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Neuralink

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Neuralink is a private company focused on developing brain-machine interface technologies.

sentiment mix
bull 100%bear 0%neu 0%

funding rounds

private markets
latest round
Primary
Jun 2025 | $600M
post-money valuation
$9.6B post-money
not disclosed
total raised
$1.2B+ disclosed
1 disclosed rounds | updated 2026-07-09
round progression
Primary
Jun 2025
$600M
lead investors
  • not disclosedlead
dateroundamountvaluationinvestors
Jun 2025Primary$600M$9.6B post-moneynot disclosed

signal summary

latest high-conviction thesis
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 surfaces; scale in the world of atoms makes the impossible inevitable.

dj seoT1Sequoia Capital2026-05-28
confidence 88 / 100impact High
key themes
  • Brain-Computer Interfaces78%
  • AI Infrastructure67%
  • AI Geopolitics & Export Controls44%
  • Space Economy44%
  • AI Safety & Alignment33%

bull thesis · 10

88 / 100
  • •Alex extrapolates Neuralink wheelchair demo to exoskeletons and brain uploading within 5-10 years
  • •Neuralink demonstrates BCI-controlled wheelchair for paralysis; path to Optimus robot avatar and motor cortex upload
  • •Neuralink achieved first fully implantable, skin-closed BCI for motor decoding via smartphone-dividend electronics

bear thesis · 0

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company research · 2 videos

mentions · 10

Peter H. DiamandisJensen Huang Launches an Open AI Alliance, Anthropic & OpenAI Team Up in DC, Kimi K3 Goes Global2 mentions · 2▲ 0▼ 0○ · 2 months ago
0:0026:0052:001:18:001:45:00
Generating Alpha PodcastEpisode 56: Gavin Baker - Managing Partner of Atreides Management1 mentions · 1▲ 0▼ 0○ · 3 months ago
0:0017:0035:0052:001:10:00
Peter H. DiamandisAnthropic vs. Alibaba, OpenAI Delays Its IPO, and the US Government Blocks GPT-5.6 | #2671 mentions · 1▲ 0▼ 0○ · 3 months ago
0:0016:0032:0048:001:05:00
TBPNGavin Baker: SpaceX Might Be the Greatest Company of All Time1 mentions · 1▲ 0▼ 0○ · 3 months ago
0:0010:0020:0030:0040:00
TBPNPalantir's AIPCon 10, Ramp Hits $44B, 60 Minutes Eyes Rogan | Diet TBPN1 mentions · 1▲ 0▼ 0○ · 4 months ago
0:006:0012:0018:0025:00
Sequoia CapitalNeuralink's DJ Seo: Inside the Race to Connect Brains and AI1 mentions · 1▲ 0▼ 0○ · 4 months ago
0:003:007:0011:0015:00
All-In PodcastTrump-Xi Summit, Benioff: "Not My First SaaSpocalypse," OpenAI vs Apple, Multi-Sensory AI, El Niño1 mentions · 1▲ 0▼ 0○ · 4 months ago
0:008:0017:0026:0035:00
Limitless PodcastHuman Brain Cells in a Petri Dish Just Played DOOM1 mentions · 1▲ 0▼ 0○ · 7 months ago
0:006:0012:0018:0025:00
Y CombinatorThe Future Of Brain-Computer Interfaces1 mentions · 1▲ 0▼ 0○ · 7 months ago
0:0011:0022:0033:0045:00