Zapata Quantum (ZPTA) Investor presentation summary

Market opportunity and industry context

• Quantum computing is at an inflection point, with a projected $2 trillion economic value by 2035 and a $100 billion+ platform total addressable market, with early movers expected to capture most of the value.

• The industry is shifting from hardware to software, with recent executive orders and major tech leaders highlighting the need for quantum software innovation.

• Software is expected to drive value creation and market capitalization, as seen in previous technology cycles.

Company positioning and leadership

• Only US-based publicly traded quantum software company, spun out of Harvard in 2017, with over 60 foundational patents and 40+ peer-reviewed papers.

• Proven leadership team with deep expertise in quantum computing, AI, and intellectual property, including Harvard-trained scientists and experienced executives.

• Recognized for pioneering work, including selection for all phases of DARPA's Quantum Benchmarking Program and partnerships with leading organizations.

Product and technology platform

• Provides a unified platform for the full quantum application lifecycle: discovery, development, and deployment.

• Platform features include application discovery, resource estimation, benchmarking, and deployment tools, validated through industry and public sector collaborations.

• Foundational IP covers program compilation, optimization methods, and information retrieval, with patents considered critical for quantum/hybrid compilation.