The Story of Infleqtion: From Investor Curiosity to Quantum Commercialization

The Story of Infleqtion: From Investor Curiosity to Quantum Commercialization

In 2017, Matthew Kinsella went down what he calls “the quantum rabbit hole.” As an investor at Maverick Ventures, he’d spent nearly two decades evaluating companies. But quantum was different. “If you ever go down it, you’ll find out, is deep and winding,” he explains. After meeting with numerous quantum computing companies, he reached an unconventional conclusion: “It was probably too early to pick a company, let alone a modality.”

So he did what any rational investor would do—he started one from scratch.

In a recent episode of Category Visionaries, Matthew walked through Infleqtion’s journey from university research to commercial quantum company with an $11 million government contract. What emerges isn’t a story about inevitable success or visionary foresight. It’s about recognizing when technical differentiation creates market opportunity.

The Nobel Prize Foundation

Infleqtion’s technical roots trace back through multiple Nobel Prizes awarded for work at CU Boulder. The university had become “a hotbed of innovation in the physics world,” particularly around precisely controlling atoms with lasers. When you control atoms this precisely, “we can isolate their quantum properties,” Matthew explains. “Some of the very strange things that happen down at the world of the very small.”

Dana Anderson, a professor who’d worked on several Nobel Prize-winning teams, pioneered neutral atoms. What made Anderson’s work different wasn’t just scientific elegance—it was practical deployability. Most quantum systems require massive cryogenic freezers. These systems are beautiful but constrained—”they kind of look like chandeliers,” Matthew notes.

Anderson’s approach “froze atoms by shooting them with lasers.” The atoms become “the coldest place in the known universe based upon how much they’re not moving. But the glass cell that they live in, the ultra high vacuum cell they live in, is at room temperature.”

This unlocked strategic possibility. If the containment vessel stays at room temperature, systems can be “field deployed, they can be ruggedized, and most importantly, they can be cost down and shrunk.”

The Calling

Matthew seeded Infleqtion in 2018 and joined the board, helping move the company “from the research world to the commercial world.” The mission: “Commercialize quantum. And we really need to show that quantum can do things orders of magnitude better, like I said, than existing standards.”

For six years, he stayed in his lane—board member, investor, advisor. He had “a very defined path” ahead. Nearly 20 years at Maverick, living in San Francisco, a wife from the Bay Area. Then the CEO opportunity emerged.

“It was sort of one of those once in a lifetime opportunities,” Matthew reflects. “I think this is going to be an absolutely game changing company for humanity. Like, this is very important technology to get out into the world, for our country, for our allies. And so I felt really, honestly, like a great calling to come do this.”

Not an opportunity—a calling. Not career advancement, but obligation.

From Research to Revenue

The commercial strategy Matthew inherited had clear logic: take DARPA research programs and turn them into products. He describes it as “this conveyor belt on where we take these products from the research world and into the commercial realm.”

The first product is Ticker. It’s an optical quantum clock that “keeps time a thousand times more accurately than anything else out there in the market,” operating at picosecond levels. This matters because “so much of our world is dependent upon time.”

Every financial transaction, data center workload, and GPS signal depends on timekeeping. GPS itself is fundamentally “a time distribution system.” More accurate clocks enable GPS accurate “down to the centimeter and could work inside buildings and could work underground.”

The military applications become clear when you understand the threat. GPS spoofing attacks are accelerating—”airline pilots are flying in what they know to be over Europe, but their GPS system is telling them they’re over Asia.” In conflict, “first shots fired would be to take out each other’s GPS. The side that could navigate and synchronize in a GPS denied environment would have a massive strategic advantage.”

Infleqtion just closed a $10.9 million contract for these clocks. But the same quantum manipulation can be adapted: “It’s not that far of a hop, skipping of a jump to turn that same atom into an RF antennae. And that RF antenna can receive the entire frequency spectrum.”

The Quantum Computing Horizon

The ultimate application remains quantum computing, though Matthew is refreshingly honest about timeline. When people hear “quantum,” they think of quantum computing, and “it’s always been somewhere between five and ten years away that we’ll finally get there.”

The threshold is 100 logical qubits—that’s “quantum supremacy, where a quantum computer is going to do something that a classical computer can’t do, nor could it ever do.” Today we’re “still in the single digits,” but “I think it very well could be. This next five year timeframe is when we do start to reach quantum advantage.”

What becomes possible? “If I were to say to a computer, build me a material that is as light as plastic but as strong as steel. A traditional computer could never do that because there’s too many possible combinations of the different molecular structures to create. That quantum computer could simultaneously simulate all of those things and then come up with that material and tell you how to build it and give you the recipe.”

The Vision

Looking ahead, Matthew’s vision expands beyond individual products: “The vision is that quantum technologies have permeated all of our lives, and we don’t even care that they’re quantum. It’s just enabled precision levels and computation levels that have never been possible for humanity.”

He points to a fundamental insight: even the most powerful classical computers are “boiling the way the real world works down into zeros and ones. It’s a heuristic for the way the world works, but the world doesn’t actually work that way. The world ultimately works based upon quantum physics.”

Companies that can “model the world and measure the world at that quantum level of precision” won’t just build better clocks. They’ll enable elevators to the stratosphere, drugs designed molecule-by-molecule, materials that exist only because we could finally simulate their creation.

This is why Matthew made the leap. Not to incrementally improve existing technology, but to commercialize the underlying physics that makes new categories of capability possible.