Quantum 201: US v China Quantum Industrial Base

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… (00:00) 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 (09:53) Dilution refrigerators, helium-3 from the nuclear stockpile, and whether mining the moon is actually a viable Plan B (17:43) Did the 2024 export controls backfire? Inside the case study of China going from zero to dominating dilution-refrigerator publications in two years (48:44) Lasers, photonics, and the Chinese supplier that reverse-engineered a Danish flagship — and is still selling into US labs under R&D tariff exemptions (1:03:45) 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 Constanza's report: The Quantum Throne song: Learn more about your ad choices. Visit megaphone.fm/adchoices

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Quantum 201: US v China Quantum Industrial Base is an episode from ChinaTalk by Jordan Schneider.

This episode is 74:39 long.

This episode was published on Apr 27, 2026.

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