The topic of this special edition of The Critical Path was suggested by one of our subscribers. So thank you, Riley from New Hampshire — this one’s for you.

Elon Musk presenting at the Neuralink Update, Summer 2025

Elon Musk opened Neuralink’s 2025 event not with spectacle, but with restraint. His message was clear: “This is about bandwidth.”

He described Neuralink as the brain’s missing input/output port — a device meant to merge human cognition with the informational speed of machines. “Your eyes transmit gigabits per second,” Musk noted, “but your mouth and fingers output maybe a few bits.”

The company’s ambition is to close that gap — to give human beings the same bandwidth as their tools. The goal is not telepathy in the mystical sense, but conceptual telepathy — sharing entire thoughts or images, uncompressed by language.

Still, Musk emphasized the line between imagination and implementation. Neuralink, he said, would move slowly and cautiously, under the full weight of regulatory scrutiny. The rhetoric was not about dominance but about discipline — a tone deliberately chosen for a company that now operates inside the human brain.

Blindsight Illustration from the Neuralink Update, Summer 2025

From Telepathy to Blindsight

Neuralink’s roadmap no longer sounds theoretical. Its first commercial product, Telepathy, is already in use by seven participants who can control a computer cursor or type messages purely by thought. Participants average nearly 50 hours per week of active use — some exceeding 100 hours.

The next product, Blindsight, aims to restore vision through direct stimulation of the visual cortex. Unlike standard prosthetic approaches, Blindsight bypasses the eye entirely, sending light patterns straight into the brain’s calcarine fissure. Musk hinted at future versions with multi-wavelength capability, potentially letting users perceive infrared or ultraviolet light — a sensory expansion beyond natural human limits.

A third initiative, still early, involves neuro-modulation — targeted stimulation of deep brain structures to treat pain, depression, and other regulatory disorders. It’s the first step toward a system that can both read and write across the entire neural map.

The Roadmap: Scaling Bandwidth

Neuralink’s 2025 roadmap reads like a Moore’s Law chart for the nervous system:

Year

Focus

Channel Count

Milestone

2025

Motor Cortex

~1,000

Current generation (Telepathy)

2026

Speech Cortex

~3,000

Thought-to-speech decoding

2027

Multi-Implant Systems

~10,000

First navigation with Blindsight

2028

Full Cortex Expansion

>25,000

Parallel implants + AI integration

Each leap in channels increases the fidelity of what can be decoded — from single motions to full intent. Musk likened it to going from “dial-up to fiber optics” for the mind.

Product in Motion: Day-One Demos

Then came the moment that turned theory into theater.

Participant Noland Arbaugh, paralyzed from the shoulders down, used his implant to control a cursor — setting a new world record for thought-driven performance on day one.

Another participant joined in a live Mario Kart match, steering and accelerating using different imagined motions — left hand for turning, right hand for throttle. Neuralink engineers demonstrated two separate control channels, effectively allowing dual “joysticks” from a single brain.

A later segment showcased a participant with ALS sending messages and surfing the web, untethered by eye-tracking or speech devices. The implications were clear: Neuralink’s system was not a lab curiosity — it was already a prosthetic form of independence.

Fine-Motor Control: The Language of Hands

The next leap came from decoding the neural signatures of individual fingers. Participants performed “rock, paper, scissors” and even a “thumb war,” each gesture mapped in real time from motor cortex activity.

Engineers demonstrated that these decoded signals could control a robotic hand, performing grasp, pinch, and rotation with human-like precision. The ultimate goal: merging this with the Tesla Optimus platform to allow a user to control a humanoid robot body — or their own, in cases of spinal injury.

The company calls it body reanimation. Others might call it digital resurrection.

Final Thoughts

For all the complexity of electrodes, channels, and calibration curves, Neuralink’s 2025 demonstration was, at its core, about restoring agency. Behind the engineering milestones stand people who can now move a cursor, send a message, or play a game for the first time in years — not as lab subjects, but as participants in their own lives again. The road to ethical and safe integration will be long, but the direction feels unmistakably hopeful. If these systems can continue to bridge silence, paralysis, and isolation, then the story of Neuralink isn’t just about machines reading minds — it’s about technology finally learning to listen to the human spirit.

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