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Elon Musk’s Neuralink brain-machine interface is turning sci-fi into reality
Besides giving the world the option to switch to Tesla emissions-free electric cars and hopes of sending humans to Mars and beyond, Elon Musk also dreams of giving humans symbiosis with artificial intelligence through an implantable brain-machine interface created by Neuralink, a company he founded in 2016.
Neuralink is working on improving the basic structures of high-density Utah Array, a tiny chip that has become the industry benchmark for recording large populations of neurons. Dr. Richard Norman from the University of Utah invented the chip in 1997, which acts as an ultra-thin, flexible, and biocompatible polymer that connects the human brain to a tiny chip. During an event last year, Neurallink explained that the implant can be placed behind the ear and can interpret brain signals. Musk’s neural tech company has also invented a robot that can sew the implant to the brain with better precision than any human surgeon.
Wait until you see the next version vs what was presented last year. It’s *awesome*.
— Elon Musk (@elonmusk) February 3, 2020
So far, the brain-machine interface by Neuralink has reportedly helped a primate communicate with a computer interface. There are plans to install a prototype this year into a human. According to Musk, they are still on track to do this.
“It will ultimately be used to make up for entire lost sections of the brain due to stroke/accident/congenital. Don’t want to get too excited, but the potential is truly transformational for restoring brain & motor functions. There is no other way to do it imo,” Musk also wrote on Twitter.
The possibilities for Neuralink’s implant are endless. The symbiosis between humans and AI will be a long shot but Neuralink’s implantable device can pave the way for medical advancements that can help people with chronic neurological problems. Possible medical uses for Neuralink’s device in the future include controlling devices, restoring sensation, and synthetic speech.
CONTROLLING DEVICES
The brain is a complex network of nerves that uses impulses to sense the outside world and to control the human body. Neuralink will use these signals and amplify them so a patient can use them to be more functional. For example, someone with paralyzed upper extremity due to a stroke can have a brain-machine interface on the center of the brain that controls movements of the arm and hands which will help patients feed, dress, and generally function on their own.
Likewise, for someone who has an amputated limb, the Neuralink brain-machine interface will be able to communicate with a robotic arm to help someone use an artificial hand to write or use a computer. It can also be perfect for someone who needs to control a robotic leg to prop one up to stand without the help of anyone.
With a smart home setup, a paralyzed person who cannot clearly or is unable to speak and move can simply command a computer to dim the lights, turn on the air conditioner, or call someone if they need urgent attention.
While it might be a very long shot, these brain-machine interfaces interacting with other future technologies can also serve as bridges to parts of the body that are medically “disconnected”. For example, a patient with spinal cord injury has severed connections between the brain and parts of their body corresponding to the level their spinal cord was injured. The Neuralink implant can play pseudo stem cells that will provide the artificial connection so one can better function. Same for someone with multiple sclerosis whose nerves basically lose the sheath that makes them transmit electrical signals optimally.
“RESTORE” SENSATION
Just like how Neuralink can be exploited to help the brain control movement of a robotic arm, it is highly possible to tap into the sensory cortex of the brain. Sensation allows better manipulation of one’s environment and should be very helpful even when using robotic arms. One can tap the signals of the brain, send it to the brain-machine implant and to the robotic hand, for example, and back. If one grabs a glass of water, it can easily control the movement through space because the patient knows its shape, weight, texture, temperature, among other factors.
The Neuralink team also aims to use the brain-machine interface to “give back” one’s vision by tapping into the visual center of the brain.
SYNTHETIC SPEECH
With its ability to tap into specific signals of the brain, Neuralink also has the potential to create synthetic speech for people who are paralyzed or those with neurological conditions that do not allow them to speak.
These are just some of the things we can see Neuralink will be used for in the future. While all these seem to be fantastical, according to Neuralink, what they’re doing is not pulled from thin air but based on decades of neurological foundation.
Ultimately, with the dream of human-AI symbiosis, as more technologies develop, the use for Neuralink’s brain-machine implant will evolve. Elon Musk mentioned before that perhaps one day, it will be used for telepathic communication between humans or perhaps even drive a Tesla. Or perhaps, in the future, one can upgrade one’s knowledge and download terabytes of information with a blink of an eye through Starlink.
Elon Musk
Tesla CEO Elon Musk drops massive bomb about Cybercab
“And there is so much to this car that is not obvious on the surface,” Musk said.
Tesla CEO Elon Musk dropped a massive bomb about the Cybercab, which is the company’s fully autonomous ride-hailing vehicle that will enter production later this year.
The Cybercab was unveiled back in October 2024 at the company’s “We, Robot” event in Los Angeles, and is among the major catalysts for the company’s growth in the coming years. It is expected to push Tesla into a major growth phase, especially as the automaker is transitioning into more of an AI and Robotics company than anything else.
The Cybercab will enable completely autonomous ride-hailing for Tesla, and although its other vehicles will also be capable of this technology, the Cybercab is slightly different. It will have no steering wheel or pedals, and will allow two occupants to travel from Point A to Point B with zero responsibilities within the car.
Tesla shares epic 2025 recap video, confirms start of Cybercab production
Details on the Cybercab are pretty face value at this point: we know Tesla is enabling 1-2 passengers to ride in it at a time, and this strategy was based on statistics that show most ride-hailing trips have no more than two occupants. It will also have in-vehicle entertainment options accessible from the center touchscreen.
It will also have wireless charging capabilities, which were displayed at “We, Robot,” and there could be more features that will be highly beneficial to riders, offering a full-fledged autonomous experience.
Musk dropped a big hint that there is much more to the Cybercab than what we know, as a post on X said that “there is so much to this car that is not obvious on the surface.”
And there is so much to this car that is not obvious on the surface
— Elon Musk (@elonmusk) January 2, 2026
As the Cybercab is expected to enter production later this year, Tesla is surely going to include a handful of things they have not yet revealed to the public.
Musk seems to be indicating that some of the features will make it even more groundbreaking, and the idea is to enable a truly autonomous experience from start to finish for riders. Everything from climate control to emergency systems, and more, should be included with the car.
It seems more likely than not that Tesla will make the Cybercab its smartest vehicle so far, as if its current lineup is not already extremely intelligent, user-friendly, and intuitive.
Investor's Corner
Tesla Q4 delivery numbers are better than they initially look: analyst
The Deepwater Asset Management Managing Partner shared his thoughts in a post on his website.
Longtime Tesla analyst and Deepwater Asset Management Managing Partner Gene Munster has shared his insights on Tesla’s Q4 2025 deliveries. As per the analyst, Tesla’s numbers are actually better than they first appear.
Munster shared his thoughts in a post on his website.
Normalized December Deliveries
Munster noted that Tesla delivered 418k vehicles in the fourth quarter of 2025, slightly below Street expectations of 420k but above the whisper number of 415k. Tesla’s reported 16% year-over-year decline, compared to +7% in September, is largely distorted by the timing of the tax credit expiration, which pulled forward demand.
“Taking a step back, we believe September deliveries pulled forward approximately 55k units that would have otherwise occurred in December or March. For simplicity, we assume the entire pull-forward impacted the December quarter. Under this assumption, September growth would have been down ~5% absent the 55k pull-forward, a Deepwater estimate tied to the credit’s expiration.
“For December deliveries to have declined ~5% year over year would imply total deliveries of roughly 470k. Subtracting the 55k units pulled into September results in an implied December delivery figure of approximately 415k. The reported 418k suggests that, when normalizing for the tax credit timing, quarter-over-quarter growth has been consistently down ~5%. Importantly, this ~5% decline represents an improvement from the ~13% declines seen in both the March and June 2025 quarters.“
Tesla’s United States market share
Munster also estimated that Q4 as a whole might very well show a notable improvement in Tesla’s market share in the United States.
“Over the past couple of years, based on data from Cox Automotive, Tesla has been losing U.S. EV market share, declining to just under 50%. Based on data for October and November, Cox estimates that total U.S. EV sales were down approximately 35%, compared to Tesla’s just reported down 16% for the full quarter. For the first two months of the quarter, Cox reported Tesla market share of roughly a 65% share, up from under 50% in the September quarter.
“While this data excludes December, the quarter as a whole is likely to show a material improvement in Tesla’s U.S. EV market share.“
Elon Musk
Tesla analyst breaks down delivery report: ‘A step in the right direction’
“This will be viewed as better than feared deliveries and a step in the right direction for the Tesla story heading into 2026,” Ives wrote.
Tesla analyst Dan Ives of Wedbush released a new note on Friday morning just after the company released production and delivery figures for Q4 and the full year of 2025, stating that the numbers, while slightly underwhelming, are “better than feared” and as “a step in the right direction.”
Tesla reported production of 434,358 and deliveries of 418,227 for the fourth quarter, while 1,654,667 vehicles were produced and 1,636,129 cars were delivered for the full year.
Tesla releases Q4 and FY 2025 vehicle delivery and production report
Interestingly, the company posted its own consensus figures that were compiled from various firms on its website a few days ago, where expectations were set at 1,640,752 cars for the year. Tesla fell about 4,000 units short of that. One of the areas where Tesla excelled was energy deployments, which totaled 46.7 GWh for the year.
🚨 Wedbush’s Dan Ives has released a new note on Tesla $TSLA:
“Tesla announced its FY4Q25 delivery numbers this morning coming in at 418.2k vehicles slightly below the company’s consensus delivery estimate of 422.9k but much better than the whisper numbers of ~410k as the…
— TESLARATI (@Teslarati) January 2, 2026
In terms of vehicle deliveries, Ives writes that Tesla certainly has some things to work through if it wants to return to growth in that aspect, especially with the loss of the $7,500 tax credit in the U.S. and “continuous headwinds” for the company in Europe.
However, Ives also believes that, given the delivery numbers, which were on par with expectations, Tesla is positioned well for a strong 2026, especially with its AI focus, Robotaxi and Cybercab development, and energy:
“This will be viewed as better than feared deliveries and a step in the right direction for the Tesla story heading into 2026. We look forward to hearing more at the company’s 4Q25 call on January 28th. AI Valuation – The Focus Throughout 2026. We believe Tesla could reach a $2 trillion market cap over the coming year and, in a bull case scenario, $3 trillion by the end of 2026…as full-scale volume production begins with the autonomous and robotics roadmap…The company has started to test the all-important Cybercab in Austin over the past few weeks, which is an incremental step towards launching in 2026 with important volume production of Cybercabs starting in April/May, which remains the golden goose in unlocking TSLA’s AI valuation.”
It’s no secret that for the past several years, Tesla’s vehicle delivery numbers have been the main focus of investors and analysts have looked at them as an indicator of company health to a certain extent. The problem with that narrative in 2025 and 2026 is that Tesla is now focusing more on the deployment of Full Self-Driving, its Optimus project, AI development, and Cybercab.
While vehicle deliveries still hold importance, it is more crucial to note that Tesla’s overall environment as a business relies on much more than just how many cars are purchased. That metric, to a certain extent, is fading in importance in the grand scheme of things, but it will never totally disappear.
Ives and Wedbush maintained their $600 price target and an ‘Outperform’ rating on the stock.
Tesla CEO Elon Musk drops massive bomb about Cybercab
Tesla Q4 delivery numbers are better than they initially look: analyst
