News
Neuralink shouldn’t solve Anxiety and Depression disorders
Neuralink aims to treat some of the most severe and damaging neurological diseases on Earth. In terms of Alzheimer’s, dementia, and epilepsy, a Neuralink device would be a great way to prevent these diseases from ruining everyday life for those who have been affected by them. With that being said, Neuralink needs not to treat anxiety and depression disorders, because those illnesses require human reaction and vulnerability to treat. Defeating anxiety and depression should be done without the help of a complete fix, and it is crucial not to look past the importance of humans being able to feel these two sensations.
This is something I feel very strongly about for several reasons.
Before I dive into those reasons, I want to explain why I feel qualified enough to take a stance that I think many supporters of Neuralink will disagree with.
I have dealt with clinical anxiety and severe depression for my entire life. I was clinically diagnosed in 2009 at the age of 14 with both of these disorders, and I would estimate that it took me around 11 and a half years of diligence on my part to begin living a normal life. My anxiety and depression disorders hindered me from doing a lot of things in my life: playing certain sports, moving away for college (on multiple occasions), keeping past jobs, committing to relationships, etc. It has affected me in the worst way for so many years, and I would never want anyone, even my worst enemy, to experience the things that I felt on a daily basis when I was under the control of these two diseases.
However, I don’t think that everyone should completely rid themselves of anxiety and depression. Why? Because they are two emotions, as humans, we need to have.
Anxiety, while painful and difficult to confront head-on, is necessary for some reasons. The first being the obvious, anxiety is an excellent way to sense when danger is near, and it is a crucial part of our fight or flight response. It can warn someone when there is an issue with what is going on near them and can be life-saving in certain circumstances.
Anxiety also is an opportunity to grow as a human being. Facing and confronting anxious thoughts is one of the best ways to test resilience and learn about what we are made of. Anxiety teaches us a lot about ourselves, and while frightening, facing it directly is one of the best ways to show that we can push through certain circumstances that we aren’t confident about.
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Depression, while more severe in my own experiences, also has its advantages. Without darkness, we wouldn’t know what light is. Without depression, we wouldn’t know about happiness. There are points where humans need to face adversity and challenging circumstances to feel the great things about life.
Now, the way I treated my anxiety and depression disorders was a clinically-focused approach. I regularly attended therapy sessions, took medication, and spoke to doctors as often as I could. While I wholeheartedly believe everyone should talk to a therapist at least three times a year, I disagree with taking medications. In my experience, they are a masking agent for anxiety and depression disorders, especially. They caused me more problems after I started taking them, and the side effects needed treatment on their own.
I believe the best way to treat disorders like anxiety and depression is solely up to the person who is dealing with them. When I started to make real progress with my issues, I began using Exposure Therapy to treat my problems. I did as many things as I could that scared me. This included long drives by myself, roller coasters, and doing more things independently. When I started doing these things, I had stopped taking medication, and my self-diligence started to solve the problems I was facing.
I am in no way condoning that medication is not a wrong way to initially treat these illnesses. However, I do not believe that the healthy dose of side effects that come as a result of taking these medications is helpful to anyone who is being treated for either disorder.
This is where my issue with Neuralink comes in.
I believe that Neuralink intends to completely remove these sensations from a person’s emotions, which I feel can be dangerous to the future. Taking away emotions from humans can be detrimental to the way people communicate with each other and respond to specific events. As hazardous and as stressful as dealing with any mental illness is, solving them requires a long and tiring fight. It is not easy, but anything in life that is worth doing rarely is.
I believe very strongly that removing emotions from humans is one of the most dangerous things that anyone could do. At what point will devices like Neuralink completely take over the human brain? When will emotions begin to disappear from people? Could it lead to a decreased amount of social interaction? How would that make us any different than robots?
It is dangerous, in my opinion, to remove core emotional responses from a human. Nobody wants to be depressed, and nobody wants to be anxious. But treating these diseases is done by finding out who we are as people. It requires us to go out of our comfort zones and grow, not put a chip in our heads or a pill in our throats that eliminates the possibility of feeling certain sensations.
There comes the point where our humanness needs to be preserved. The invention of Smartphones has taken away a lot of opportunities for face-to-face interaction, and there is plenty of evidence to suggest that anxiety and depression disorders are caused by these devices, especially through social media use.
I am interested to hear other points on this matter because I know some people have different experiences with anxiety and depression than me. One thing I’ve always loved is hearing other people’s stories about how their anxiety or depression changed their lives. It usually starts with a valley and turns into a peak. While this can differ from case to case, two people rarely have identical stories when talking about their experiences. They also, frequently, are different from one case to the next because of how we obtained anxiety or depression. Some get it through abuse, and some get it from other forms of trauma when their brain is developing.
Neuralink is yet another brilliant idea from Elon Musk. It will hopefully change the way certain neurological diseases are treated and can provide some insight into what causes these medical conditions. However, there has to be boundaries and taking emotions and psychological responses away, in my opinion, is not the right thing to do. To quote Dr. Martin Luther King Jr., “Darkness cannot drive out darkness; only light can do that.”
I use this newsletter to share my thoughts on what is going on in the Tesla world. If you want to talk to me directly, you can email me or reach me on Twitter. I don’t bite, be sure to reach out!
Investor's Corner
Tesla has one big financial question to answer for investors: Morgan Stanley
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.”
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.
Investor's Corner
SpaceX AI investment gamble will make it a big winner, firm says
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.
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.
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.
News
Tesla headlights cause recall of over 20,000 Model 3 and Model Y
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.
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.
