马斯克Neuralink新进展！渐冻症患者用“意念”成功进食，年底再增13名受试者

Core Insights - Neuralink has achieved a significant breakthrough in brain-machine interface technology, enabling a patient with ALS to control a robotic arm using only thoughts, marking a substantial step forward in assisting individuals with disabilities in daily activities [1][2]. Company Developments - Nick Wray, the patient who demonstrated the technology, underwent brain implant surgery in July and is the eighth participant in Neuralink's trials [2]. - Wray showcased his ability to perform intricate tasks such as drinking from a cup and eating with a spoon, highlighting the practical applications of the brain-machine interface [2][6]. - The demonstration is part of the FDA-approved "CONVOY" study, which aims to provide a clearer understanding of the practical potential of brain chips [6]. Clinical Trial Progress - As of now, 12 patients have successfully implanted the N1 device, with a total usage time exceeding 15,000 hours and an average daily usage of 7.5 hours per participant [7]. - Neuralink has launched a patient registration system, allowing eligible individuals worldwide to enroll in clinical trials for the technology [7]. Market Potential and Future Outlook - Neuralink's president, DJ Seo, reported that 10,000 patients have expressed interest in the N1 device, with an expectation of 13 additional surgeries by the end of the year [8]. - Currently, trial participants are limited to those with motor neuron diseases or spinal cord injuries, but future iterations of the technology may be available to healthy individuals, aiming for a "symbiotic experience" between humans and AI [8]. Industry Trends - The brain-machine interface industry is nearing a critical point of commercialization, with significant advancements being made both domestically and internationally [9]. - In China, a research team has developed a flexible and soft neural electrode, providing new solutions for long-term clinical implantation challenges [9]. - Recent policy initiatives in China aim to support the development of the brain-machine interface industry, with goals set for key technological breakthroughs by 2027 [10]. Market Growth Projections - The global market for brain-machine interfaces has grown from $1.2 billion in 2019 to $2 billion in 2023, with projections reaching $7.63 billion by 2029 [11]. - Despite the lead held by overseas companies like Neuralink, China is rapidly advancing in invasive technology sectors, with significant progress in flexible electrode technology and other applications [11].