01 Quantum (ONE) AI & Technology Virtual Investor Conference summary

Industry context and quantum threat landscape

• Quantum computing is expected to create unprecedented cybersecurity risks, with Q-Day predicted as early as 2029 based on IBM and Google forecasts.

• Major corporations and governments are already preparing for quantum threats, with the U.S. issuing NSM-10 to address vulnerabilities.

• Hackers can exploit 'harvest now, decrypt later' attacks, making current encrypted data vulnerable once quantum computers are available.

• The urgency to migrate to quantum-safe solutions is driven by the long lead times required for complex systems, especially in finance and government.

• Closed-world advancements in quantum computing could accelerate Q-Day unexpectedly, increasing the need for immediate action.

Product portfolio and commercial progress

• Developed quantum-safe solutions for remote access (with Hitachi), digital assets (qVAULT for qLABS), and email security (IronCAP X for Outlook).

• Hitachi partnership in Japan is exclusive, with revenue generated through engineering fees and ongoing royalties.

• qVAULT enables quantum-safe storage for digital assets, with users paying fees in $qONE tokens; 22.5 million tokens received as part of the deal.

• Quantum-safe email security targets a large market, with potential recurring revenue if even a fraction of business users adopt the solution.

• All three products are either generating or poised to generate revenue, positioning the company ahead of pre-revenue competitors.

AI and quantum safety innovation

• Developed math-preserving encryption to protect both AI models and user data, enabling secure AI operations without exposing sensitive information.

• Encrypted AI models prevent reverse engineering, addressing privacy concerns in sectors like defense and finance.

• Roadmap includes milestones for fully homomorphic encrypted models, private AI, and a marketplace for encrypted AI models by Q2 next year.

• The AI marketplace will allow vendors to list encrypted models, with the company collecting transaction fees.

• Sales and marketing for AI security solutions are underway, with expectations for significant revenue growth from 2026 onward.