News
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
SpaceX issues statement on Starship V3 Booster 18 anomaly
The incident unfolded during gas-system pressure testing at the company’s Massey facility in Starbase, Texas.
SpaceX has issued an initial statement about Starship Booster 18’s anomaly early Friday. The incident unfolded during gas-system pressure testing at the company’s Massey facility in Starbase, Texas.
SpaceX’s initial comment
As per SpaceX in a post on its official account on social media platform X, Booster 18 was undergoing gas system pressure tests when the anomaly happened. Despite the nature of the incident, the company emphasized that no propellant was loaded, no engines were installed, and personnel were kept at a safe distance from the booster, resulting in zero injuries.
“Booster 18 suffered an anomaly during gas system pressure testing that we were conducting in advance of structural proof testing. No propellant was on the vehicle, and engines were not yet installed. The teams need time to investigate before we are confident of the cause. No one was injured as we maintain a safe distance for personnel during this type of testing. The site remains clear and we are working plans to safely reenter the site,” SpaceX wrote in its post on X.
Incident and aftermath
Livestream footage from LabPadre showed Booster 18’s lower half crumpling around the liquid oxygen tank area at approximately 4:04 a.m. CT. Subsequent images posted by on-site observers revealed extensive deformation across the booster’s lower structure. Needless to say, spaceflight observers have noted that Booster 18 would likely be a complete loss due to its anomaly.
Booster 18 had rolled out only a day earlier and was one of the first vehicles in the Starship V3 program. The V3 series incorporates structural reinforcements and reliability upgrades intended to prepare Starship for rapid-reuse testing and eventual tower-catch operations. Elon Musk has been optimistic about Starship V3, previously noting on X that the spacecraft might be able to complete initial missions to Mars.
Investor's Corner
Tesla analyst maintains $500 PT, says FSD drives better than humans now
The team also met with Tesla leaders for more than an hour to discuss autonomy, chip development, and upcoming deployment plans.
Tesla (NASDAQ:TSLA) received fresh support from Piper Sandler this week after analysts toured the Fremont Factory and tested the company’s latest Full Self-Driving software. The firm reaffirmed its $500 price target, stating that FSD V14 delivered a notably smooth robotaxi demonstration and may already perform at levels comparable to, if not better than, average human drivers.
The team also met with Tesla leaders for more than an hour to discuss autonomy, chip development, and upcoming deployment plans.
Analysts highlight autonomy progress
During more than 75 minutes of focused discussions, analysts reportedly focused on FSD v14’s updates. Piper Sandler’s team pointed to meaningful strides in perception, object handling, and overall ride smoothness during the robotaxi demo.
The visit also included discussions on updates to Tesla’s in-house chip initiatives, its Optimus program, and the growth of the company’s battery storage business. Analysts noted that Tesla continues refining cost structures and capital expenditure expectations, which are key elements in future margin recovery, as noted in a Yahoo Finance report.
Analyst Alexander Potter noted that “we think FSD is a truly impressive product that is (probably) already better at driving than the average American.” This conclusion was strengthened by what he described as a “flawless robotaxi ride to the hotel.”
Street targets diverge on TSLA
While Piper Sandler stands by its $500 target, it is not the highest estimate on the Street. Wedbush, for one, has a $600 per share price target for TSLA stock.
Other institutions have also weighed in on TSLA stock as of late. HSBC reiterated a Reduce rating with a $131 target, citing a gap between earnings fundamentals and the company’s market value. By contrast, TD Cowen maintained a Buy rating and a $509 target, pointing to strong autonomous driving demonstrations in Austin and the pace of software-driven improvements.
Stifel analysts also lifted their price target for Tesla to $508 per share over the company’s ongoing robotaxi and FSD programs.
Elon Musk
SpaceX Starship Version 3 booster crumples in early testing
Photos of the incident’s aftermath suggest that Booster 18 will likely be retired.
SpaceX’s new Starship first-stage booster, Booster 18, suffered major damage early Friday during its first round of testing in Starbase, Texas, just one day after rolling out of the factory.
Based on videos of the incident, the lower section of the rocket booster appeared to crumple during a pressurization test. Photos of the incident’s aftermath suggest that Booster 18 will likely be retired.
Booster test failure
SpaceX began structural and propellant-system verification tests on Booster 18 Thursday night at the Massey’s Test Site, only a few miles from Starbase’s production facilities, as noted in an Ars Technica report. At 4:04 a.m. CT on Friday, a livestream from LabPadre Space captured the booster’s lower half experiencing a sudden destructive event around its liquid oxygen tank section. Post-incident images, shared on X by @StarshipGazer, showed notable deformation in the booster’s lower structure.
Neither SpaceX nor Elon Musk had commented as of Friday morning, but the vehicle’s condition suggests it is likely a complete loss. This is quite unfortunate, as Booster 18 is already part of the Starship V3 program, which includes design fixes and upgrades intended to improve reliability. While SpaceX maintains a rather rapid Starship production line in Starbase, Booster 18 was generally expected to validate the improvements implemented in the V3 program.
Tight deadlines
SpaceX needs Starship boosters and upper stages to begin demonstrating rapid reuse, tower catches, and early operational Starlink missions over the next two years. More critically, NASA’s Artemis program depends on an on-orbit refueling test in the second half of 2026, a requirement for the vehicle’s expected crewed lunar landing around 2028.
While SpaceX is known for diagnosing failures quickly and returning to testing at unmatched speed, losing the newest-generation booster at the very start of its campaign highlights the immense challenge involved in scaling Starship into a reliable, high-cadence launch system. SpaceX, however, is known for getting things done quickly, so it would not be a surprise if the company manages to figure out what happened to Booster 18 in the near future.
SpaceX issues statement on Starship V3 Booster 18 anomaly
Tesla analyst maintains $500 PT, says FSD drives better than humans now
