Quantum, space, fusion: 3 firms engineering the future

In this episode of "Short Briefings on Long Term Thinking," host Leo Kellyan interviews Luke Ward, an investment manager at Baillie Gifford, about three private companies with the potential to drive significant human progress: SciQuantum (quantum computing), SpaceX (space travel), and Shine Technologies (nuclear fusion). Luke explains the technological and business innovations behind each company, emphasizing their unique approaches and potential for long-term value creation. The discussion covers SciQuantum's scalable approach to quantum computing using silicon, SpaceX's reusable rocketry and Starlink satellite network, and Shine Technologies' phased approach to nuclear fusion, starting with imaging and radiopharmaceuticals before energy generation. Luke also shares insights into Baillie Gifford's investment strategies, highlighting the importance of identifying companies with both technological and business innovations and the value of long-term partnerships.