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▶ 7:29 · $NEURALINK · Neuralink's vertical integration and scale-first strategy enables inevitable BCI ramp
episode briefing
Sequoia Capital

Neuralink's DJ Seo: Inside the Race to Connect Brains and AI

2026-05-28 · 1 company · 3 thematic
sentiment
1 bull0 bear0 neu
speakers
dj seo

Co-founded Neuralink with Elon Musk in 2016; PhD from Berkeley in miniaturized low-power electronics; previously at Caltech; leads the company's engineering across implants, surgical robotics, and neural decoding.

quote
“we we had scale in mind. We had not just the device, but all of the infrastructure around it to be able to do the surgery, do the deployment, build, you know, really, really hard factories for building these devices. And, you know, I think…”
—dj seo
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Neuralink's vertical integration and scale-first strategy enables inevitable BCI ramp
Building surgical robots, factories, and full-stack infrastructure from day one creates a fast iteration loop that looks slow initially but ramps massively once the iceberg surfac…