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Elon Musk’s Neuralink is a last chance at a normal life for some
Kate Kegans doesn’t own a Tesla or any other products from Elon Musk’s many entities. Still, his Neuralink program could be her last chance at a normal life after experiencing vision impairments nearly nine years ago.
“I started having double vision, especially when I looked down,” Kegans said about her initial symptoms in 2011. “I went to my ophthalmologist. He goofed around with contact lenses for a year with no improvement, so my General Physician recommended a specialist.” An MRI revealed a cavernous malformation on her brain stem, which sent her to a Brain and Spine specialist in Phoenix, Arizona.
After having one resection of the malformation in 2011, the issues didn’t resurface for three years, until the doctor who performed the first surgery performed another one in 2015. However, the 2015 surgery didn’t go all the way to completion after “unfavorable conditions” aborted the effort once the surgery began.
Kate then underwent a third surgery to attempt the resection of the cavernous malformation in July 2018. While doctors called this surgery a success, Kegans has not lived a normal life since. After the surgery, she began experiencing symptoms that came to be recognized as signs of complete hemi-body dysesthesia, which included freezing and burning sensations on the right side of her body, and the inability to feel temperature changes on that side, making her prone to burns and scalds.
“Honestly, at this point, I wish I had not done the procedure, and dealt with the ‘ticking time bomb’ instead,” she said. As a result, Kegans has been forced to look at nearly every option due to relatively no improvement in her condition.
“I have tried extensive surgical procedures to ‘fix’ this,” she told Teslarati. Kegans then outlined the extensive list of treatments that have come to no resolve for her issues. Everything from Deep Brain Stimulation (the process of sending electrical impulses to specific targets in the brain), an Intrathecal Catheter with PRIALT (a pump placed in the body with a direct line that delivers medication into the spinal fluid), multiple cingulotomies (a surgery where tissue in the anterior cingulate region of the brain is altered, creating a lesion), Gamma Knife Radiation (surgery that destroys precisely selected areas of tissue by using radiation and not a blade), and a mesencephalotomy (an ablative procedure which lesions the pain pathways at the midbrain level to treat pain), all have had no effect on her condition.
In fact, one surgery disrupted her vision, an issue that was eventually fixed with another episode that took Kegans under the knife in November 2019. After it was fixed, the mesencephalotomy, which took place in July 2020, disrupted her vision once again. After having another surgery just eight weeks ago to improve her vision, she states that it still has not been fixed.
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After trying a non-surgical route through various medications, including ketamine infusions, medicinal marijuana, gabapentin, and naltrexone, Kegans has one more option, as she says she is desperate. “I am willing to try anything to get back to normal.”
Enter: Neuralink
In August 2020, Elon Musk unveiled the “Link v0.9,” Neuralink’s latest and greatest implant device aimed to begin the surge toward curing various neurological diseases. A few sassy pigs with Neuralink chips implanted in their brains were among the first publicly unveiled test subjects. One, in particular, Gertrude, was a great example of how Neuralink could be used to battle various neurological diseases, including the loss of limb function.
Elon Musk’s Neuralink unveils sleek V0.9 device, uses sassy pigs for live brain machine demo
The Neuralink implant was able to predict all the limb movements based on the neural activity that was being read. With all of the improvements and developments in the Neuralink chip, many became believers in Musk’s most recent endeavor. One of them, a friend of Kegans, who sent her information about the pigs from the demonstration.
“My friend, who is a nurse, sent me an article on Neuralink. They said that human trials would eventually start,” Kegans said.
Neuralink has a handful of problems that it plans to solve on the neurological spectrum of injuries. Everything from memory loss, to blindness, to paralysis, to seizures will be a target for the chip. Another one is extreme pain, something that Kegans experiences on a daily basis, and it has affected her ability to live a normal life for years.
“I am 57 years old,” she said. “I used to be very active, and I need help returning to a normal life. I have zero quality of life now, and I am willing to try anything to get back to normal.”
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FDA Designation, and what lies ahead for Neuralink’s possible patients
In July, the Food and Drug Administration (FDA) gave Neuralink a “breakthrough device” designation, allowing the company to continue working with its Link v0.9. Eventually, the device could be sewn deeper into the brain, allowing for a wider variety of functions beyond the upper cortex. Some of the issues that could be solved would deal with addiction, depression, and motor function.
As of now, human trials are the next step for Neuralink to make some real noise in the medical sector. On February 1st, Musk gave an update regarding Neuralink’s development with the FDA, where he indicated the company was in constant communication with the federal agency to ensure implant safety.
Neuralink is working super hard to ensure implant safety & is in close communication with the FDA. If things go well, we might be able to do initial human trials later this year.
— Elon Musk (@elonmusk) February 1, 2021
After stating that human trials could begin as soon as this year, several people, Kegans included, reached out to talk about the possibility of being included in the first Neuralink trials. While no details are known yet, there are plenty of people out there who have been affected by severe brain injuries that have negatively altered their lives. Neuralink could be the key to eventually making neurological disorders a thing of the past, especially as the company plans to create a chip that will be affordable for virtually everyone.
In a new note to investors on Tuesday, Morgan Stanley analyst Andrew Percoco said that Tesla has one big financial question to answer for investors regarding its Robotaxi rollout, Full Self-Driving software, and Optimus.
Percoco said in the note that, for the most part, investors are still very positive about the direction the company is headed. However, there are some things the firm would like to see, and they have to do with financials.
Tesla (TSLA) Q2 2026 earnings results: miss on EPS, beat on revenue
Tesla bulls are more than convinced that the company’s Full Self-Driving software is proof it can develop physical AI. Financially, however, there are still some questions, especially on elevated spending, which CEO Elon Musk said would occur as the company works to roll out Robotaxi faster and continue developing its Optimus robot.
The latter two are where Tesla will have to prove progress to investors, as Percoco writes that both projects “will require clearer evidence that Robotaxi is scaling and more tangible Optimus proof points to support the ROI on elevated capex.”
Percoco said the second quarter earnings call did not change his long-term thesis of where Tesla is positioned in the AI race, which is out in front. However, there are concerns that weaker gross margins and higher R&D spend will stress financials, and that has “sharpened our (and investors’) focus on measurable progress across Robotaxi and Optimus.”
Additionally, Robotaxi still needs to be proven with more operation in existing cities while maintaining safety but improving how many rides it gives in any given time, he said. For Optimus, Percoco wrote that he is “still looking for evidence beyond commentary around SOP.”
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Morgan Stanley put Percoco in charge of covering Tesla after long-time analyst Adam Jonas transitioned to the automotive side.
Currently, Morgan Stanley has a $415 price target on Tesla and a ‘Hold’ rating on the stock. It is trading at around $330 at the time of publication, which was 2:30 P.M. on the East Coast.
SpaceX’s massive investment in AI will make it a big winner, Argus Research said after the company’s successful earnings call last week.
The firm also upgraded shares to a Buy from Hold and set a $160 price target.
SpaceX (NASDAQ: SPCX) is currently recovering from its heavy AI infrastructure investments, as it spent nearly $16 billion in Q2 alone. The company did this primarily by monetizing high-demand GPU compute capacity at a much faster pace than traditional data center economics would suggest.
Company CFO Bret Johnsen said that SpaceX would be able to pay back anything on new deployments within a year.
There are plenty of ways the company can do this:
Leasing excess compute capacity through contracts
SpaceX has already built Colossus and Colossus II, largely for its own model training. However, much of that capacity is already rented out to third parties. It already has major deals with Anthropic, Google, and Reflection AI. These partnerships are adding billions per month to SpaceX’s spreadsheet.
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High utilization driven by industry-wide scarcity
The demand for advanced AI training and inference capacity continues to exceed what is available for use. SpaceX can fill new racks quickly after they come online, so the capital deployed converts into revenue with minimal idle time.
Additionally, management and outside observers have described the new compute capital as behaving more like a cost-of-goods-sold than traditional multi-year capex, especially because of this rapid monetization pattern.
Capacity has already scaled from ~0.4 GW a year to 1.4 GW annually by the end of Q2. There are targets of more than 2 GW by year-end.
High incremental margins on the rental business once capacity is online
GPU cloud providers often operate at strong gross margins. SpaceX can monetize capacity that was already partially built or can be added efficiently. This means that incremental EBITDA margins on the rental revenue are usually high. This accelerates cash recovery relative to the gross capital outlay.
Parallel monetization of its own AI software and applications
Beyond pure infrastructure rental, SpaceX also generates revenue from Grok through subscriptions and usage, from X through ads, data, and other related services, enterprise APIs, and the planned integration of the Cursor coding tools acquisition.
These application layers ride on the same compute infrastructure and provide additional high-margin streams that could offset build-out costs. AI-segment revenue overall rose sharply to about $2.6 billion in Q2, according to Motley Fool. This was driven primarily by the infrastructure contracts, but the software side is also partially responsible.
Efficient, large-scale deployment and vertical integration advantages
SpaceX has emphasized the rapid construction of power and cooling infrastructure and favorable cost-per-megawatt economics relative to industry benchmarks in some disclosures.
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Combined with its ability to scale capacity aggressively and the fact that many contracts start generating revenue within months of capacity coming online, the effective payback compresses dramatically compared with more conventional multi-year data-center projects.
SpaceX’s dominant near-term recovery path will turn the AI clusters into a hyperscale-style compute rental business for other leading AI companies while still using a portion for internal models.
Tesla headlights have caused a recall of over 20,000 of the company’s two most popular vehicles, the Model 3 and Model Y, due to the low-beam bulb exceeding the maximum allowed intensity according to federal standards.
Tesla initiated the recall with the National Highway Traffic Safety Administration (NHTSA) this morning, stating that the low-beam output “exceeds the maximum allowed intensity in the outer upper-right and outer upper-left areas of the 10U and 90U zone, as prescribed in FMVSS No. 108.”
Tesla sourced the impacted headlights from Marelli Automotive Lighting, a Mexico-based company. The recall impacts 2020-2023 Model Y vehicles and 2017-2023 Model 3 vehicles. It is estimated that every VIN in this recall is impacted by the defect.
🚨 Tesla is recalling 20,349 2020-23 Model Y vehicles and 2017-23 Model 3 vehicles due to an excessively bright headlamp low beam.
Currently, there is no remedy plan in place, as it is still being developed. pic.twitter.com/y34cIO2U0B
— TESLARATI (@Teslarati) August 11, 2026
Typically, Tesla would remedy recalls of this nature through an Over-the-Air software update, which has been a major focus of criticism by the company and its supporters because the NHTSA still refers to it as a “recall,” even though it requires no action by the vehicle owner. The fix is shipped over the internet and downloaded to the car.
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However, there appears to be a potentially different solution for this problem. Tesla has not developed a remedy for this issue, so it could potentially be on the way. The big issue appears to be the fact that these recalled lamps are out of production, and this is an old body style for both vehicles. The headlights and front-end designs are completely different.
Tesla switched to another supplier when the affected headlight design was discontinued. It plans to begin notifying owners of their remedy options by September 15.
Tesla filed a petition protesting the recall to fix the vehicles’ headlight issue, but the NHTSA denied it. Now, Tesla will come up with a solution to fix it.
Tesla has one big financial question to answer for investors: Morgan Stanley
SpaceX AI investment gamble will make it a big winner, firm says
