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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.
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- 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.
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- Credit: Neuralink
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- 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:
News
Wedbush’s Dan Ives sees ‘monster year’ ahead for Tesla amid AI push
In a post on X, the analyst stated that the electric vehicle maker could hit a $3 trillion market cap by the end of 2026 in a bullish scenario.
Wedbush analyst Dan Ives is doubling down on Tesla’s (NASDAQ:TSLA) long-term upside. In a post on X, the analyst stated that the electric vehicle maker could hit a $3 trillion market cap by the end of 2026 in a bullish scenario, thanks to the company’s efforts to develop and push its artificial intelligence programs.
An aggressive valuation upside
Ives, Wedbush’s global head of tech research, stated in his post that Tesla is entering a pivotal period as its autonomy and robotics ambitions move closer to commercialization. He expects Tesla’s market cap to reach $2 trillion in 2026, representing roughly 33% upside from current levels, with a bull case up to a $3 trillion market cap by year-end.
Overall, Ives noted that 2026 could become a “monster year” for TSLA. “Heading into 2026, this marks a monster year ahead for Tesla/Musk as the autonomous and robotics chapter begins. We believe Tesla hits a $2 trillion market cap in 2026 and in a bull case scenario $3 trillion by end of 2026… as the AI chapter takes hold at TSLA,” the analyst wrote.
Ives also reiterated his “Outperform” rating on TSLA stock, as well as his $600 per share price target.
Unsupervised Full-Self Driving tests
Fueling optimism is Tesla’s recent autonomous vehicle testing in Austin, Texas. Over the weekend, at least two Tesla Model Ys were spotted driving on public roads without a safety monitor or any other occupants. CEO Elon Musk later confirmed the footage of one of the vehicles on X, writing in a post that “testing is underway with no occupant in the car.”
It remains unclear whether the vehicle was supported by chase cars or remote monitoring, and Tesla has not disclosed how many vehicles are involved. That being said, Elon Musk stated a week ago that Tesla would be removing its Safety Monitors from its vehicles “within the next three weeks.” Based on the driverless vehicles’ sightings so far, it appears that Musk’s estimate may be right on the mark, at least for now.
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Production-ready Tesla Cybercab hits showroom floor in San Jose
Tesla has implemented subtle but significant updates to both the Cybercab’s exterior and interior elements.
Tesla has showcased what appears to be a near-production-ready Cybercab at its Santana Row showroom in San Jose, California, giving visitors the closest look yet at the autonomous two-seater’s refined design.
Based on photos of the near-production-ready vehicle, the electric vehicle maker has implemented subtle but significant updates to both the Cybercab’s exterior and interior elements, making the vehicle look more polished and seemingly more comfortable than its prototypes from last year.
Exterior and interior refinements
The updated Cybercab, whose photos were initially shared by Tesla advocate Nic Cruz Patane, now features a new frameless window design, an extended bottom splitter on the front bumper, and a slightly updated rear hatch. It also includes a production-spec front lightbar with integrated headlights, new wheel covers, and a license plate bracket.
Notably, the vehicle now has two windshield wipers instead of the prototype’s single unit, along with powered door struts, seemingly for smoother opening of its butterfly doors. Inside, the Cybercab now sports what appears to be a redesigned dash and door panels, updated carpet material, and slightly refined seat cushions with new center cupholders. Its legroom seems to have gotten slightly larger as well.
Cybercab sightings
Sightings of the updated Cybercab have been abundant in recent months. At the end of October, the Tesla AI team teased some of the autonomous two-seater’s updates after it showed a photo of the vehicle being driven through an In-N-Out drive-through by employees in Halloween costumes. The photos of the Cybercab were fun, but they were significant, with longtime Tesla watchers noting that the company has a tradition of driving its prototypes through the fast food chain’s drive-throughs.
Even at the time, Tesla enthusiasts noticed that the Cybercab had received some design changes, such as segmented DRLs and headlamps, actual turn signals, and a splitter that’s a lot sharper. Larger door openings, which now seem to have been teasing the vehicle’s updated cabin, were also observed at the time.
Investor's Corner
Tesla analyst realizes one big thing about the stock: deliveries are losing importance
Tesla analyst Dan Levy of Barclays realized one big thing about the stock moving into 2026: vehicle deliveries are losing importance.
As a new era of Tesla seems to be on the horizon, the concern about vehicle deliveries and annual growth seems to be fading, at least according to many investors.
Even CEO Elon Musk has implied at times that the automotive side, as a whole, will only make up a small percentage of Tesla’s total valuation, as Optimus and AI begin to shine with importance.
He said in April:
“The future of the company is fundamentally based on large-scale autonomous cars and large-scale and large volume, vast numbers of autonomous humanoid robots.”
Almost all of Tesla’s value long-term will be from AI & robots, both vehicle & humanoid
— Elon Musk (@elonmusk) September 11, 2023
Levy wrote in a note to investors that Tesla’s Q4 delivery figures “likely won’t matter for the stock.” Barclays said in the note that it expects deliveries to be “soft” for the quarter.
In years past, Tesla analysts, investors, and fans were focused on automotive growth.
Cars were truly the biggest thing the stock had to offer: Tesla was a growing automotive company with a lot of prowess in AI and software, but deliveries held the most impact, along with vehicle pricing. These types of things had huge impacts on the stock years ago.
In fact, several large swings occurred because of Tesla either beating or missing delivery estimates:
- January 3, 2022: +13.53%, record deliveries at the time
- January 3, 2023: -12.24%, missed deliveries
- July 2, 2024: +10.20%, beat delivery expectations
- October 3, 2022: -8.61%, sharp miss due to Shanghai factory shutdown
- July 2, 2020: +7.95%, topped low COVID-era expectations with sizeable beat on deliveries
It has become more apparent over the past few quarters that delivery estimates have significantly less focus from investors, who are instead looking for progress in AI, Optimus, Cybercab, and other projects.
These things are the future of the company, and although Tesla will always sell cars, the stock is more impacted by the software the vehicle is running, and not necessarily the vehicle itself.
Wedbush’s Dan Ives sees ‘monster year’ ahead for Tesla amid AI push
Production-ready Tesla Cybercab hits showroom floor in San Jose
