you’re speaking with the CEO of a private quantum computer company, one that has delivered the product, has investors, has some good technical progress, what would you advise them to do about the public markets? Mehmet: So the way that, look, you’ve seen a number of companies, I think we’re now up to kind of seven and having entered the public markets. Thankfully, all seem…