Quantum 201: US v China Quantum Industrial Base from ChinaTalk

Quantum 201: US v China Quantum Industrial Base

1 hour 14 minutes Posted Apr 27, 2026 at 2:12 pm.

) Why quantum is "pre-transistor" — and why the US still has time to lock in supply chain dominance before the next-gen architecture is even invented

) Dilution refrigerators, helium-3 from the nuclear stockpile, and whether mining the moon is actually a viable Plan B

) Did the 2024 export controls backfire? Inside the case study of China going from zero to dominating dilution-refrigerator publications in two years

) Lasers, photonics, and the Chinese supplier that reverse-engineered a Danish flagship — and is still selling into US labs under R&D tariff exemptions

) Why quantum looks more like biotech than semiconductors: 90 companies, ~7 modalities, and the anthropology of an industry where everyone thinks their qubit is the right one

0:00

1:14:39

Download MP3

Share at current time

Show notes

Constanza Vidal Bustamante joins Chris Miller and Zachary Yerushalmi to break down her new report with John Burke, Quantum's Industrial Moment: Strengthening US Quantum Supply Chains for Scalable Advantage — a deep dive into the components, chokepoints, and policy levers that will decide who wins the race to a fault-tolerant quantum computer.

We discuss…

(

Constanza's report: https://www.cnas.org/publications/reports/quantums-industrial-moment

The Quantum Throne song: https://suno.com/s/9kBx74ZqUHsgYiQ2

Learn more about your ad choices. Visit megaphone.fm/adchoices

← See all 547 episodes of ChinaTalk