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    Tyler Anderson • Craig-Hallum Capital Group LLC

    Tyler Anderson's questions to Rigetti Computing Inc (RGTI) leadership

    Tyler Anderson's questions to Rigetti Computing Inc (RGTI) leadership • Q2 2025

    Question

    Tyler Anderson of Craig-Hallum Capital Group, on for Richard Shannon, asked for updates on the DARPA and NQCC programs, learnings from the chiplet approach, and whether this technology was attracting more interest for on-premise systems.

    Answer

    CEO Subodh Kulkarni reported ongoing projects with the UK's NQCC, including system upgrades, and expressed optimism about advancing to Phase 2 of the DARPA program. He noted that learnings from the chiplet approach are being captured in the company's growing patent portfolio. He confirmed that government customers view the chiplet architecture as the only viable path to scalable, fault-tolerant quantum computing, which drives significant interest.

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    Tyler Anderson's questions to D-Wave Quantum Inc (QBTS) leadership

    Tyler Anderson's questions to D-Wave Quantum Inc (QBTS) leadership • Q2 2025

    Question

    Tyler Anderson, on behalf of Richard Shannon from Craig-Hallum Capital Group LLC, asked for more details on the new developer tools and their application in classical machine learning problems.

    Answer

    CEO Alan Baratz explained that the new AI developer toolkit integrates PyTorch and uses a D-Wave-developed discrete variational autoencoder. This approach maps data into a discrete latent space, which is native to their annealing quantum computers, potentially leading to better, faster, and more energy-efficient machine learning models. He framed it as a key step in their quantum AI strategy.

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    Tyler Anderson's questions to IONQ Inc (IONQ) leadership

    Tyler Anderson's questions to IONQ Inc (IONQ) leadership • Q1 2025

    Question

    Tyler Anderson asked for technical details on the Lightsynq acquisition, including connectable modalities and error correction capabilities, and inquired about how the Capella acquisition enhances IonQ's platform and the potential size of the space-based networking market. He also followed up on the IDQ acquisition's impact on guidance and the specifics of the EPB deal.

    Answer

    SVP of Engineering and Technology Dean Kassmann detailed that Lightsynq's technology uses diamond silicon vacancies and mature frequency conversion, making it compatible with any photon-based modality. Regarding Capella, Executive Chairman Peter Chapman and President Jordan Shapiro explained it provides a real-world environment and an initial revenue-generating application to develop secure space communications. On the follow-ups, executives confirmed the EPB deal was for half a system's capacity, creating the need for a second networked computer, and that the IDQ acquisition timing was in line with internal planning for full-year guidance.

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    Tyler Anderson's questions to IONQ Inc (IONQ) leadership • Q3 2024

    Question

    Tyler Anderson, on behalf of Richard Shannon at Craig-Hallum, asked a series of technical and financial questions regarding the Qubitekk acquisition, the imec partnership's role in the AFRL contract, the government spending opportunity, and the company's revenue focus.

    Answer

    SVP of Engineering and Technology, Dr. Dean Kassmann, addressed the technical points, stating Qubitekk's technology has parallels but is distinct from IonQ's core interconnect needs, and the imec work is a long-term project not for the current AFRL contract. CFO Thomas Kramer disclosed the Qubitekk acquisition price as $22 million in cash. CEO Peter Chapman added that the company is shifting its focus from near-term government contracts towards enterprise commercial revenue, driven by the new application development initiatives, which aligns with the strategy outlined since the IPO.

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    Tyler Anderson's questions to Aeva Technologies Inc (AEVA) leadership

    Tyler Anderson's questions to Aeva Technologies Inc (AEVA) leadership • Q4 2024

    Question

    Tyler Anderson, on for Richard Shan, asked for more details on the new top-10 OEM, including its headquarters' general location, operating geographies ex-China, and the potential size and cadence of model ramps. He also questioned if the planned manufacturing capacity is sufficient for the next few years.

    Answer

    CEO Soroush Dardashti described the partner as a well-known global OEM and a leader in introducing new technology, without naming it. He stated the opportunity is massive, covering multiple vehicle lines, and could be worth at least $1 billion-plus in revenue, similar to the Daimler Truck program. Regarding manufacturing, he confirmed the plan to install capacity for over 100,000 units this year, noting the line is designed to be expandable and benefits from Aeva's simplified, low-component system architecture.

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    Tyler Anderson's questions to Aeva Technologies Inc (AEVA) leadership • Q3 2024

    Question

    Tyler Anderson, on for Richard Shannon, asked about the qualitative differences between Aeva's indoor and outdoor applications and the strategic reasoning behind pulling forward the first shipments of the Atlas sensor.

    Answer

    CEO Soroush Dardashti clarified that the Atlas product is used for both indoor and outdoor applications, such as monitoring people inside airport terminals and tracking airplanes outside. He stated the pull-forward of Atlas shipments by nearly six months was a strategic decision to capitalize on a sharp uptick in market interest following the Daimler Truck win. This acceleration allows Aeva to support new production wins like The Indoor Lab, which do not require immediate full automotive-grade certification, while continuing progress on automotive programs.

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