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Elon Musk’s Neuralink unveils sleek V0.9 device, uses sassy pigs for live brain machine demo
After another year of successfully staying in the shadows, Elon Musk’s Neuralink has revealed what’s been going on behind the scenes in terms of technological progress. In a live streamed event on Friday afternoon, the brain-machine interface company gave a demonstration, took questions, and left audiences with even more to mull over than ever.
“The primary purpose of this demo is recruiting,” Musk stated at the very beginning of the presentation. He emphasized that everyone at some point in their life will face a brain or spine problem – all inherently electrical – meaning it takes electrical solutions to solve electrical problems. Neuralink’s goals are to solve these problems for anyone who wants them solved, and that application will be simple and reversible with no negative effects.
Two pigs were used for the ‘real-time’ demonstration promised in the days leading up to the event. The first, named Gertrude, had a Neuralink implant installed for two months and was shown to be healthy and happy. A second pig, named Dorothy, had the implant previously installed and removed with no side effects afterward.
- Elon Musk shows off the Neuralink v0.9 Device (Credit: Neuralink)
After a bit of a delay from the amusingly sassy Neuralink-implanted pigs, the live stream and in-house audience witnessed Gertrude’s device in action. Notably, the neural implants could predict all the limb movements of the pigs based on the neural activity being read. Each reading was shown on a screen and musical notes attached as the data was processed.
Overall, here are some of the main takeaways from the presentation.
- The Neuralink implant device has been dramatically simplified since Summer 2019. Its design will be very low profile and nearly invisible on the outside, leaving only a small scar that could be covered by hair. “It’s like a FitBit in your skull with tiny wires,” Musk half-joked. “I could have it right now and you wouldn’t even know. Maybe I do!”
- The implant device is inductively charged, much like wireless smartphones are charged. It will also have functions that are akin to those available on smartwatches today.
- A “smart” robot installs the device, which requires engineering talent to accomplish, hence the recruiting focus of the Neuralink event. The “V2” robot featured in this year’s presentation looks like a step up from last year’s machine.
- The electrodes are installed without general anesthesia, no bleeding, and no noticeable damage. The currently developed robot has done all the current implant installations to date.
- The implant can be installed and removed without any side effects.
- You can have multiple Neuralink devices implanted and they will work seamlessly.
- The implant device would have an application linked to your phones.
- Neuralink received a ‘breakthrough device’ designation from the FDA in July, and the company is working with the agency to make the technology as safe as possible.
- The device will eventually be able to be sewn deeper within the brain, thereby having access to a greater range of functions beyond the upper cortex. Examples are motor function, depression, and addiction.
- Getting a Neuralink should take less than an hour, without the need for general anesthesia. Users could have the surgery done in the morning and go home later during the day.
- Credit: Neuralink
- Credit: Neuralink
The idea for Musk’s AI-focused brain venture first seemed to really take off after his appearance at Vox Media’s Recode Code Conference in 2016. The CEO had discussed the concept of a neural lace device on several occasions up to that point and suggested at the conference that he might be willing to tackle the challenge himself. A few months later, he revealed that he was in fact working on the idea, which was detailed at great length by Tim Urban on his website Wait But Why.
“He started Neuralink to accelerate our pace into the Wizard Era—into a world where he says that ‘everyone who wants to have this AI extension of themselves could have one, so there would be billions of individual human-AI symbiotes who, collectively, make decisions about the future.’ A world where AI really could be of the people, by the people, for the people,” Urban summarized. Given that bigger picture perspective, the 2020 Neuralink event seems even more impactful.
Neuralink’s official Twitter account opened the virtual floor to questions using the #askneuralink hashtag the night before the event, prompting several questions during the presentation. However, Musk fanned the building curiosity in the hours beforehand. “Giant gap between experimental medical device for use only in patients with extreme medical problems & widespread consumer use. This is way harder than making a small number of prototypes,” Musk responded to one question directed towards the mass market viability of a future Neuralink product line.
https://twitter.com/flcnhvy/status/1299422178329362437
Also in the days prior to the Neuralink event, Musk teased a few more bits of information about what to expect. “Live webcast of working @Neuralink device,” he said. Just prior to his confirmation of the device demonstration, he revealed that version two of the robot initially shown in the first progress update in 2019 wasn’t quite up to the level of a LASIK eye surgery machine, though only a few years away.
You can watch the full event below:
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.
Investor's Corner
Tesla releases Q4 and FY 2025 vehicle delivery and production report
Deliveries stood at 406,585 Model 3/Y and 11,642 other models, for a total of 418,227 vehicles.
Tesla (NASDAQ:TSLA) has reported its Q4 2025 production and deliveries, with 418,227 vehicles delivered and 434,358 produced worldwide. Energy storage deployments hit a quarterly record at 14.2 GWh.
Tesla’s Q4 and FY 2025 results were posted on Friday, January 2, 2026.
Q4 2025 production and deliveries
In Q4 2025, Tesla produced 422,652 Model 3/Y units and 11,706 other models, which are comprised of the Model S, Model X, and the Cybertruck, for a total of 434,358 vehicles. Deliveries stood at 406,585 Model 3/Y and 11,642 other models, for a total of 418,227 vehicles.
Energy deployments reached 14.2 GWh, a new record. Similar to other reports, Tesla posted a company thanked customers, employees, suppliers, shareholders, and supporters for its fourth quarter results.
In comparison, analysts included in Tesla’s company-compiled consensus estimate that Tesla would deliver 422,850 vehicles and deploy 13.4 GWh of battery storage systems in Q4 2025.
Tesla’s Full Year 2025 results
For the full year, Tesla produced a total of 1,654,667 vehicles, comprised of 1,600,767 Model Y/3 and 53,900 other models. Tesla also delivered 1,636,129 vehicles in FY 2025, comprised of 1,585,279 Model Y/3 and 50,850 other models. Energy deployments totaled 46.7 GWh over the year.
In comparison, analysts included in Tesla’s company-compiled consensus expected the company to deliver a total of 1,640,752 vehicles for full year 2025. Analysts also expected Tesla’s energy division to deploy a total of 45.9 GWh during the year.
Tesla will post its financial results for the fourth quarter of 2025 after market close on Wednesday, January 28, 2026. The company’s Q4 and FY 2025 earnings call is expected to be held on the same day at 4:30 p.m. Central Time.








