Yeah, to my extremely limited understanding currently quantum algorithms are best for optimization problems in terms of obvious business value. Meaning their utilization does not need innovation, just a quantum compute platform to a known but currently intractable problem.

Old big companies with lots of logistics presumably have lots of logistics problems (optimization) they would not mind solving.

So I would expect the first customers of any relevant quantum stack to be the companies whose business depends on large scale physical, not the digital world. With problems that are already analyzed, but lack agreeable solution.

Hence FAANG are not necessarily the first clients.