Neuralink上个月召开发布会，公布了上市三个版本技术路线的脑机接口产品发展计划，并宣称将实现"全脑脑机接口"，到2028年，将人类大脑与AI全面集 成，实现意识层面的互联。 Neuralink还称，目前植入脑机接口的临床试验患者人数已经达到七名，其中有五名重度瘫痪患者正在使用该设备，实现用意念控制数字和物理设备。 最新投资者文件显示，Telepathy设备预计将于2029年获得监管部门批准，计划每年进行2000例手术，并创造1亿美元的收入；到2030年，Neuralink的 Blindsight有望获批上市，将手术量扩大至每年10000例，并创造超过5亿美元的收入。 近期，Neuralink宣布了一轮约6亿美元融资，目前估值已经达约100亿美元。自2016年成立以来，Neuralink的总融资金额超过13亿美元。 知名投资人陈天桥近日对第一财经记者表示，马斯克的脑机接口公司成立8年，直到最近才开始有收入，但这丝毫不妨碍它成为全球知名的超级独角兽。他 认为，脑机接口的投资需要"耐心资本"。 Neuralink计划在未来六年内运营五家大型诊所，并提供三种版本的大脑植入设备。 当地时间7月23日，科技富豪马斯 ...

Core Viewpoint - Neuralink aims to achieve a full-brain machine interface by 2028, integrating human consciousness with AI for enhanced information exchange [1][4]. Group 1: Product Overview - Neuralink has developed three key products: - Telepathy, focused on information output, assisting individuals with movement disorders to regain independence [2]. - Blindsight, aimed at information input, helping visually impaired individuals to reconstruct writing abilities [2]. - Deep device, which will insert electrodes into any brain region, with an expected increase to 10,000 channels by 2028, targeting treatment for neurological disorders and facilitating human-AI integration [2]. Group 2: Clinical Applications and Results - During a recent presentation, Neuralink showcased the performance of seven patients who had undergone the N1 device implantation, demonstrating the ability to control a computer cursor using only their thoughts [3]. - The results from the seven volunteers, all with severe movement impairments, indicate that the technology is safe and effective, with potential for data and algorithm generalization as more individuals are implanted [3]. Group 3: Expert Opinions - Industry experts, such as the CEO of Brain Tiger Technology, acknowledge Neuralink's consistent vision since its inception in 2016, focusing on high-bandwidth connections between human intelligence and AI [3]. - Experts express skepticism regarding the feasibility of decoding consciousness with current technology, suggesting that while advancements in basic sensory capabilities may be achieved by 2028, higher cognitive functions like consciousness and memory may take until 2035-2045 to develop [5][6]. - The current state of brain-machine interface technology is still in its early stages, primarily addressing clinical issues, with significant breakthroughs unlikely in the near term [6][7].