RGTI

Rigetti Computing, Inc.

stock all instruments

+4.3

net board stance what this means

11.75

+19.3% · close 2026-11-06

-20% / -34% / -66%

1m / 3m / 12m

-37%

vs SPY since 2025-08-01

of 52w range · -65.8% off high

—

hit rate as primary

Where All-In Alpha stands — 1 live idea

idea	call	play	conviction	contributes	moved yet?	scored in
🤖 Willow's error-correction scaling puts encryption on a two-to-five-year clock POD DISAGREES	▲ LONG	adjacent ×0.5	8.5	+4.3	—	36d

Where the winds are blowing

NET BOARD STANCE, LAST 60 EPISODES — rising = the besties are building this position, falling = abandoning it. From the conviction ledger; an idea counts from birth until its window closes. Dots mark episodes where this ticker's ideas were actually mentioned; a dashed stretch is silence. Last mention E207 · silent for 88 episodes.

PRICE VS SPY OVER THE SAME WINDOW, % — did the talk lead the tape or follow it?

Who's pushing which way

each voice's net push ON THIS TICKER — their most recent stance per idea × that idea's direction ON THIS TICKER × strength, so supporting a bearish idea pushes down, unless this ticker is listed as the other side of it. Not conviction (that lives on the idea); this is direction of travel per person. what w= means

Friedberg 55% tech

1 idea (1 live) · last heard E207

pushes up

Chamath 45% tech

1 idea (1 live) · last heard E207

pushes up

Keith Rabois guest ×1.0

1 idea (1 live) · last heard E207

-3

pushes down

What resolves next

scoring dates for the live ideas holding this ticker — each one turns into a scored result on that date, whether it flatters anyone or not

2026-12-13 36d ▲ 🤖 Willow's error-correction scaling puts encryption on a two-to-five-year clock 9

The tape — what was actually said

every capture on any idea holding RGTI, newest first · quotes verbatim, timestamps deep-link into the episode

Keith Rabois oppose ×3 ▲ on 🤖 Willow's error-correction scaling puts encryption on a two-to-five-year clock E207 · 2024-12-13 ▶ 35:53

First of all, I think there's a long time before this becomes a commercial product or application of any sort. So it's great that they're taking money, but think about it as almost like Stanford takes money or the US government funds basic research in some ways. This is at least a decade out kind of thing.

Chamath support ×3 ▲ on 🤖 Willow's error-correction scaling puts encryption on a two-to-five-year clock E207 · 2024-12-13 ▶ 32:19

So if you think of Willow as essentially like one stable, logical, qubit equivalent in a chip, we need about 4,000 to break RSA 2048, and we need about 8,000 to break SH8256, which is the underlying encryption framework for Bitcoin.

Friedberg support ×3 ▲ on 🤖 Willow's error-correction scaling puts encryption on a two-to-five-year clock E207 · 2024-12-13 ▶ 27:39

And so we're now kind of spitting distance or a couple of years. It's not really clear. Is it three years, five years, seven years? But a couple of years away from having computers that theoretically could crack all encryption standards... And all of computing and all software is going to need to move to post quantum encryption in the next couple of years.