A Pragmatic Look at the Inevitable
Of course, let’s not get carried away. Investing in any emerging technology carries risk, and this field is no exception. Some of these companies are young, their business models unproven, and they could easily be outmanoeuvred by the tech giants who are also, belatedly, waking up to the threat.
However, the demand for this technology feels almost non negotiable. It’s not a question of if organisations will need to upgrade their security, but when. Every bank, every government, every company with a server will have to make the switch. Government spending is already starting to flow, not for vague research projects, but for real world deployments. This creates a steady, growing demand cycle that could benefit the companies that get in early. It’s a rare thing to see a technological shift of this magnitude coming from so far away, giving investors a chance to get positioned for a transition that will likely unfold over the next decade.