Zapata Quantum (ZPTA) Global Technology Virtual Investor Conference summary

Industry context and trends

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

• Recent U.S. executive orders and global government investments highlight quantum's strategic importance and the urgency for application development.

• Early movers in quantum are expected to capture the majority of economic value, with McKinsey projecting 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

• Recognized as the only U.S.-based, publicly traded quantum software leader, with 60+ foundational patents and 40+ peer-reviewed papers.

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

• Achieved a breakthrough in cancer drug discovery with Dana-Farber, named a top 10 paper by Nature Biotech for 2025.

• Developed QuantumGraph and QuantumPilot, unified tools for the quantum application lifecycle, leveraging foundational IP.

• Team has deep roots in Harvard's Quantum Lab, with leadership experienced in scaling tech businesses.

Strategic initiatives and partnerships

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

• Applied for major government programs, including the DOE Genesis Mission, with strong institutional partners and support.

• Pursuing strategic IP licensing and acquisitions to expand capabilities and market reach.

• Recently completed a $15 million oversubscribed strategic financing round to support growth and commercialization.

• Restructuring completed, balance sheet cleaned, and operations fully restored, positioning for uplisting to NASDAQ/NYSE.