Martin Shkreli: Big Pharma's Blind Spot, Betting Against Quantum & What Prison Taught Him

Shkreli is short quantum computing on technical grounds while staying long semis, OpenAI, Anthropic, and Meta, and doubts AI will produce any new drug within a decade.

• Quantum skepticism: Shkreli says he's short quantum computing stocks, arguing today's machines run at hundreds-to-thousands of hertz, single-threaded, with no quantum RAM, and only speed up niche problems like integer factorization — not matrix multiplication (MatMul), which is 99.9% of GPU workloads.
• Photonic computing as the real disruptor: He cites a Microsoft paper on Analog Optical Computing and startups Neurophos, Opticore, and Lumai doing MatMul 'in light... in instant time,' predicting H100s/B100s/B200s could be scrap in 20 years.

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