Rolf Winkler

There's a number of companies that are working on these next-generation technologies. brain implants. They're called brain-computer interfaces because they're an interface between your brain and a computer. Basically electrodes that are implanted inside your skull. and that read neural signals.

There's a number of companies that are working on these next-generation technologies. brain implants. They're called brain-computer interfaces because they're an interface between your brain and a computer. Basically electrodes that are implanted inside your skull. and that read neural signals.

And the way they work is those neural signals are relayed to a chip, which then relays the data to a decoding device. And that device, you basically train this whole apparatus to understand which neural signals translate to actions in the real world. The first use of these devices is really to interact with technology. So the first company to do this was Synchron.

And the way they work is those neural signals are relayed to a chip, which then relays the data to a decoding device. And that device, you basically train this whole apparatus to understand which neural signals translate to actions in the real world. The first use of these devices is really to interact with technology. So the first company to do this was Synchron.

Morgan Stanley thinks that commercial approval won't come before 2030. Synchron says they can beat that.

Morgan Stanley thinks that commercial approval won't come before 2030. Synchron says they can beat that.

probably just because there's a huge amount of investment going into a technology where the return is not yet clear. People are really excited about AI. There's a lot of really promising opportunities there. And you can see a world 10 years from now, 15 years from now, where it changes everything, assuming that technology continues to progress.

probably just because there's a huge amount of investment going into a technology where the return is not yet clear. People are really excited about AI. There's a lot of really promising opportunities there. And you can see a world 10 years from now, 15 years from now, where it changes everything, assuming that technology continues to progress.

But right now, we're spending hundreds of billions of dollars on basically GPUs, graphic processing units, NVIDIA chips, to fill out these cavernous data centers. to power AI models that are cool and advancing, but we're not really sure how we're gonna use them all just yet. Is there revenue behind all this investment that justifies the investment? Not yet.

But right now, we're spending hundreds of billions of dollars on basically GPUs, graphic processing units, NVIDIA chips, to fill out these cavernous data centers. to power AI models that are cool and advancing, but we're not really sure how we're gonna use them all just yet. Is there revenue behind all this investment that justifies the investment? Not yet.

Netflix does this, for instance. You can't actually buy a subscription in the Apple App Store from Netflix. You buy it on Netflix's website and then use your login to access the subscription in the Netflix iPhone app. That saves Netflix the huge 30% commission that Apple charges on App Store purchases. Now, Netflix is huge and people know and trust its website.

Netflix does this, for instance. You can't actually buy a subscription in the Apple App Store from Netflix. You buy it on Netflix's website and then use your login to access the subscription in the Netflix iPhone app. That saves Netflix the huge 30% commission that Apple charges on App Store purchases. Now, Netflix is huge and people know and trust its website.

For the thousands and thousands of other app developers, it might be hard to get consumers to go to a website instead of just clicking buy in the App Store. But now, Apple can't deliberately make this hard for people. So expect lots of developers to start offering cheaper options to buy their products via their own websites.

For the thousands and thousands of other app developers, it might be hard to get consumers to go to a website instead of just clicking buy in the App Store. But now, Apple can't deliberately make this hard for people. So expect lots of developers to start offering cheaper options to buy their products via their own websites.