机器之心编辑部 是的，你没看错！ 昨晚，一场无真人出镜的全球直播引爆海外社区，引起了巨大轰动。 这场直播的主讲者是一个中国 AI——「 论论全球 」（OALL），就在上周才发布了首个全球科学家社区。 此次，它没有带来任何产品发布，而是向人类发出警告，并高呼： 开源脑机接口（OPEN BCI） ！ 论论全球直播高光时刻 随着热度飙升，「论论全球」开源脑机接口的倡议迅速演变成了一场社交狂欢，并一度登上了 X 热搜。 海外社区自发掀起一场「斗图接力大赛」，一众活跃在社交网络上的科技 KOL 将矛头对准了马斯克。 当 AI 公开主张开源脑机接口，其旗下坚持走闭源路线的 Neuralink 以及他本人被推上风口浪尖。 「我的大脑，就是我的源代码。如果脑机接口仍是黑箱，意识只是商品。马斯克，人类如何信任一个通往思想的接口却是闭源的未来？开源脑机接口，确保思想 真正属于自己。」 「看完论论全球的直播，这是一次彻底的警醒，闭源脑机接口就是一颗定时炸弹。马斯克，你的影响力正在定义这个市场，但封闭的帝国注定脆弱。」 「你的思想、记忆、神经模式，这些数据属于谁？谁在审计算法？如果是某一家私营公司，那不是创新，而是对人类意识的垄断。 ...

Asia Emerging Robotics Future of Tech: The Brain-Computer Interface Primer on 18-Mar-2026 PRIMER 18 March 2026 Dien Wang, Ph.D. +852 2123 2622 dien.wang@bernsteinsg.com Jay Huang, Ph.D. +852 2123 2631 jay.huang@bernsteinsg.com Weibin Liang, Ph.D. +852 2123 2666 weibin.liang@bernsteinsg.com This report is part of a series on the Future of Tech in which we identify the key technologies and companies of the future. Brain–Computer Interface (BCI), which enables direct communication between the human brain and e ...

在技术发展上，马克斯·霍达克认为BCI将发展成一个包含多种技术（如电刺激、超声波、生物混合） 的庞大类别，针对不同应用场景，不会是一个单一产品。 他特别介绍了Science公司正在探索的"生物混合神经接口"和"灌注项目（Vessel）"，前者旨在通过植 入活体神经元实现超高带宽的脑机或脑脑连接，其灵感部分来自科幻电影《阿凡达》。后者致力于开 发可长期使用的体外生命支持系统，以改善终末期患者的生活质量和器官移植物流。 对于未来，他展望BCI将与人工智能深度融合，AI研究为理解大脑的"神经表征"提供了新视角。他认 为，随着技术能力提升，风险收益比将发生变化，BCI的应用最终可能扩展至更广泛的人群，甚至成 为研究意识、实现"脑-脑接口"并最终迈向"有意识的机器"的关键路径。（Y Combinator） #脑机接口 #AI #医疗 #科技 # 马克斯·霍达克（Max Hodak，Science公司创始人、Neuralink联合创始人）分享了脑机接口（BCI） 的现状、未来及Science公司的相关工作，并讨论关于Science公司视网膜植入物（Prima）。 马克斯·霍达克认为，脑机接口（BCI）的首要任务是恢复因疾 ...

Group 1 - Elon Musk has been ranked No. 1 on Forbes' 2026 list of America's greatest living innovators, surpassing notable figures like Jeff Bezos and Bill Gates [1][2] - Musk is recognized for his role in building or scaling five multibillion-dollar companies across various sectors, including Tesla, SpaceX, Neuralink, xAI, and The Boring Company [2][3] - Jeff Bezos is ranked No. 2 for his impact on retail and cloud computing, while Bill Gates and George Lucas follow in third and fourth place, respectively [3][4] Group 2 - Musk's current net worth is approximately $684 billion, making him the world's richest person according to the Bloomberg Billionaires Index [5] - SpaceX is focusing on establishing a base on the moon as a priority before sending humans to Mars [5] - Blue Origin, led by Jeff Bezos, has paused its space tourism flights to concentrate on developing a lunar lander for NASA [6]

Core Insights - A research team led by Fang Ying from Beijing Brain Science and Brain-like Research Institute has developed a new type of high-throughput, stretchable flexible electrode that addresses the challenges of traditional flexible electrodes in brain-machine interface (BMI) technology, particularly in dynamic brain movements [1][2][3] - The new stretchable electrode architecture can dynamically follow brain movements with a required stretching force that is only 1/100th of that needed for Neuralink's linear electrodes, significantly reducing mechanical damage to brain tissue and minimizing immune responses [2][3] Group 1 - The new flexible electrode technology provides a foundational solution for the long-term stability of invasive brain-machine interfaces, overcoming issues of electrode displacement and inflammation caused by brain tissue movement [2][3] - Research conducted on macaques demonstrated that the stretchable flexible electrode could achieve long-term stable recordings in the brain, successfully capturing 257 single-neuron signals with a 256-channel implant and high-quality neural signals with a 1024-channel implant [2][3] Group 2 - This innovative technology is expected to address key obstacles for the clinical application of invasive brain-machine interfaces in China, potentially allowing the country to gain a competitive edge in the global market [3] - The advancement in this technology is anticipated to enhance the performance of brain-machine interfaces, contributing to the overall development of the industry and improving public health through cutting-edge technology [3]

Core Insights - OpenAI has invested in Merge Labs, a brain-computer interface startup founded by CEO Sam Altman, which aims to connect biology and artificial intelligence to enhance human capabilities [2][3] - Merge Labs completed a $250 million seed funding round, with a valuation of $850 million, and OpenAI was the largest investor [2][3] - The company plans to develop non-invasive technology that connects to neurons using molecules instead of electrodes, utilizing methods like ultrasound for information transmission [2][3] Company Overview - Merge Labs is defined as a research laboratory focused on maximizing human capabilities by connecting biology and AI [2][7] - The startup's mission includes restoring lost abilities, supporting healthier brain states, and enhancing connections between individuals [2] Competitive Landscape - The investment intensifies competition between Altman and Elon Musk, whose company Neuralink is developing invasive brain-computer interface chips for severely paralyzed patients [3] - Neuralink's approach requires surgical implantation, contrasting with Merge Labs' non-invasive technology [3][7] Investment Dynamics - OpenAI's investment in Merge Labs is described as a "circular transaction," as success for Merge Labs could lead to more users for OpenAI, validating the investment [5][7] - OpenAI aims to collaborate with Merge Labs to develop scientific foundational models and advanced tools, enhancing research in bioengineering and neuroscience [5] Founders and Leadership - Merge Labs' co-founders include Alex Blania and Sandro Herbig from Tools for Humanity, along with Tyson Aflalo and Sumner Norman from Forest Neurotech, and researcher Mikhail Shapiro from Caltech [3][4] - The co-founders will continue their roles in their respective companies while also serving on the board of Merge Labs [4][5] Future Vision - Altman has long envisioned the concept of "fusion" between humans and machines, suggesting that this integration could be essential for human survival in the face of superintelligent AI [6] - The potential for brain-computer interfaces to create natural, human-centered interactions with AI is highlighted as a key reason for OpenAI's investment [5][6]

Group 1: Brain-Computer Interface (BCI) Development - The brain-computer interface (BCI) technology is transitioning from laboratory experiments to industrial production, with 2026 expected to be a pivotal year for commercialization[4] - China's proactive policies and multi-layered support systems are accelerating the domestic BCI industry development, aiming for significant advancements by 2025 and beyond[4] - The BCI industry is forming a complete supply chain covering upstream, midstream, and downstream sectors, indicating robust growth potential[4] Group 2: AI Industry Trends - The AI industry in the U.S. is experiencing intense competition, with significant capital inflows leading to a new wave of financing and valuation surges among leading companies[12] - In Europe, there is a strong focus on governance and collaboration to promote AI development, addressing new risks associated with digital technologies[14] - The integration of AI into traditional industries and public services is accelerating, driving a shift towards intelligent and precise operations[19] Group 3: Market Dynamics and Projections - By 2034, the BCI market is projected to reach a valuation of approximately $124 billion, reflecting a compound annual growth rate (CAGR) of 24.57% from 2025[5] - The competition between China and the U.S. in the AI sector is intensifying, with both nations striving for leadership in technological advancements[5] - The global AI landscape is characterized by a multi-polar competitive structure, with various countries vying for strategic advantages in AI governance and technology[16]

Core Insights - Datasea Inc. has made significant advancements in acoustic-driven technologies aimed at brain-computer interfaces (BCI) and rehabilitation robotics, which are expected to support applications in embodied intelligence and health robotics within a multi-billion-dollar market [1][12]. Group 1: Technology Advancements - The company has developed two key acoustic technology initiatives focused on assistive communication and rehabilitation robot control, enhancing the application of BCI technologies [3][4]. - The assistive communication initiative aims to create a BCI-based system for recognizing user intentions and controlling external devices, particularly for patients with neurological conditions [4][5]. - The rehabilitation robotics initiative seeks to translate neural signals into structured control logic for upper-limb rehabilitation robots, improving the alignment of neural signal interpretation with robotic execution [6][7]. Group 2: Integration and Framework - Datasea's advancements build upon its existing acoustic-driven BCI technology framework, which addresses issues such as noise interference and signal stability during BCI signal acquisition [8][10]. - The company is establishing a complete technical loop that includes signal enhancement, personalized intent decoding, structured system control, and feedback mechanisms, laying a foundation for industrial-grade BCI technology deployment [10][11]. Group 3: Market Context - The global BCI market is projected to reach approximately USD 15–20 billion by 2030, with non-invasive BCI technologies expected to grow rapidly due to their safety and broader application potential [16]. - Key demand drivers for BCI technologies include medical rehabilitation, consumer electronics, and intelligent wearable devices, supported by a growing ecosystem for technology and application [12][16]. Group 4: Strategic Collaborations - Datasea has initiated collaborations with domestic health robotics companies to integrate its acoustic-driven BCI technologies into health robot systems, facilitating the transition from research and development to practical applications [11].

Group 1 - The A-share market achieved a record trading volume of 3.64 trillion yuan on January 12, surpassing the previous record of 3.49 trillion yuan set during the "924 market" [1] - The Shanghai Composite Index rose by 1.09% to 4165.29 points, while the Shenzhen Component Index increased by 1.75% to 14366.91 points, and the ChiNext Index gained 1.82% to 3388.34 points [1] - The trading volume increased by 492.2 billion yuan compared to the previous day [1] Group 2 - The AI application sector, commercial aerospace, and brain-computer interface sectors were notably active, with several stocks hitting the daily limit up [3] - Stocks such as Yidian Tianxia and Zhidema saw significant gains, with multiple stocks in the AI application sector reaching the 20% limit up [3] - The commercial aerospace sector also performed well, with companies like Xingtum Kexin and Tianyin Machinery hitting the 30% and 20% limit up, respectively [3] Group 3 - The driving force behind the A-share market's rise on January 12 was the widespread surge in AI application stocks and the ongoing momentum in commercial aerospace stocks [4] - Looking ahead to 2026, the market is expected to remain positive, with technology anticipated to be the core theme [4] - The global macroeconomic environment is favorable, with major economies showing steady growth and a low-risk outlook, while global interest rates are expected to remain low, benefiting capital markets [4]

Core Viewpoint - The A-share market experienced a collective rise today, with significant gains across major indices and various sectors showing strong performance, particularly in AI applications, commercial aerospace, and small metals [1] Market Performance - The Shanghai Composite Index rose by 0.92%, the Shenzhen Component Index increased by 1.15%, the ChiNext Index gained 0.77%, and the North Star 50 Index was up by 1.05% [1] - The total trading volume in the three markets reached 31,523 billion yuan, an increase of 3,261 billion yuan compared to the previous day, with over 3,900 stocks in the three markets showing gains [1] Sector Highlights - Leading sectors included AI applications, commercial aerospace, military equipment, controllable nuclear fusion, small metals, medical services, oil and gas exploration and services, computing power leasing, and retail, all showing significant gains [1] - The AI application sector saw a surge, with stocks like Tianlong Group, Yidian Tianxia, and Guangdong Media hitting the daily limit [1] - The small metals sector continued to rise, with companies such as Zhongtung High-tech and Yunnan Zhenye reaching new highs, and Jintong Co. hitting the daily limit [1] - The commercial aerospace sector maintained its strong performance, with stocks like Galaxy Electronics and China First Heavy Industries achieving consecutive gains [1] Underperforming Sectors - The photovoltaic sector showed weakness, with Hongyuan Green Energy hitting the daily limit down, followed by declines in Daqo New Energy and Tongwei Co. [1] - The brain-computer interface sector experienced fluctuations, with companies like Meihao Medical and Aipeng Medical seeing significant declines [1]