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This article identifies post-quantum cryptography as an immediate investment priority driven by regulatory mandates like the US Executive Order 14412, rather than waiting for mature quantum hardware. The core argument is that businesses must now budget for migrating sensitive data to quantum-resistant algorithms to prevent future decryption of archived records stolen today.
Guest Post: Quantum Investment May Start With Post-Quantum Security

Guest Post By Courtney Olujobi, Principal at Moon Pursuit Capital. From an investment perspective, one of the first significant markets created by quantum computing may have very little to do with buying access to quantum computers themselves. It may come from the amount of capital businesses will need to spend protecting the financial systems, digital […]
Guest Post By Courtney Olujobi, Principal at Moon Pursuit Capital. From an investment perspective, one of the first significant markets created by quantum computing may have very little to do with buying access to quantum computers themselves. It may come from the amount of capital businesses will need to spend protecting the financial systems, digital infrastructure and sensitive data that were built for a world in which today’s encryption was considered secure. We do not know exactly when a quantum computer capable of breaking widely used public-key encryption will arrive, and estimates still vary considerably. Economically, what matters is that companies cannot wait for that moment to prepare. Spending on…
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