Zapata Quantum (ZPTA) investor relations material

Industry context and trends

• Quantum computing is shifting from hardware focus to software-driven value creation, mirroring past tech cycles like AI and cloud computing.

• Recent U.S. executive order and global government investments validate the strategic importance of quantum application development.

• Early movers in quantum are expected to capture the majority of economic value, with McKinsey estimating a $2 trillion market by 2035.

• Software is positioned as the primary driver of value in the quantum super cycle, as seen in previous technology waves.

• Enterprises are cautious about hardware lock-in, increasing demand for hardware-agnostic quantum software solutions.

Company positioning and achievements

• Only U.S.-based, publicly traded quantum software company, spun out of Harvard in 2017.

• Holds 60+ foundational patents and has published 40+ peer-reviewed papers.

• Led all phases of DARPA's quantum benchmarking program and collaborated with Fortune 500 firms and top research institutions.

• Recognized for pioneering work in drug discovery, notably with Dana-Farber Cancer Institute, producing molecules to inhibit the KRAS mutation.

• Developed QuantumGraph and QuantumPilot, unified tools for quantum application lifecycle management.

Strategic initiatives and partnerships

• Announced a collaboration with NVIDIA to apply agentic AI to quantum algorithm development, aiming to drastically reduce development timelines.

• Actively pursuing government grants and programs, including a strong application to the DOE Genesis Mission with major research labs and NVIDIA.

• Commercial pipeline includes both public and private sector engagements, with a focus on compressing project timelines using proprietary tooling.

• Plans to leverage IP licensing and strategic acquisitions for future growth.