Value in the Quantum Third Wave

The publication of the new asymmetric post quantum encryption standards is now over two weeks old. That publication marked one of the most significant cybersecurity milestones of our generation and the preparation for the cryptographic transition should be underway in organizations across sectors as discussed here . But this milestone also matters for the innovation and investment that will chase the next generation of data and cybersecurity for a consumer base increasingly concerned with privacy and security. The rollout of the standard provides opportunities for technology savvy investors to “see around the corner” to these technologies that have the potential to be integrated broadly across multiple platforms and opening the door to significant upside potential. However, the quantum computing space has been complicated in the last few years as companies have sought first-mover advantage in this entirely new sector. The race to the front by companies that tried to move before the NIST post quantum cryptography standardization is causing a thick fog over the direction of post quantum cryptography market forces giving real opportunity to those who understand the technology and can see through the fog.   Read more