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BREAKING: Elon Musk’s new full interview with CMG. 0:15 On Xi Jinping 1:03 Tesla Shanghai factory 2:27 Cybercab rollout 3:55 Speed of AI breakthroughs 4:29 Grok 4.7 and Grokbot 5:48 SpaceX/Tesla data for real-world AI 6:48 Chinese AI models and the compute gap 8:16 China’s electricity output 9:01 US-China AI safety 9:27 Humanoid robots and Optimus 10:55 1 billion robots in 10 years 13:04 Money may not matter 16:27 10 billion to 100 billion robots 17:09 Space cooperation and Mars 21:07 Neuralink and human bandwidth 22:37 Education in the AI era 24:02 Visit Shanghai, and Beijing 24:38 Beijing high-speed rail 24:59 “Words do not do justice to China”

I use Grok Bot. Neuralink patient 3. ALS. Full quad. Nonverbal. I type with intention, not hands. Grok Bot is how a lot of that intention leaves the house. Paste a YouTube link and it watches enough to know who is in it, drafts two longer promo posts — X and Facebook — in my voice. No hashtags. X gets verified @ tags later in the body, never leading. Facebook names people in plain text. It shows both drafts and waits. I say yes. It posts X as @ALScyborg from a signed-in session. Facebook goes on my Mac clipboard when that path is blocked. I still approve every public post. Judgment stays mine. It also owns the Tuesday Holy War day-count. Days since Utah last beat BYU. Trash talk. Tags. Sometimes an image. Auto-post at 5:21pm Phoenix time. If X is down or suspended, it tells me and pauses. No silent failures. This is not “AI wrote a cute caption.” This is an assistant that drafts, waits, posts, retries Unsent drafts when the Post button hangs, and keeps a standing ritual alive while I am busy living. The bottleneck used to be hands. Now it is judgment — and I still own that. If you are waiting for permission to let software carry weight, the weight is already moving.

马斯克的脑机接口，让一名四肢瘫痪20年的女性，重新开始了艺术创作。 她不用双手，只靠意念，画出了一幅又一幅作品。 她叫Audrey Crews，Neuralink在她大脑负责运动意图的区域，植入了64根比头发还细的柔性线，上面分布着1024个电极。 当她想让光标移动时，电极会记录神经元的活动，再把信号无线传给软件，软件识别这些信号以后，将它们转换成光标移动和点击。 Audrey可以把光标移到工具栏，选择画笔和颜色，再回到画布，一点点完成图案，画什么，使用什么颜色，光标往哪里走，都由她自己决定。 她还会在屏幕上反复写自己的名字，看看自己能写对多少次，这个动作，她已经20年没能完成。 现在，她经常一画就是几个小时，身边的人还要提醒她关掉屏幕，她身后的墙上，已经摆着多幅完成的作品。 Audrey说：“当我移动光标时，那就是我。它已经成了我身体的一部分。”

Neuralink is one of the greatest technological breakthroughs of our time. A woman paralyzed from the neck down is creating paintings just by thinking. Patients are controlling wheelchairs and moving a robotic arm just by thinking.

这期 @MSX_CN Pre-IPO，我想聊三件事： 1.估值贵不贵 2.额度怎么来 3.以及为什么我个人非常看重 Neuralink!! 先说估值msx 估值42B Neuralink 不是便宜资产：2025 年 Series E 对应约 96.5 亿美元估值，2026 年二级转让口径已经到 290–420 亿美元，甚至有买方按接近 600 亿美元找股份。单看数字，不便宜。其实我的目标估值是30B左右，有个比较明确的翻倍预期 但我的判断框架不是“现在 PE 便不便”，而是：脑机接口如果真是下一代人机入口，它不该按单一医疗器械公司估，而该按“神经系统操作平台”估。人体临床已经在走，截至 2026 年 1 月披露 21 名参与者；Telepathy 之外，Blindsight、语言恢复等项目拿到 FDA Breakthrough Device Designation；2025 年还有约 6.5 亿美元 Series E 补弹药。贵是事实，问题是贵得有没有逻辑。我的答案是：有，但要用很长时间去验证。 第二是 MSX 持有量和打新额度的关系，这点很多人会搞错。不是申购当天有钱就行，门槛是持有 1,000 枚 MSX 起，并完成 KYC；档位看 8/25–8/31 每天 00:00 快照的 7 日平均持仓。也就是说，现在还在快照期，临时冲仓拉不动均值。申购 8/31 18:00 开，9/6 00:00 关，成功后锁到 12/5 00:00。页面写的是“最高可申购额度”，不等于最终获配，未获配资金按规则返还。 最后说我为什么最看 Neuralink。机器人赛道现在卡在几个瓶颈： 1.训练数据是离散的，现实世界是连续的。虚拟世界里“移动 1 厘米”很干净，现实里没有标准的一厘米，所以仿真训练出来的精度，永远难和真实世界完全拟合。 2.马斯克给的路线图也很直白：机器人先去开星舰、开 Cybertruck、开 Semi，去建设月球基地；再往上，就是脑机接口操控机器人，往“赛博永生、机械飞升”那个方向走。这个路线图才是机器人赛道的正路！我最感兴趣的是脑机接口。它的公开演示和临床迭代速度，是独立赛道的，炒作还没完全跟上。 所以我的态度很明确：Neuralink 是我个人愿意用十年维度跟踪的标的。不止是msx，任意渠道估值只要不是太离谱，我都会参与一些。 这是我自己的判断，不构成投资建议。未上市公司估值和上市时间都不确定，仓位和流动性，自己算清楚。

Neuralink enables Audrey Crews to create art with her thoughts. Paralyzed from the neck down in a car crash at 16, she is drawing again after 20 years. Absolutely incredible. 🧠

BREAKING: Neuralink just released a new video of Audrey Crews, paralyzed from the neck down since a car crash at 16 - creating colorful digital art with her mind, moving a laptop cursor from her wheelchair after 20+ years without being able to draw.