I've been public about my conviction on @quipnetwork all week. I want to be equally public about what I got wrong early on, because I think intellectual honesty is the only thing that makes opinion accounts worth following. What I underestimated initially: 1. The post-quantum wallet story. I came in focused on the mining/PoUW angle. I underweighted how significant wrapping MetaMask and Ledger with quantum-resistant cosigners is. That's not a secondary feature it might be the higher-adoption product in the near term. 2. The compute marketplace angle. I thought of @quipnetwork as a blockchain project with quantum hardware. It's more accurate to say it's a quantum compute marketplace with a blockchain settlement layer. That reframe changes the entire valuation model. 3. The team's enterprise connections. A co-founder who came from Acorns, YC, and industrial engineering isn't just building for CT. The eventual buyers of optimization compute aren't crypto native. I underweighted how that changes the go-to-market. What I got right: the D-Wave validation story, the timeline urgency, and the PoUW mechanism. My opinion: updating your views publicly is more valuable to your audience than performing certainty you don't have. I was right on some things and wrong on others and I think the overall position still holds. What did you get wrong about Quip when you first looked at it?