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SpaceX and Tesla CEO Elon Musk teases major Neuralink update “in a few months”
In a several-hour live interview on September 6-7, Tesla and SpaceX CEO Elon Musk managed to slip in a few words about Neuralink, a side-project company formed by Musk for the purpose of bridging the gap between potential superhuman AI and the human brain itself.
Although the eccentric CEO/CTO wouldn’t say much more, he did tease a potentially revolutionary update from the fully-stealthed startup “in a few months”.
The purpose of neuralink is to "merge" with AI tech. Musk says they have an announcement on that front coming in a few months.
— Robin Seemangal (@nova_road) September 7, 2018
Currently composed of at least several dozen employees, Neuralink has been working in absolute silence since its July 2016 formation, effectively acting as a privately-funded research laboratory for the vast majority of those ~25 months. More recently, however, the theme of job listings has gradually shifted from experimental science, engineering, and fabrication to something more explicitly focused on one or a few particularly promising solutions to the problems at hand.
Those challenges are quite significant: to even begin to build “ultra-high bandwidth brain-machine interfaces to connect humans and computers”, Neuralink will need to push miles ahead of all competitors, both academic and otherwise. Somehow, the company will need to find ways to build brain-computer interfaces (BCIs) that are extraordinarily noninvasive (i.e. no surgery, no anesthetic, no open holes in the skull), feature bandwidth hundreds or thousands of times greater than the current state-of-the-art offerings, and can be uniformly distributed throughout the brain while still being able to cluster at critical centers of activity (memory, speech, vision, etc).
Still, Musk apparently believes that some significant progress is being made, and demonstrated no hesitation at all before stating that,
“I think [Neuralink will] have something interesting to announce in a few months that’s at least an order of magnitude better than anything else, probably better than anyone thinks is possible.”
This is an extraordinarily good sign for the highly speculative neural interface company, as almost any progress at all will demand leaps forward that – as Musk notes – very few people would believe possible. The “order of magnitude” improvement he mentions is also thoroughly interesting, requiring one to ask what particular aspect(s) of a BCI might mesh well with that sort of language.
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- While we have no clue what Neuralink’s stealthed work has produced, it’s perhaps the most long-term venture Musk has started. The path to market for medical devices is very long and even more expensive.
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- A traditional, state-of-the-art 100 electrode array. This is implanted directly into the brain by way of open-brain surgery. (Matthew McKee, Brown University)
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- An alternative non-invasive electrode, in the form of an injectable mesh. (Lieber Research Group)
There are a couple of possibilities for that order of magnitude step forward. While some of these comparisons may actually be anachronistic depending on just how cutting-edge of an approach Neuralink is pursuing, the most obvious source of a tenfold or greater improvement would be the density of electrodes fit onto a given array, currently capped at around a few hundred per each several square millimeter array. However, that form of neural interface electrode is quite simply very invasive, requiring a literal hole in the subject’s skull to directly embed the electrodes into the brain itself. As such, it may actually be more likely that Musk is referring to an “order of magnitude” improvement more generally referencing a multitude of various advancements, ranging from bandwidth to ease of installation to the number of neurons able to be both surveilled and stimulated, or perhaps even the granularity of the surveillance/stimulation available.
As Musk notes, “If we can solve the bandwidth problem, humans can probably indefinitely continue to live in symbiosis with machines.” Fingers crossed that Neuralink is having some success in that direction. Read more here about the challenges ahead of Neuralink, the brilliant individuals involved, and the many potential routes the company might take in pursuit of symbiotically merging human brains and AI.
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Elon Musk has acknowledged that early discussions with Taiwan Semiconductor Manufacturing Company (TSMC) could bring the company into his ambitious Terafab semiconductor project, signaling a possible partnership with the world’s leading contract chipmaker.
Musk confirmed that early talks are underway, but as of right now, they are “just discussions.” There is no confirmation of a deal nor dismissal of the possibility of one, leaving open the prospect of one of the largest advanced-chip collaborations under discussion in the U.S.
@wholemars Just discussions, but something may come of it
— Elon Musk (@elonmusk) October 3, 2026
The report that speculated on potential discussions between Terafab and TSMC comes from Tim Culpan, who outlined a few ways the collaboration could operate. One is TSMC using the project as an “anchor customer” for future facilities in Texas, potentially contributing process expertise, operational know-how, or capacity while Terafab provides capital, long-term purchase commitments, or both.
Tesla and SpaceX jointly developed the Terafab project, with Intel already participating on the tech side. Elon Musk announced the project in March, and it intends to produce more than one terawatt of AI compute capacity annually once fully built.
Company statements place the first phase at approximately $16.8 billion in cost, with later filings pointing to a total that could reach well into the tens of billions across multiple stages.
Intel joined the effort in April 2026 and is expected to supply its 14A manufacturing process for the full-scale plant.
Musk has said existing suppliers, including Samsung and TSMC, remain important for near-term needs; Tesla already has production arrangements with Samsung for AI5 and AI6 chips, but that future demand from Optimus robots, Cybercab vehicles, and planned space-based data centers will eventually exceed what the global industry can currently deliver.
Terafab is positioned as the long-term answer to that projected shortfall, and Tesla did something similar during COVID to avoid a chip shortage. This is just a much larger-scale solution.
If the partnership were to materialize, it would add TSMC’s industry-leading strategies to a project that already combines Tesla’s and SpaceX’s capital and offtake with Intel’s process technology. For now, the only public confirmation is Musk’s brief acknowledgement that conversations are occurring.
Tesla’s early strategy for charging units operating within its Robotaxi fleet reveals that the company surely has not lost any of that scrappy DNA that took it from an unlikely success story to the most valuable carmaker in the world.
An observer at a Tesla Supercharger in Austin spotted ten total Robotaxi vehicles arrive: one Cybercab and nine Model Y units. A Tesla employee was waiting at the lot and allowed each unit to park itself; every car that arrived had nobody in it.
Tesla wins FCC approval for wireless Cybercab charging system
The Tesla employee would walk around and plug each car in, adjusting the parking if needed:
So look at what I found. This is how Tesla charges unsupervised robotaxis at a public supercharger. Here is a driverless Cybercab showing up with no one in it. There are 9 other Model Ys that showed up too. A Tesla employee is walking around and plugging each of them in. She also moves the cars if they are not positioned well enough to charge. I love this process. One person charges multiple robotaxis at once
— Abhimanyu Yadav (@WorldlyReviewer) October 3, 2026
It’s a very interesting strategy, but extremely understandable at this early point in the Robotaxi program. It’s only been out for about 15 months, and Cybercab just entered the fleet in early September.
On top of that, Tesla is still working tirelessly on its wireless charging apparatus, and a new patent was just published regarding that product last week.
However, this is just another example of how Tesla still has plenty of that scrappy DNA leftover from the “production hell” days, when CEO Elon Musk slept on the floor of the factory, employees were working crazy hours, Tesla was building Sprung Structures to build cars in, and the company was tiptoeing on the brink of bankruptcy.
@Teslarati Sheer magnitude of the entire production system is hard to appreciate. Almost every element of production is >75% automated. Only wire harnesses & general assembly, which are <10% of production costs, are primarily manual.
— Elon Musk (@elonmusk) October 12, 2020
For now, Tesla is utilizing a simple system for recharging its ride-hailing vehicles, and that is a Tesla employee doing it manually until another solution presents itself. Sure, it’s not the most high-tech thing, and it certainly is not what people might have expected at this point in time, but it works, and it’s keeping the entire suite running.
Tesla is expanding its Robotaxi service hours by pushing the time back by one hour, keeping the ride-hailing service operational until 11 p.m., one hour later than previously.
CEO Elon Musk confirmed the change and offered a specific reason the expansion has been gradual: the system still needs to reliably avoid small pets that are difficult to see after dark, as they commonly blend into the color of the road, especially when they’re grey.
The latest adjustment restores only a fraction of the operating window the service once held. When paid Robotaxi rides began in Austin on June 22, 2025, vehicles ran from 6 a.m. to midnight.
In September 2025, Tesla lengthened the day to a 2 a.m. close, producing a 20-hour window that stayed in place for most of the following year. By early August of this year, the cutoff had already been pulled back; an August 26 update formalized hours of 6 a.m. to 10 p.m. across Austin and several other markets.
The October move to 11 p.m. therefore leaves the Austin day one hour shorter than the original launch schedule and three hours shorter than the 2025 peak.
Musk addressed the constraint directly after the announcement. “The main thing we’re trying to solve is making sure that we don’t run over pets when they’re hard to see at night,” he wrote. “Literally trying to avoid grey kittens on grey tarmac in the dark.”
Robotaxi operating hours moved from 10pm to 11pm.
The main thing we’re trying to solve is making sure that we don’t run over pets when they’re hard to see at night. Literally trying to avoid grey kittens on grey tarmac in the dark.
— Elon Musk (@elonmusk) October 3, 2026
The example points to a low-contrast perception problem in which a small animal can blend into the road surface under limited lighting.
Tesla’s vehicles rely on cameras and neural-network processing rather than lidar; Musk has previously argued that advanced vision software can extract useful information even in low light by analyzing photon counts, but the pet-detection case remains the stated limiter in later hours.
The modest schedule change arrives alongside faster growth in the purpose-built Cybercab fleet. Texas registration data tracked by observers showed the Austin Cybercab count rising sharply in recent weeks, reaching 169 vehicles after more than 100 were added in a short span.
Tesla has indicated that a broader shift toward 24-hour operation is tied to the upcoming FSD v15 software release expected this month on Robotaxi vehicles. Until that capability is validated for the edge cases Musk described, the company continues to add service time incrementally rather than jumping straight to overnight coverage.
The one-hour extension gives Austin riders a later option for evening trips while the underlying detection work continues.
Elon Musk teases TSMC as potential Terafab partner
Tesla reveals early Robotaxi charging strategy, showing scrappy DNA
