Latest / Core Memory / Engineering Brains - EP 09 Max Hodak
Transcript
- 0:01SPEAKER_01: I was in fifth grade and literally saw the matrix and I was like,
- 0:03SPEAKER_01: I don't know if we're living in a simulation,
- 0:05SPEAKER_01: but we should build one basically.
- 0:08SPEAKER_01: Look, Earth is small.
- 0:10SPEAKER_01: Resources are intensely contested.
- 0:13SPEAKER_01: Space is big.
- 0:13SPEAKER_01: The speed of light is low.
- 0:15There are real limits to building with atoms and doing things
- 0:18in the physical world
- 0:19SPEAKER_01: where there's these conflicts,
- 0:20SPEAKER_01: like a piece of land can only be used by one person at a time.
- 0:24SPEAKER_01: Building buildings is super expensive and complicated.
- 0:26SPEAKER_01: But in the simulation, none of those limits are true.
- 0:30SPEAKER_01: In the simulation, there's no scarcity.
- 0:32SPEAKER_01: Have you heard of the Jennifer Aniston neuron?
- 0:33SPEAKER_01: No.
- 0:34SPEAKER_01: So there's...
- 0:35SPEAKER_01: Yeah.
- 0:58And so the intuition here is that if you look at all of the
- 1:00millions of neurons in
- 1:01SPEAKER_01: that area,
- 1:02they encode a representation of architecture or of faces or of
- 1:07people or of places.
- 1:09SPEAKER_01: And this is embedded on a mathematical object called a manifold.
- 1:13And so what you want to do is you want to access that
- 1:15statistical representation somehow.
- 1:17SPEAKER_01: And when these neurons grow into the brain and they wire up,
- 1:19SPEAKER_01: you get all this,
- 1:20SPEAKER_01: when the cells in the brain fire,
- 1:21SPEAKER_01: you're getting all this partial information,
- 1:23which represent information about the statistics of those representations.
- 1:28And so you can access this information in and out of the brain
- 1:31through this.
- 1:33This is a very,
- 1:33very deep well of neuroscience that we were at the very
- 1:36beginning of.
- 1:36SPEAKER_01: Just making these devices at all is pretty tricky.
- 1:40SPEAKER_01: I would say this is up there with modern semiconductors for complexity.
- 1:45SPEAKER_01: Music
- 1:59SPEAKER_00: Hello everyone.
- 2:00SPEAKER_00: It's Ashley Vance, your friendly neighborhood host of Core Memory.
- 2:04SPEAKER_00: Our guest on this wonderful episode is Max Hodak.
- 2:10SPEAKER_00: He is co-founder of Neuralink, currently CEO
- 2:16SPEAKER_00: and co-founder of Science Corp, which is an amazing name.
- 2:20SPEAKER_00: And we'll get to that in the podcast.
- 2:22SPEAKER_00: But if you've been reading the site at all these first couple of months,
- 2:25SPEAKER_00: we've written a couple of stories about Macs in science.
- 2:27They're doing some of the most cutting edge research and
- 2:31products imaginable in the
- 2:33brain computer interface field that are helping people get
- 2:36their vision back.
- 2:38SPEAKER_00: And then they're pushing us
- 2:40SPEAKER_00: possibly in some very weird cyborg-ish directions.
- 2:44SPEAKER_00: So you're gonna have a great time listening to this.
- 2:46SPEAKER_00: We went to Science's headquarters in Alameda,
- 2:49SPEAKER_00: California,
- 2:51SPEAKER_00: and Max was full of weird and wonderful ideas.
- 2:55as ever maybe you're getting this podcast off of core memory
- 2:59just want to remind
- 3:00you you can get it off itunes spotify wherever you like to get
- 3:04your podcast please
- 3:05do us a favor leave a review a like all that stuff um be a
- 3:10great help and with that
- 3:14SPEAKER_00: let us dive right in to the brain and science corp with max odak
- 3:24SPEAKER_00: Max Hodak.
- 3:24SPEAKER_00: Hello.
- 3:25SPEAKER_00: Hey, Ashley.
- 3:27SPEAKER_00: I would say welcome to my office, but I'm in your office.
- 3:30SPEAKER_00: Welcome to science.
- 3:31SPEAKER_00: Yeah.
- 3:32SPEAKER_00: So for people who don't know, where are we?
- 3:35SPEAKER_01: This is our little pocket of the future in Alameda.
- 3:39SPEAKER_01: When we started the company,
- 3:41SPEAKER_01: the brand,
- 3:42SPEAKER_01: we wanted this white mirror,
- 3:43SPEAKER_01: optimistic vision of the future,
- 3:45SPEAKER_01: and we created these landscape renders that are on our website now.
- 3:48And we wanted this thing that people wouldn't tell if it was
- 3:51like far future or ancient past.
- 3:53SPEAKER_01: I think those kind of blur together as technology disappears.
- 3:57SPEAKER_01: And...
- 3:59when we moved here we took some photography updated the website
- 4:03built some out and
- 4:04people actually sometimes couldn't tell like what were the
- 4:06renders and what was
- 4:07alameda and so it's like this far future vision of utopian
- 4:10future it's like or you
- 4:11could live in alameda yeah alameda is a cool place it's uh
- 4:17underrated and it's been
- 4:19SPEAKER_00: transforming as a bunch of really cool startup setup shop here
- 4:23Yeah,
- 4:24I mean,
- 4:24I have,
- 4:25I think,
- 4:25a fairly encyclopedic knowledge of Bay Area lab real estate.
- 4:30SPEAKER_01: And it's,
- 4:32SPEAKER_01: I mean,
- 4:32SPEAKER_01: I say this,
- 4:33SPEAKER_01: this will of course change very quickly,
- 4:34SPEAKER_01: I'm sure,
- 4:34SPEAKER_01: but like cheaper than a lot of everywhere else.
- 4:36SPEAKER_01: And it's also a good commute for whether you're coming from the East Bay,
- 4:40SPEAKER_01: SF,
- 4:41SPEAKER_01: the Peninsula,
- 4:42SPEAKER_01: kind of all over.
- 4:43SPEAKER_01: And so employees really like it.
- 4:46SPEAKER_01: It's its own power grid.
- 4:47SPEAKER_01: It's not PG&E,
- 4:48SPEAKER_01: which is actually underrated for a lot of things,
- 4:50SPEAKER_01: especially if you need a lot of power.
- 4:52It's like an idyllic community and it is very cost effective
- 4:55for this type of infrastructure.
- 4:57SPEAKER_00: And just to paint a picture for people who can't,
- 5:00SPEAKER_00: some people will see us sitting at the stable,
- 5:02SPEAKER_00: some people will just hear this,
- 5:04SPEAKER_00: you know,
- 5:04SPEAKER_00: what happens in this environment.
- 5:06from sort of the...
- 5:08What are you guys doing here from wet lab to hardware?
- 5:11SPEAKER_00: The scope of what takes place?
- 5:14SPEAKER_01: We do a lot.
- 5:16So we have everything from a large animal vivarium to cell
- 5:20engineering to a small MEMS fab.
- 5:23SPEAKER_01: And we've got some tools here.
- 5:25SPEAKER_01: We also have a captive MEMS fab in North Carolina.
- 5:27I mean,
- 5:28we make kind of,
- 5:30we're like a full stack neural engineering company.
- 5:32SPEAKER_01: Our main focus is on the retinal prosthesis.
- 5:36SPEAKER_01: When we started the company,
- 5:38we thought that the time was right to restore vision to
- 5:40patients that had gone
- 5:41SPEAKER_01: blind due to losing the photoreceptors,
- 5:44SPEAKER_01: the rods and cones in their eye.
- 5:46if you want to do that there's two layers of cells past that in
- 5:49the retina the
- 5:50retinal bipolar cells and the optic nerve cells and we weren't
- 5:54totally sure whether
- 5:55it would make sense to stimulate either the bipolar cells or
- 5:57the retinal ganglion
- 5:58cells the optic nerve cells but if you could figure out how to
- 6:02selectively drive
- 6:02one or the other with some other it's of course much more
- 6:05complicated than that
- 6:06then you should be able to get vision back onto the wire going
- 6:09into the brain at
- 6:10SPEAKER_01: like the first possible opportunity past the dead rods and cones and
- 6:15SPEAKER_01: We work on gene therapies.
- 6:18SPEAKER_01: We work on electrical simulators.
- 6:20We work on these really cool,
- 6:24pretty complicated cell-based neural interface technologies.
- 6:30SPEAKER_01: But yeah,
- 6:31SPEAKER_01: I mean,
- 6:32SPEAKER_01: we're especially excited about the Prima retinal prosthesis,
- 6:35SPEAKER_01: which is getting submitted to regulators for marketing approval.
- 6:38SPEAKER_01: Now, we finished a clinical trial last summer in Europe, 38 patients.
- 6:43As far as we know,
- 6:44first time ever that these blind patients have been able to
- 6:46read again.
- 6:47And so not approved yet,
- 6:49but the clinical trial results look really,
- 6:51really great.
- 6:52SPEAKER_01: And we're hoping to have that through the regulatory process soon.
- 6:56SPEAKER_00: All right.
- 6:57I want to deep dive on all the technology,
- 7:00but ever since I've known you,
- 7:03I mean,
- 7:03you're...
- 7:05SPEAKER_00: Lots of people are interested in the brain.
- 7:07I would say I could feel it exuding out of you,
- 7:11your interest in this field.
- 7:12I remember we were talking about you actually wanted to bring
- 7:15something like The Matrix,
- 7:17SPEAKER_00: make it real.
- 7:18You were one of the first people I had ever heard who just like
- 7:22willingly admit
- 7:23SPEAKER_00: this out loud and had this passion.
- 7:26SPEAKER_00: Is that weird?
- 7:28SPEAKER_00: I think it's...
- 7:29SPEAKER_00: it's maybe a little weird.
- 7:31SPEAKER_00: I don't even know if I care about that.
- 7:33SPEAKER_00: I think there's like people,
- 7:34SPEAKER_00: obviously people who would see the matrix,
- 7:36SPEAKER_00: I think is like a dystopian sort of thing.
- 7:38SPEAKER_00: Um,
- 7:39SPEAKER_00: but even just,
- 7:39SPEAKER_00: yeah,
- 7:40SPEAKER_01: I mean,
- 7:40SPEAKER_01: certainly like the,
- 7:41SPEAKER_01: like the human batteries machine state,
- 7:43SPEAKER_01: like that's not the part of the matrix that I'm into.
- 7:45SPEAKER_00: Right.
- 7:45SPEAKER_00: Yeah.
- 7:46SPEAKER_00: Yeah.
- 7:46SPEAKER_00: No, so that part I got.
- 7:47SPEAKER_00: And then I just think, um, yeah, I don't know.
- 7:50There's not a lot of people that say something like that with
- 7:52such conviction,
- 7:53I think.
- 7:54SPEAKER_01: Yeah.
- 7:55SPEAKER_01: I mean, the,
- 7:58like your entire conception of reality is based in electrical
- 8:02activity in your brain.
- 8:03SPEAKER_01: That's like all of your perception,
- 8:05SPEAKER_01: all of your thoughts,
- 8:06SPEAKER_01: all your memory,
- 8:06SPEAKER_01: all of your reasoning.
- 8:08This is all really emergent from the electrical activity of
- 8:13these billions of neurons.
- 8:15SPEAKER_01: And so it just seemed like very clear to me that if you could,
- 8:18SPEAKER_01: if you really believed that engineering with that substrate was possible,
- 8:21SPEAKER_01: this would enable some really incredible things.
- 8:24SPEAKER_00: And you know, this is what I was curious about.
- 8:26Is this something young Max was into forever or is this
- 8:31something you came to in college?
- 8:33SPEAKER_00: Oh yeah,
- 8:33SPEAKER_00: no,
- 8:34SPEAKER_01: no,
- 8:34SPEAKER_01: this was,
- 8:34SPEAKER_01: I saw that like,
- 8:35SPEAKER_01: this was a path I was on really since fifth grade,
- 8:37SPEAKER_01: trying to figure out how to,
- 8:39SPEAKER_01: how to work on these things.
- 8:39SPEAKER_00: Like what happened in fifth grade?
- 8:41SPEAKER_01: I mean,
- 8:41SPEAKER_01: I mean,
- 8:42SPEAKER_01: the story was,
- 8:42SPEAKER_01: I was in fifth grade and literally saw the matrix and I was like,
- 8:45SPEAKER_01: I don't know if we're living in a simulation,
- 8:47SPEAKER_01: but we should build one basically.
- 8:50SPEAKER_01: Look, Earth is small.
- 8:52SPEAKER_01: Resources are intensely contested.
- 8:54SPEAKER_01: Space is big.
- 8:55SPEAKER_01: The speed of light is low.
- 8:57There are real limits to building with atoms and doing things
- 9:00in the physical world
- 9:01SPEAKER_01: where there's these conflicts,
- 9:02SPEAKER_01: like a piece of land can only be used by one person at a time.
- 9:06SPEAKER_01: Building buildings is super expensive and complicated.
- 9:08SPEAKER_01: But in the simulation, none of those limits are true.
- 9:11SPEAKER_01: It is, I think...
- 9:16SPEAKER_01: Like in the simulation, there's no scarcity.
- 9:19SPEAKER_01: And how like it is,
- 9:22SPEAKER_01: of course,
- 9:22SPEAKER_01: like anything's not that simple,
- 9:24SPEAKER_01: but that at least early on,
- 9:26SPEAKER_01: I mean,
- 9:26SPEAKER_01: I think I now have more motivations for working on this stuff.
- 9:28SPEAKER_01: It is not just not just building the simulation.
- 9:31SPEAKER_01: I also think.
- 9:33SPEAKER_01: AI is real, making that not an other, merging with that.
- 9:36SPEAKER_01: That's the thing that I didn't necessarily...
- 9:38It was not really in my initial motivation for working in
- 9:41neural engineering,
- 9:42SPEAKER_01: but it is increasingly so.
- 9:43And so I think there's many different paths to this,
- 9:47but that was part of my origin story.
- 9:49SPEAKER_00: And you're...
- 9:51SPEAKER_00: Look, you're super bright.
- 9:53SPEAKER_00: When you had that impulse in fifth grade,
- 9:55SPEAKER_00: did that mean you started reading tons of science fiction?
- 9:59SPEAKER_00: Did you get into computer science?
- 10:01SPEAKER_00: Did you get into biology?
- 10:03SPEAKER_00: Or did you not really take action as a fifth grader on that?
- 10:06SPEAKER_01: Well, I mean, I started programming when I was really little.
- 10:09My parents tell me that I sat on the floor of a Barnes & Noble
- 10:11and cried until they
- 10:12bought me a Learn Visual Basic book or like a basic .NET book
- 10:17or something,
- 10:17SPEAKER_01: or well before .NET,
- 10:18SPEAKER_01: like a QBasic book.
- 10:21SPEAKER_01: And they were very skeptical I would actually make anything.
- 10:26SPEAKER_01: And now, 30 years later, I've written many programs.
- 10:30SPEAKER_01: But I've always been around computers.
- 10:32SPEAKER_01: I think when I was a kid,
- 10:34it was like the compiler was the thing that didn't care how old
- 10:36you were and would
- 10:37SPEAKER_01: take you seriously regardless.
- 10:38SPEAKER_01: Yeah.
- 10:40SPEAKER_01: But no,
- 10:41SPEAKER_01: I mean,
- 10:41there's not a lot that a fifth grader in the late nineties can
- 10:44do to really work on neural,
- 10:46SPEAKER_01: like to work on brain computer interfaces.
- 10:49SPEAKER_01: So it was reading, it was being an enthusiast.
- 10:51I mean,
- 10:51I certainly wanted to make stuff,
- 10:53but that wasn't really practical.
- 10:56SPEAKER_01: Ultimately,
- 10:57one of the reasons I went to the college I did Duke was because
- 11:00there was a lab
- 11:00SPEAKER_01: that at the time was doing some of the best work in the field.
- 11:04SPEAKER_01: Miguel Nicolales' group in Duke Med Center.
- 11:07SPEAKER_01: And when I showed up to Duke as a freshman, I like...
- 11:12SPEAKER_01: pretty quickly figured out how to get into that lab.
- 11:15So I remember my freshman year advisor,
- 11:18there's like,
- 11:18is there a lab that you want to work in?
- 11:20SPEAKER_01: Is there some internship?
- 11:21SPEAKER_01: And I suggested Nicholas's group and got immediately rejected.
- 11:25SPEAKER_01: They're like, they don't take undergrads.
- 11:26SPEAKER_01: It's like, that's the medical center.
- 11:28SPEAKER_01: That's not accessible.
- 11:29And so I eventually figured out that I could do an independent
- 11:32study through the
- 11:33SPEAKER_01: chemistry department.
- 11:34SPEAKER_01: There's a class called Chem26S.
- 11:36SPEAKER_01: but didn't actually require you to work in the chemistry department.
- 11:39SPEAKER_01: And I was able from there to get into the Nicholas lab.
- 11:42SPEAKER_01: And that was really where most of my education happened in college.
- 11:45SPEAKER_00: Okay.
- 11:45SPEAKER_00: So,
- 11:46SPEAKER_00: but even at that point,
- 11:47SPEAKER_00: were you thinking,
- 11:48were you thinking I'm going to be an entrepreneur or are you
- 11:52thinking I'm going to
- 11:53SPEAKER_00: get like a PhD in neuroscience?
- 11:55SPEAKER_01: I don't think at that point I had a particularly strong experience.
- 12:00SPEAKER_01: sense of that.
- 12:03SPEAKER_01: I was always kind of an entrepreneur.
- 12:05SPEAKER_01: When I was in high school,
- 12:07SPEAKER_01: I did web design consulting with some friends,
- 12:09kind of figured out how to make some money come out of the
- 12:11internet to buy myself a laptop.
- 12:14and then i didn't really enjoy school i was never really um
- 12:19like i was a fine
- 12:20student i went to a fine school graduated with a degree in
- 12:24biomedical engineering
- 12:24from a pretty good program for that but i never like liked
- 12:27college or liked school
- 12:29for the matter um and so i'd always been somewhat
- 12:33entrepreneurial but i don't know
- 12:35i mean the reason that i ended up going into industry was
- 12:37really more driven by the
- 12:39SPEAKER_01: logic that um
- 12:42SPEAKER_01: if in academia,
- 12:43SPEAKER_01: when you're applying for grants,
- 12:45SPEAKER_01: if you apply for a grant,
- 12:46SPEAKER_01: these are these philanthropic funders that if they don't fund you,
- 12:50SPEAKER_01: like,
- 12:51SPEAKER_01: fine,
- 12:52SPEAKER_01: it's their money.
- 12:52SPEAKER_01: Who are you to say that they're wrong?
- 12:54SPEAKER_01: They can pick what they're interested in.
- 12:56SPEAKER_01: And in industry,
- 12:57SPEAKER_01: there was,
- 12:57SPEAKER_01: if you,
- 12:58it just made more sense to me why someone would give you money deterministically,
- 13:02SPEAKER_01: because if you can create this closed economic cycle,
- 13:04SPEAKER_01: create this return,
- 13:04SPEAKER_01: it didn't,
- 13:06SPEAKER_01: it just,
- 13:06SPEAKER_01: it made me feel like I'd have more agency over my life.
- 13:09SPEAKER_01: And ultimately,
- 13:10SPEAKER_01: when things work industrially,
- 13:12you can marshal much larger amounts of resources than you can
- 13:16in really any other way.
- 13:18SPEAKER_01: Although back in 2011,
- 13:19SPEAKER_01: 2012,
- 13:19SPEAKER_01: when I was graduating from college,
- 13:22SPEAKER_01: it was clear that BCIs were still a ways from translation.
- 13:27SPEAKER_01: I figured when I was graduating from college that
- 13:30SPEAKER_01: You'd probably need like $100 million in 10 years to build a BCI company,
- 13:34SPEAKER_01: which I didn't have at that time.
- 13:35And so I started a company and somebody thought was more
- 13:37accessible and building
- 13:39SPEAKER_01: automation for drug discovery,
- 13:41SPEAKER_01: which was also interesting.
- 13:42SPEAKER_00: Was that transcriptic?
- 13:43SPEAKER_01: That was transcriptic.
- 13:44SPEAKER_00: Okay.
- 13:44And just for people who might not know,
- 13:46a BCI is a brain-computer interface?
- 13:48SPEAKER_00: Yeah.
- 13:48SPEAKER_00: Yeah.
- 13:50SPEAKER_01: And I considered going to grad school, but I figured...
- 13:54that if BCI is 20,
- 13:582012,
- 13:58BCI is probably 10 years away from clinical translation.
- 14:00SPEAKER_01: You go get a PhD,
- 14:02SPEAKER_01: graduate six or seven years later,
- 14:04SPEAKER_01: random postdoc,
- 14:05SPEAKER_01: don't have access to real resources.
- 14:07SPEAKER_01: BCI would probably still be 10 years away from clinical translation.
- 14:10SPEAKER_01: And so I just,
- 14:11I thought that I'd have more agency over my life learning to
- 14:14build companies,
- 14:15SPEAKER_01: get access to those resources,
- 14:16SPEAKER_01: and then be able to deploy them towards,
- 14:18SPEAKER_01: figure out how to do it profitably,
- 14:19SPEAKER_01: basically.
- 14:19SPEAKER_00: Did you grow up in North Carolina?
- 14:21SPEAKER_00: No, I grew up in Manhattan.
- 14:22SPEAKER_00: Yeah.
- 14:23in manhattan so was obviously an entrepreneurial place with
- 14:27where these ideas might
- 14:28be floating around but had you had you thought about silicon
- 14:32valley were there
- 14:33people you kind of looked up to or anything like that i was
- 14:37growing up i was like
- 14:38vaguely dimly aware of silicon valley um i was a kid through
- 14:43the dot-com era i was
- 14:45i think i had like a pretty dim awareness of it new york was a
- 14:47totally different
- 14:48SPEAKER_01: culture subculture
- 14:50SPEAKER_01: No, I mean, I drove out.
- 14:51SPEAKER_01: So I did two years of college.
- 14:53SPEAKER_01: I actually took a year off.
- 14:55SPEAKER_01: So when I was in high school,
- 14:56SPEAKER_01: I was concerned that,
- 14:57SPEAKER_01: like I think many high school students,
- 14:59SPEAKER_01: I had no future,
- 14:59SPEAKER_01: was never going to get into a good school.
- 15:02SPEAKER_01: I got a bunch of statistics from my guidance counselor's office,
- 15:05SPEAKER_01: entered those into Excel,
- 15:07SPEAKER_01: built a model,
- 15:08SPEAKER_01: and kind of you can –
- 15:11SPEAKER_01: or this at least used to be this kind of interesting,
- 15:14SPEAKER_01: like there's some game theoretic interesting elements there.
- 15:18And so I built a model that predicted like if I applied early
- 15:21decision versus early
- 15:22action and made like what was the best school that I could get
- 15:25into that aligned
- 15:25SPEAKER_01: with my interests.
- 15:26And one of those interests,
- 15:27of course,
- 15:28was wanting to work in a good BCI lab.
- 15:30SPEAKER_01: I ended up working out that my,
- 15:32what I thought my optimal move there was to apply to Duke early
- 15:35decision where I
- 15:36SPEAKER_01: thought I'd have a very high chance of getting in.
- 15:37SPEAKER_01: You can of course only do that.
- 15:38SPEAKER_01: I got in, I was committed.
- 15:40SPEAKER_01: And then that eventually,
- 15:42that model eventually turned into a small SaaS company that I
- 15:45took a year off college,
- 15:47SPEAKER_01: moved out to California,
- 15:48SPEAKER_01: ran that for a little over a year.
- 15:50SPEAKER_01: That got pretty quickly a very small acquisition.
- 15:53SPEAKER_01: But no,
- 15:54SPEAKER_01: I showed up,
- 15:55I kind of drove across the country as a sophomore in college
- 15:57with a friend and
- 15:59SPEAKER_01: Got an apartment in Mountain View and didn't know anybody.
- 16:02And it was like very lonely for the first year and eventually
- 16:05started making some friends.
- 16:06And then like 15 years later,
- 16:08you look around and like your friends are everywhere.
- 16:10SPEAKER_01: But that was not where I started.
- 16:12So in this year off,
- 16:13you just took a year off from college,
- 16:15started a company and sold it.
- 16:17SPEAKER_01: Yeah,
- 16:17SPEAKER_01: I mean,
- 16:18SPEAKER_01: it wasn't like a big success,
- 16:19SPEAKER_01: but it was a really interesting...
- 16:22SPEAKER_01: I mean,
- 16:22SPEAKER_01: that was really my introduction to Silicon Valley.
- 16:24And I think...
- 16:25I remember my co-founder from that was...
- 16:29He's a product guy.
- 16:32But we ended up at this house party once in,
- 16:35I want to say,
- 16:36somewhere in South Bay.
- 16:37SPEAKER_01: I forget exactly where.
- 16:38SPEAKER_01: But when we went, it was advertised as like a hackathon-type party.
- 16:44SPEAKER_01: And...
- 16:46SPEAKER_01: I didn't really know what to expect.
- 16:47He thought that there's,
- 16:48like,
- 16:49no way that people are going to be on laptops.
- 16:50SPEAKER_01: It's like,
- 16:50SPEAKER_01: you're going to be,
- 16:51SPEAKER_01: like,
- 16:51SPEAKER_01: it's going to be in the backyard by the pool,
- 16:53SPEAKER_01: like,
- 16:53SPEAKER_01: people are going to have beers.
- 16:54SPEAKER_01: And you walk in, there's just, like, fold-out tables of rows of laptops.
- 16:58SPEAKER_01: And I was like, these are my people.
- 17:01Okay,
- 17:02one last question along those lines,
- 17:04because I was wondering this as you were talking.
- 17:06SPEAKER_00: I mean, are your parents engineers at all?
- 17:10SPEAKER_00: Is there any reason for you to be wired this way from your background?
- 17:14SPEAKER_01: I guess, like, my...
- 17:17My dad has a degree in aerospace engineering undergrad,
- 17:20and then they met at business school.
- 17:22SPEAKER_01: They both went to, they met in their MBA at Wharton.
- 17:26SPEAKER_01: And so I grew up around like a business sense.
- 17:30SPEAKER_01: Okay.
- 17:30SPEAKER_01: My dad's a management consultant.
- 17:33SPEAKER_01: My mom does like ESG and philanthropy stuff.
- 17:39SPEAKER_01: She was actually at Lehman.
- 17:41SPEAKER_01: in 2008, which was a really interesting form.
- 17:44SPEAKER_01: I have this list in my mind of like impossible things.
- 17:47SPEAKER_01: And like the failure of Lehman was like entry one on that list is like,
- 17:50SPEAKER_01: there's things that you never think.
- 17:51SPEAKER_01: I mean,
- 17:51SPEAKER_01: this sounds simple now because it's so long ago,
- 17:53SPEAKER_01: but like as a kid growing up around these institutions,
- 17:55SPEAKER_01: you see these things happen that you're like,
- 17:57SPEAKER_01: there's no way that would happen.
- 17:59SPEAKER_01: Um, but, uh,
- 18:01SPEAKER_01: Yeah, I mean, my dad knows a good program.
- 18:08SPEAKER_01: We grew up building model rockets and doing stuff like that.
- 18:12SPEAKER_01: So I was a bit exposed to it.
- 18:14SPEAKER_00: And when you were a freshman, what year did you go to college?
- 18:17SPEAKER_01: That was fall of 2007.
- 18:19SPEAKER_00: Fall of 2007,
- 18:20SPEAKER_00: and you're already thinking about brain-computer interfaces,
- 18:23SPEAKER_00: because,
- 18:23SPEAKER_00: you know,
- 18:24SPEAKER_00: they were not the most exciting,
- 18:27SPEAKER_00: very academic.
- 18:28SPEAKER_00: This field is a lot older than that.
- 18:30SPEAKER_01: Like, the Utah Array was invented in the mid-90s.
- 18:33SPEAKER_01: Right, but you'd even... Cyberkinetics had been a startup.
- 18:35SPEAKER_00: Yeah.
- 18:35SPEAKER_00: Yeah, at that point.
- 18:36SPEAKER_00: You'd been following even stuff like that.
- 18:38SPEAKER_01: Oh, yeah, yeah.
- 18:39SPEAKER_00: You would...
- 18:41SPEAKER_00: I mean,
- 18:41SPEAKER_00: I definitely never heard of a Utah Array,
- 18:43SPEAKER_00: you know,
- 18:44SPEAKER_00: until,
- 18:44SPEAKER_00: I would say,
- 18:45SPEAKER_00: relatively recently.
- 18:46SPEAKER_00: But so you were like...
- 18:48genuinely into,
- 18:50even as a teenager pursuing brain-computer interface stuff and
- 18:54SPEAKER_01: Yeah, I mean, I also had played sports and did other things.
- 18:59But yeah,
- 19:00I mean,
- 19:00I definitely knew about,
- 19:02was following the field and reading about it.
- 19:05SPEAKER_01: There wasn't a lot that I could do at the time on that.
- 19:07SPEAKER_01: I was reading and being interested in it and dreaming about it.
- 19:11SPEAKER_01: But I mean, this is pretty cool.
- 19:13SPEAKER_01: It is pretty cool to be here in 2025 getting to do this.
- 19:18SPEAKER_01: That, yeah, I don't think was necessarily given.
- 19:20SPEAKER_00: So that was my next question.
- 19:21SPEAKER_00: I mean,
- 19:21SPEAKER_00: you happen to be coming of age is probably not the right phrase,
- 19:27but getting into your professional career right as money starts
- 19:31to come into this technology,
- 19:33as it starts to transform from the mostly academic pursuit to
- 19:38lots of brain implant
- 19:40SPEAKER_00: and BCI startups.
- 19:43I mean,
- 19:44like you just said,
- 19:45that's sort of fortuitous for somebody who's into this stuff.
- 19:48SPEAKER_01: Yeah,
- 19:48SPEAKER_01: I mean,
- 19:48SPEAKER_01: I think that this is also,
- 19:50SPEAKER_01: I mean,
- 19:50this is like a narrow slice of just the craziness that we all
- 19:56seem to be here right
- 19:57now getting to do this in what appears increasingly to me like
- 20:00to be the takeoff era.
- 20:02And you can see how in some people this kind of tugs at the
- 20:05sense of like,
- 20:06SPEAKER_01: are we living in a simulation?
- 20:07Like we're here getting to do this stuff in this time when
- 20:10every like AI is happening,
- 20:11SPEAKER_01: BCIs are happening.
- 20:14SPEAKER_01: The internet has matured.
- 20:17SPEAKER_01: It is definitely, I think, the most exciting time in human history.
- 20:22SPEAKER_01: And I think that that will continue to be true.
- 20:25SPEAKER_00: So I can never tell because I think like you,
- 20:27SPEAKER_00: you probably hang out with even,
- 20:29SPEAKER_00: I don't know,
- 20:30SPEAKER_00: I spend my whole life hanging out with people at the frontier of science.
- 20:33SPEAKER_00: And so it starts to really skew my sense of reality or,
- 20:37SPEAKER_00: or,
- 20:37SPEAKER_00: or what other people get to encounter on a day to day basis.
- 20:42SPEAKER_00: You probably even have a more extreme version of that.
- 20:45SPEAKER_00: So I,
- 20:45cause I have a similar feeling to what you're describing
- 20:47sometimes as this takeoff point,
- 20:49SPEAKER_00: um,
- 20:51SPEAKER_00: And then I try to put myself in the shoes of someone,
- 20:53SPEAKER_00: I don't know,
- 20:54SPEAKER_00: whatever it is,
- 20:54SPEAKER_00: like 40 years ago.
- 20:55It's like,
- 20:56if you're inclined this way,
- 20:58do you always sort of feel like this to some degree?
- 21:02SPEAKER_01: Well,
- 21:02SPEAKER_01: I mean,
- 21:02SPEAKER_01: have you seen,
- 21:03SPEAKER_01: like we think of it as like the graph,
- 21:05SPEAKER_01: have you seen the GDP over time going back 2,000 years?
- 21:09uh yes yeah yeah so i mean it is it's the hawk it's a
- 21:14exponential it's a hockey
- 21:15stick and i think the thing that i only i think i realized
- 21:19maybe a year ago but i
- 21:20hadn't really appreciated before is this acceleration didn't
- 21:23start five years ago
- 21:26or in 2001 this started in the late 1800s this really started
- 21:30with the industrial
- 21:30revolution and the acceleration has been has been continuous um
- 21:36and the uh
- 21:38SPEAKER_01: And the doomers have always been there,
- 21:40SPEAKER_01: like the Malthusians were kind of the OG doomers on this.
- 21:43Because they look at this and they're like,
- 21:44this can't possibly be sustainable.
- 21:46SPEAKER_01: But it all just gets so much bigger.
- 21:49And that is what is possible with technology,
- 21:53basically,
- 21:53and engineering applications of it.
- 21:55SPEAKER_01: And that has all just gotten so much further.
- 21:57I mean,
- 21:57it just breaks intuition constantly because it's tough to think
- 22:02that way.
- 22:02SPEAKER_01: But yeah,
- 22:03SPEAKER_01: I mean,
- 22:03SPEAKER_01: I think in the early 2000s or like in the 2010s,
- 22:07SPEAKER_01: people were saying like,
- 22:08SPEAKER_01: oh,
- 22:08SPEAKER_01: there's a generation that went from horse and buggy to man on the moon.
- 22:12SPEAKER_01: Are we ever going to match that?
- 22:14SPEAKER_01: Because can you imagine going from like pre-car to jet planes routinely?
- 22:21And I think now the feeling of like,
- 22:23yes,
- 22:23that has not stopped is coming back.
- 22:25SPEAKER_00: Yeah,
- 22:26SPEAKER_00: I remember distinctly somewhere around 2012,
- 22:29there was a paper from a physicist who I think worked at China
- 22:34Basin Lake,
- 22:36SPEAKER_00: and he wrote this paper looking at patents over time,
- 22:39SPEAKER_00: and he was arguing that all the big ideas had been found,
- 22:43SPEAKER_00: and then,
- 22:44SPEAKER_00: you know,
- 22:45SPEAKER_00: since then it does feel like...
- 22:47we and this was like in an era when when like the iphone had
- 22:51come out but then a
- 22:54lot of tech was kind of boring because it was like facebook and
- 22:57things like that
- 22:58and and so it sort of by the way these are only like it's crazy
- 23:02that we thought
- 23:02that these were boring at the time because the i like the two
- 23:05things you said the
- 23:06iphone and facebook have dramatically reshaped the world well i
- 23:09meant the iphone
- 23:10SPEAKER_00: was a bit
- 23:10one that was a big one but then things had kind of gotten a
- 23:12little a little uh i
- 23:14think the iphone even is more dramatic in retrospect yeah like
- 23:17we talk about like
- 23:19opioids and the effect of um the just how strong an effect on a
- 23:26human brain a
- 23:26connection to a phone is is like it's not it's not that it's
- 23:30under people get this
- 23:31but we still don't really get how dramatic that is oh no i mean
- 23:35i think it's like
- 23:36SPEAKER_01: people get so anxious being away from it for a couple minutes
- 23:38SPEAKER_00: Yeah.
- 23:39And then you,
- 23:40we were just with a group of four people today and everyone's
- 23:43had this experience.
- 23:44SPEAKER_00: It's like, you have small talk for a second, everybody gets bored.
- 23:47SPEAKER_00: Checking your phones.
- 23:48SPEAKER_00: Checking your phones together.
- 23:50SPEAKER_00: That is a crazy technology.
- 23:52SPEAKER_01: Yeah.
- 23:52SPEAKER_01: Yeah.
- 23:53SPEAKER_01: And then Facebook,
- 23:54SPEAKER_01: I mean,
- 23:55SPEAKER_01: not Facebook specifically,
- 23:56SPEAKER_01: but social media,
- 23:58SPEAKER_01: it was less of a technical innovation as a social one,
- 24:00SPEAKER_01: but it has profoundly reshaped the world.
- 24:02right right no but i mean okay no point taken and agree i think
- 24:06it was that sense
- 24:07of like like you were talking about of uh the light bulb or uh
- 24:11um yeah we wanted we
- 24:13wanted flying cars and we got uh 140 characters yeah but the
- 24:18140 characters
- 24:18reshaped earth yeah and i think this is really underrated in in
- 24:22this communications
- 24:23worldwide yeah yeah yeah no that's true i think sometimes like
- 24:27hardware things are
- 24:28SPEAKER_00: easier to for people to immediately identify that
- 24:32SPEAKER_00: Yesterday, we didn't have a semiconductor.
- 24:34SPEAKER_00: Now we do, and it unlocks all these things.
- 24:38SPEAKER_00: Obviously not instantly,
- 24:39SPEAKER_00: but you feel like in this particular moment,
- 24:42SPEAKER_00: because I think there are people who would argue,
- 24:45SPEAKER_00: yes,
- 24:46SPEAKER_00: something like BCIs are exciting,
- 24:48SPEAKER_00: gene therapies are exciting,
- 24:52SPEAKER_00: all kinds of stuff that I cover,
- 24:54SPEAKER_00: energy.
- 24:55SPEAKER_00: All of these things are exciting.
- 24:56SPEAKER_00: Right, but still feel like not guaranteed at all.
- 25:02SPEAKER_01: I agree with that.
- 25:03SPEAKER_01: I think BCI in particular,
- 25:04SPEAKER_01: there's been a lot of capital and a lot of interest,
- 25:08but there's still no BCI company making a couple hundred
- 25:11million dollars a year
- 25:12SPEAKER_01: more in revenue.
- 25:13SPEAKER_01: Until that is true, there will always be a risk of winter.
- 25:18SPEAKER_01: I think that that risk,
- 25:20SPEAKER_01: AI is through the looking glass on this,
- 25:23SPEAKER_01: but BCI is still on that side,
- 25:26which is I think one of the reasons that our focus is so
- 25:28strongly on get the visual
- 25:29SPEAKER_01: prosthesis to market,
- 25:31SPEAKER_01: get profitable,
- 25:33SPEAKER_01: and then have capital markets start to see,
- 25:38SPEAKER_01: oh,
- 25:39SPEAKER_01: there's actually economic return here.
- 25:40Because the flip side of getting to deploy these types of
- 25:42resources is you have to
- 25:43SPEAKER_01: close the economic cycle that cannot be forgotten.
- 25:46SPEAKER_00: But if I go down the list of DCI,
- 25:51SPEAKER_00: vertical takeoff,
- 25:53SPEAKER_00: you know,
- 25:54SPEAKER_00: taxis,
- 25:57SPEAKER_00: partial cell reprogramming,
- 25:59my sense is you're like net positive on this kind of bucket of
- 26:04things that we're on
- 26:05SPEAKER_00: the cusp of.
- 26:05SPEAKER_01: Yeah, I mean, I think for a lot of these, it's really the...
- 26:11SPEAKER_01: they're really held back by regulatory decisions.
- 26:14SPEAKER_01: And I don't mean that dismissively.
- 26:15SPEAKER_01: I mean,
- 26:16SPEAKER_01: like we can make decisions that give us a clean,
- 26:19SPEAKER_01: healthy society with all kinds of nuance and trade-offs there.
- 26:22SPEAKER_01: But absolutely,
- 26:24SPEAKER_01: if you had no environmental or airspace regulations,
- 26:27SPEAKER_01: we would have flying cars all over the place.
- 26:30SPEAKER_01: You'd have eVTOL everywhere.
- 26:32SPEAKER_01: Yeah.
- 26:33SPEAKER_01: But these are societal-level conversations.
- 26:37I think that you'll start seeing these things deployed
- 26:39differentially in different
- 26:40SPEAKER_01: regions that make different trade-offs about these things.
- 26:42SPEAKER_01: But I think it's more than just the technology.
- 26:47SPEAKER_01: I think that the technology is great.
- 26:48SPEAKER_01: And even on the drug discovery side,
- 26:50SPEAKER_01: like gene or cell therapies,
- 26:51SPEAKER_01: I think that you've got a knob.
- 26:54SPEAKER_01: Society is a knob,
- 26:54which is how quickly and how much do you do in human subjects
- 27:00research versus...
- 27:02SPEAKER_01: how fast do you get new drugs?
- 27:04SPEAKER_01: And we have largely turned that down to minus five, um, societally.
- 27:08SPEAKER_01: And this isn't like the, this isn't like the fault of the FDA.
- 27:11SPEAKER_01: This is, um, this is the culture of, of, um,
- 27:18it's this is there's no like magic bullet here there's it's
- 27:21tough because nobody
- 27:22you don't you as a patient you want things that are safe you
- 27:27don't want anything to
- 27:27be made worse especially if it's a family member like you see
- 27:30how you get there i
- 27:30can tell you on the other side of this at the point where
- 27:34you're doing a brain
- 27:35surgery for the first time or you're dosing a human with a new
- 27:37thing for the first
- 27:38time that is a very stressful experience like that is not
- 27:41something that is done
- 27:42SPEAKER_01: lightly and so there's just a lot of
- 27:45SPEAKER_01: concern around that, which is justified.
- 27:48SPEAKER_01: But at the same time,
- 27:49SPEAKER_01: if you look at what is possible in the animal models,
- 27:52SPEAKER_01: we have amazing technologies.
- 27:55It's that translation because of our concern for other humans
- 27:59creates a lot of friction.
- 28:00SPEAKER_01: And I don't have a magic bullet for that, but I think that's the tension.
- 28:04SPEAKER_00: And you outlined some of your
- 28:07SPEAKER_00: I want to get to your idealistic,
- 28:10SPEAKER_00: your optimum future,
- 28:12whether it's even like in your lifetime or possibly a couple
- 28:16more generations.
- 28:19SPEAKER_00: You said some of it when you were talking about
- 28:22matrix of living in this virtual world that's bountiful and and
- 28:26if we were watching
- 28:28you got me to start watching uh pantheon in which you know in
- 28:31in that show people
- 28:32are able to upload their minds and into a computer and and
- 28:36except for a glitch
- 28:37otherwise we'd be able to live forever maybe with their
- 28:40personality i don't know i
- 28:41was just kind of curious yeah i mean where you want to start
- 28:44it's tough to talk
- 28:45SPEAKER_01: about this stuff without like sounding like a lunatic
- 28:49SPEAKER_01: I'll be honest,
- 28:49I don't at this point have like a concrete vision for how I
- 28:52think 2040 or 2045 is
- 28:53SPEAKER_01: going to look.
- 28:55SPEAKER_01: There's like,
- 28:55SPEAKER_01: I always,
- 28:57SPEAKER_01: like growing up for a lot of my life,
- 28:58I always felt like I could kind of see the future and this guy
- 29:01did what I did.
- 29:03SPEAKER_01: And now I just have this event horizon at like 2035.
- 29:06SPEAKER_01: maybe even 2030.
- 29:08SPEAKER_01: And it's just impossible to see past that.
- 29:12And I think part of it is when you look at a lot of the
- 29:14depictions of the future in
- 29:18SPEAKER_01: science fiction,
- 29:19SPEAKER_01: like another one of my favorite stories is The Expanse,
- 29:22SPEAKER_01: which is fundamentally a political drama.
- 29:26SPEAKER_01: And the thing that is missing from so many of these stories is AI.
- 29:30And that is often intentionally left out because at the point
- 29:34where you've got AGI,
- 29:34there's no longer a story about humans and the humans want to
- 29:37see stories about
- 29:38SPEAKER_01: each other.
- 29:39SPEAKER_01: But that can't be left out.
- 29:42SPEAKER_01: It won't be left out of the future.
- 29:43I think the only story that I think really gets this that I
- 29:47feel is compelling is
- 29:49SPEAKER_01: Ian Banks' The Culture.
- 29:52SPEAKER_01: And that is a very optimistic vision,
- 29:55SPEAKER_01: but a very like also grounded one where it's not like this utopia,
- 29:58SPEAKER_01: but it's not all good.
- 29:59Like they could spend a lot of their time dealing with really
- 30:02complex moral and
- 30:02SPEAKER_01: ethical trade-offs that you get in that type of society.
- 30:06But I think that there's that huge transition from a pre-AGI to
- 30:13post-AGI society
- 30:15SPEAKER_01: how does that impact on scarcity?
- 30:17SPEAKER_01: Obviously,
- 30:17SPEAKER_01: I mean,
- 30:18SPEAKER_01: one of the lessons of Bitcoin for me is like,
- 30:20SPEAKER_01: there's no scarcity information.
- 30:22SPEAKER_01: The internet can make as many copies as you want.
- 30:24SPEAKER_01: And so we created a new source of scarcity.
- 30:27SPEAKER_01: And that is a transition that I...
- 30:32I think is just so out of distribution that is still pretty
- 30:35hard for me to reason about.
- 30:37SPEAKER_01: But I remain optimistic.
- 30:39SPEAKER_01: I think that there's going to be a lot of uncertainty,
- 30:42SPEAKER_01: but success is absolutely one of the possible outcomes here.
- 30:46It is very possible that that future is amazing and we have to
- 30:50figure out how to
- 30:50SPEAKER_01: get there,
- 30:51SPEAKER_01: but that's going to be...
- 30:52Um,
- 30:53way beyond,
- 30:54I mean,
- 30:54I'm just often feel buffeted along by much larger forces.
- 30:57SPEAKER_00: I feel like you're holding back.
- 30:59SPEAKER_00: I know you, I've heard you riff on the future.
- 31:04SPEAKER_00: The, when you started science in 22?
- 31:06SPEAKER_00: Uh, mid 21.
- 31:06SPEAKER_00: Mid 21.
- 31:06SPEAKER_00: Um, yeah.
- 31:11SPEAKER_00: We hadn't, LLMs had not, like, why around?
- 31:14SPEAKER_00: They were around, but not, you know, sort of after that chat, GPT moment.
- 31:18SPEAKER_00: It was before that.
- 31:19SPEAKER_00: Like, why start a brain company as opposed to an AI company?
- 31:25SPEAKER_01: I mean,
- 31:26SPEAKER_01: I,
- 31:28SPEAKER_01: every now and then,
- 31:28SPEAKER_01: I mean,
- 31:28SPEAKER_01: I think that my life would be in some ways easier if I was doing AI.
- 31:32SPEAKER_01: AI has a lot of nice structural advantages.
- 31:34SPEAKER_01: You can do it with a laptop.
- 31:35SPEAKER_01: You can inspect the weights.
- 31:36SPEAKER_01: It's like, you can, it's really more engineerable than biology.
- 31:40SPEAKER_01: It grows a lot faster.
- 31:41SPEAKER_01: You don't have these time constants in biology.
- 31:48SPEAKER_01: You have to actively prevent engineers from re-implementing cryptographic
- 31:52SPEAKER_01: primitives in ways that are totally dangerous,
- 31:54SPEAKER_01: because it's just like you've got an F-16 sitting there,
- 31:56SPEAKER_01: and you can see it,
- 31:57SPEAKER_01: but you can't touch the F-16.
- 31:58SPEAKER_01: It's very tough.
- 31:59SPEAKER_01: It's this glittering...
- 32:01uh the um thing and so a working on ai is obviously very
- 32:09alluring but also i felt
- 32:11like it wasn't the thing like these are not these fields are
- 32:15not just really driven
- 32:16by people that come into them later on later on i think the
- 32:19people that have been
- 32:20SPEAKER_01: doing this like ilia like andre like um
- 32:25uh like the people that are like like demes like they've spent
- 32:28their life working
- 32:28on in the same way that i've spent my life really interested in
- 32:30bci and i think
- 32:32that there's a lot of judgment and intuition that gets built
- 32:35doing that that i
- 32:36didn't have they were clearly better positioned this is i felt
- 32:40like my contribution
- 32:41to the world it was a thing that i think i know much better
- 32:43than almost anybody
- 32:44SPEAKER_01: else um and that also then like capital followed that like you could
- 32:49SPEAKER_01: I could kind of start my career over switching to AI.
- 32:52But one of the things I found in 21 was a bunch of my friends
- 32:56had seen what I'd
- 32:57done previously and were willing to put up a pretty large
- 33:00amount of capital,
- 33:01SPEAKER_01: like basically $150 million from day one.
- 33:03SPEAKER_01: Those are good friends.
- 33:04SPEAKER_01: To say, like, we believe in your understanding of how to build this.
- 33:09SPEAKER_01: And that wouldn't have been possible if I changed careers.
- 33:11SPEAKER_01: And I also didn't want to.
- 33:12SPEAKER_01: I think that this still hasn't been done
- 33:14SPEAKER_01: It is important to me that it happens.
- 33:16SPEAKER_00: Did you know it was going to be called Science Corp?
- 33:19SPEAKER_00: And how did you possibly get the name Science Corp?
- 33:22SPEAKER_01: Well, I mean, there's no trademark.
- 33:23SPEAKER_01: Like nobody gets to exclusively do science.
- 33:26SPEAKER_01: Like everybody should get to do science.
- 33:29SPEAKER_01: The .com is not available.
- 33:32SPEAKER_01: It's owned by AAAS, the American Academy for Advancement of Science.
- 33:35SPEAKER_01: They just redirected to the .org.
- 33:38SPEAKER_01: Someday we'll get it.
- 33:40SPEAKER_01: The XYZ was kind of the...
- 33:43SPEAKER_01: Like it kind of gets grouped with crypto.
- 33:47And people think that's like a crypto company or people call it
- 33:49science XYZ.
- 33:50SPEAKER_01: It's definitely not science XYZ.
- 33:53SPEAKER_01: But I thought that that domain was going to go mainstream.
- 33:56SPEAKER_01: I think it kind of has.
- 33:59SPEAKER_01: It was good enough.
- 34:00SPEAKER_01: It was available.
- 34:01SPEAKER_01: I'm not very good at naming things,
- 34:03and I just felt like the future needed a big multinational
- 34:08biomedical technology
- 34:09SPEAKER_01: company called Science.
- 34:11There's like some VC in LA or something that was a science something,
- 34:15right?
- 34:15SPEAKER_00: There's an incubator, Science Inc.
- 34:16SPEAKER_01: We're a science corporation.
- 34:17SPEAKER_01: Delaware had no problem with this.
- 34:20SPEAKER_00: They invested in like totally non-science.
- 34:23SPEAKER_00: They invested in like, what's that?
- 34:25SPEAKER_00: I think Dollar Shave Club.
- 34:26SPEAKER_00: Yeah, Dollar Shave Club and that...
- 34:29What's the water that everybody drinks with the weird can that
- 34:33looks like beer?
- 34:33SPEAKER_00: Liquid death.
- 34:36SPEAKER_00: Liquid death, yeah.
- 34:37SPEAKER_00: I was like, this is not...
- 34:39SPEAKER_01: Yeah.
- 34:39SPEAKER_01: I mean, look, there's plenty of science to go around.
- 34:41SPEAKER_01: Everybody should get to do some science.
- 34:44And I think it's basically like the branding for this is just
- 34:46pure mimetic warfare.
- 34:48SPEAKER_01: It's like if we build things that matter to people that they like,
- 34:50then there will be the representation of their brain will split
- 34:54off a little bit
- 34:54SPEAKER_01: and it will become less confusing.
- 34:56SPEAKER_01: And if we don't, then then that won't.
- 34:58SPEAKER_01: And that's that we deserve it.
- 35:01SPEAKER_00: So when you start out,
- 35:02SPEAKER_00: there's all kinds of things you could have done in BCI land,
- 35:07SPEAKER_00: and you had this very focused first approach.
- 35:10SPEAKER_00: So yeah,
- 35:11SPEAKER_00: tell me the thinking,
- 35:11SPEAKER_00: right,
- 35:12SPEAKER_00: when you're starting the company of what you think makes the most sense.
- 35:15Yeah,
- 35:16so we had,
- 35:16there were kind of two ideas at the beginning of the company.
- 35:18SPEAKER_01: Well, there were a couple ideas.
- 35:20SPEAKER_01: The first,
- 35:24SPEAKER_01: So spring of 21, I didn't really have a plan.
- 35:28I got out of the last thing I was doing,
- 35:32started reading a bunch of papers.
- 35:33SPEAKER_01: Actually,
- 35:33SPEAKER_01: it would have been the first time,
- 35:35SPEAKER_01: that spring was like the first time in my life,
- 35:37SPEAKER_01: really,
- 35:37SPEAKER_01: that I hadn't been working.
- 35:38And so I just had a couple months of not doing anything,
- 35:40which was pretty weird and interesting.
- 35:42SPEAKER_01: By the end of that, I definitely needed to get back to work.
- 35:45SPEAKER_01: But I...
- 35:47I really took it as an opportunity to reset and second-guess
- 35:50what I was doing,
- 35:51SPEAKER_01: and that was a big opportunity for a change.
- 35:54SPEAKER_01: And I looked at AI,
- 35:55SPEAKER_01: I thought about other things,
- 35:56SPEAKER_01: I kind of made a very intentional decision not to do those.
- 36:02And part of that was I became really convinced that it would be
- 36:05possible to restore
- 36:05SPEAKER_01: vision through the retina.
- 36:08SPEAKER_01: in cases where the optic nerve was intact,
- 36:11SPEAKER_01: the patient grew up with vision,
- 36:12SPEAKER_01: they'd lost it in adulthood,
- 36:14SPEAKER_01: and they just lost the rods and cones in their eye.
- 36:16That seemed to me to be with the technology that was becoming
- 36:19available and that
- 36:24SPEAKER_01: that would be doable.
- 36:25SPEAKER_01: We didn't know exactly the right approach.
- 36:27We didn't know whether this was like an optogenetic cell
- 36:30therapy or an electrical
- 36:31SPEAKER_01: stimulator or something else.
- 36:34And we didn't know whether you should target the bipolar cells
- 36:36or the RGCs.
- 36:38SPEAKER_01: But
- 36:38SPEAKER_01: It seemed clear that that would be possible.
- 36:40SPEAKER_01: And I think that that has basically been borne out.
- 36:43SPEAKER_01: And then there was another idea that I had back in college.
- 36:45SPEAKER_01: This is the bio-hybrid idea,
- 36:47SPEAKER_01: where the problem of,
- 36:49SPEAKER_01: like,
- 36:49SPEAKER_01: if you place wires into the brain,
- 36:51SPEAKER_01: there's no space there.
- 36:51SPEAKER_01: You're going to displace them.
- 36:52SPEAKER_01: You're going to damage some tissue.
- 36:56SPEAKER_01: How do you get things into the brain?
- 36:57SPEAKER_01: Like, what can you add?
- 36:58SPEAKER_01: Like, what happens if you culture some neurons on the brain?
- 37:01The answer is they grow in and wire up and form new synapses,
- 37:03and you get tons of them.
- 37:06SPEAKER_01: That was also really interesting,
- 37:07SPEAKER_01: but it was clear that that had to be paired with a near-term business.
- 37:10That was too much of a research project for too long to kind of
- 37:13stand alone.
- 37:14So I want to break this down for people who haven't heard of
- 37:18bio-hybrid technology
- 37:20SPEAKER_00: at all or seen what you guys are doing.
- 37:24SPEAKER_00: Okay, we'll take a step back for a second.
- 37:26SPEAKER_00: You kind of create neurons that...
- 37:30SPEAKER_00: that are outside of the skull.
- 37:32SPEAKER_00: I mean,
- 37:32SPEAKER_00: you create these man-made,
- 37:34SPEAKER_00: human-made...
- 37:34SPEAKER_01: Well,
- 37:35SPEAKER_01: I mean,
- 37:35SPEAKER_01: you start with a skin punch from a patient.
- 37:38SPEAKER_01: So you start with a skin punch,
- 37:39SPEAKER_01: you turn those back into stem cells,
- 37:42SPEAKER_01: and then we do a lot of editing on those stem cells.
- 37:45SPEAKER_01: We try to hide them from the immune system.
- 37:48SPEAKER_01: We add in a bunch of safety mechanisms.
- 37:49Now that you've hidden these cells from the immune system,
- 37:51you have to worry about that.
- 37:53SPEAKER_01: We add a bunch of other stuff to them, make them light sensitive.
- 37:58SPEAKER_01: We make them specific types of neurons.
- 38:00SPEAKER_01: And then you've got this culture of cells.
- 38:02SPEAKER_01: And what we do is we embed those in an electronic device in a dish,
- 38:06SPEAKER_01: and then you engraft that into the brain.
- 38:08So there's no part of the device other than the biological
- 38:11axons and dendrites that
- 38:12SPEAKER_01: grow into the brain.
- 38:13SPEAKER_01: The device just sits on the surface.
- 38:15SPEAKER_01: But these grow in and form millions of synapses.
- 38:18SPEAKER_00: Right.
- 38:18SPEAKER_00: So you create this.
- 38:19SPEAKER_00: Okay.
- 38:20SPEAKER_00: When you talk about taking a skin cell,
- 38:22you're talking about using Yamanaka transcription factors to
- 38:27take it back.
- 38:27You take a skin cell,
- 38:28take it back to a stem cell,
- 38:29then you turn it into this modified neuron.
- 38:33SPEAKER_00: And then you're putting these in a gel, in a device.
- 38:38SPEAKER_00: make a little hole in the skull,
- 38:40SPEAKER_00: and then the neurons in that device are able to connect,
- 38:44SPEAKER_00: send dendrites and axons into your brain.
- 38:46And so you're getting like extra horsepower from this device
- 38:49that's connected.
- 38:50SPEAKER_01: Well,
- 38:50SPEAKER_01: yeah,
- 38:50SPEAKER_01: I mean,
- 38:50SPEAKER_01: if you don't just get extra horsepower for just adding the neurons,
- 38:53like the intuition here is not like we're adding neurons that
- 38:55are then making your
- 38:56SPEAKER_01: brain bigger.
- 38:58SPEAKER_01: but you're being able to access these representations.
- 39:01SPEAKER_01: So the brain is an information processing organ.
- 39:04SPEAKER_01: It has,
- 39:05SPEAKER_01: like if you record from lots of different,
- 39:07SPEAKER_01: have you heard of the Jennifer Aniston neuron?
- 39:10SPEAKER_01: So there's a well-known result that there's some,
- 39:12SPEAKER_01: in some part of the brain,
- 39:13SPEAKER_01: if you record from these cells,
- 39:15SPEAKER_01: if you show them pictures of different people,
- 39:17SPEAKER_01: they,
- 39:18SPEAKER_01: in some cases will respond very selectively.
- 39:19SPEAKER_01: And so there was a nature paper a while ago that showed that if you,
- 39:24SPEAKER_01: If you showed pictures of different people,
- 39:26SPEAKER_01: there was a cell that would fire just for pictures of Jennifer Aniston.
- 39:30SPEAKER_01: Or if they showed you types of different houses,
- 39:33SPEAKER_01: they would fire for just specific types of architecture.
- 39:36And so the intuition here is that if you look at all of the
- 39:38millions of neurons in that area,
- 39:40they encode a representation of architecture or of faces or of
- 39:45people or of places.
- 39:47SPEAKER_01: This is embedded on a mathematical object called a manifold.
- 39:52What you want to do is you want to access that statistical
- 39:56representation somehow.
- 39:58SPEAKER_01: When these neurons grow into the brain and they wire up,
- 40:01SPEAKER_01: when the cells in the brain fire,
- 40:02you're getting all this partial information which represents
- 40:06information about the
- 40:06SPEAKER_01: statistics of those representations.
- 40:09And so you can access this information in and out of the brain
- 40:11through this.
- 40:13SPEAKER_01: This is a very,
- 40:14very deep well of neuroscience that we are like at the very
- 40:16beginning of just
- 40:17SPEAKER_01: making these devices at all is pretty tricky.
- 40:20I would say this is like up there with like modern
- 40:24semiconductors for complexity.
- 40:26SPEAKER_01: Because of all the steps of different things you have to do and...
- 40:29SPEAKER_01: yeah, I mean, making these cells at all is really annoying.
- 40:31Getting them to survive and be healthy in the microenvironment
- 40:34of these devices is
- 40:35SPEAKER_01: pretty tricky.
- 40:36Getting them to get through the hypoxic and glycemic injury of
- 40:39surgery is really tricky.
- 40:40SPEAKER_01: Dealing with all of the electronics on these devices is all custom.
- 40:45SPEAKER_01: And a lot of this is like for the cells,
- 40:49SPEAKER_01: it's not,
- 40:49there's no like file on a computer that somebody can download
- 40:51and like make more of
- 40:52SPEAKER_01: these cells.
- 40:53SPEAKER_01: It's like these cells are in
- 40:55unbroken lineage of cell divisions through these edits for
- 40:58several years from back
- 40:59SPEAKER_01: to the original donor skin cells to make them.
- 41:03SPEAKER_01: And in a lot of cases,
- 41:04the way that you do these edits is you construct basically like
- 41:07a test that you can
- 41:08evaluate what's the cell doing and you pick the ones that do
- 41:11the right thing.
- 41:12And you don't have total detail on exactly what's going on
- 41:15inside the cell.
- 41:16SPEAKER_01: You just can qualify that they're safe,
- 41:17SPEAKER_01: that they have these properties,
- 41:19SPEAKER_01: they behave this way,
- 41:20SPEAKER_01: and they can do the function.
- 41:20SPEAKER_01: It's a lot of science.
- 41:24SPEAKER_01: Yeah, and ironically, we really try to do mostly engineering.
- 41:27Yeah,
- 41:28well,
- 41:28I was going to say,
- 41:28I mean,
- 41:29there's a lot of engineering,
- 41:30manufacturing.
- 41:30SPEAKER_01: We very selectively take on our science.
- 41:33SPEAKER_00: Okay,
- 41:35SPEAKER_00: we've had this conversation about this a couple times,
- 41:38SPEAKER_00: and I always bring up that you get extra horsepower,
- 41:40SPEAKER_00: I think maybe because I'm just...
- 41:42Simple,
- 41:43and that's what resonates with me,
- 41:45but you always push back on it.
- 41:46SPEAKER_00: And then just in your description,
- 41:48I'm not sure if the lay audience would get exactly then what
- 41:53these extra neurons
- 41:54SPEAKER_00: are supposed to be doing.
- 41:55SPEAKER_01: Have you seen James Cameron's Avatar movies?
- 41:58SPEAKER_00: No.
- 41:58SPEAKER_01: No, okay.
- 41:59SPEAKER_01: Well, I think that is actually a really useful analogy here.
- 42:02So in there,
- 42:03the aliens have these blue ponytails with these fibers at the end.
- 42:08SPEAKER_01: And this ponytail is...
- 42:10So all of the information that flows in or out of the brain
- 42:13goes through a pretty
- 42:14SPEAKER_01: small number of wires.
- 42:15SPEAKER_01: There's 12 cranial nerves.
- 42:16SPEAKER_01: The optic nerve is cranial nerve two.
- 42:19The vestibular cochlear nerve that carries hearing imbalance is
- 42:21cranial nerve eight.
- 42:22And then there's about 30 spinal nerves that go down and come
- 42:25out of the vertebrae that carry...
- 42:28motor commands up to the muscles and sensory information up to
- 42:31the brain.
- 42:32SPEAKER_01: And so the brain,
- 42:35all of the information that flows in or out of the brain goes
- 42:38through one of the 12
- 42:39SPEAKER_01: cranial nerves and one of the 31 spinal nerves.
- 42:42So the ponytails in Avatar are basically a big externalized
- 42:46cranial nerve with like
- 42:47SPEAKER_01: a connector at the end that you can plug into,
- 42:49SPEAKER_01: in the movie,
- 42:50SPEAKER_01: other brains.
- 42:51SPEAKER_01: And I think that is actually, like imagine if that was a tech product.
- 42:55I think is the simplest way to conceptualize a biohybrid neural interface.
- 42:58Even this part about like sort of connecting to another person
- 43:02or you're just connecting to you?
- 43:03SPEAKER_01: I mean, and there's like existence proofs of this.
- 43:06So there's a pair of twins that are conjoined in the brain,
- 43:11Tatiana and Krista Hogan in Canada.
- 43:13SPEAKER_01: I don't,
- 43:15SPEAKER_01: I've never met them,
- 43:15SPEAKER_01: but I've read the case studies and they,
- 43:19SPEAKER_01: so it's one skull with four hemispheres linked at the thalamus
- 43:24SPEAKER_01: And we know that this must be possible.
- 43:26And we know that they share significant elements of their
- 43:28conscious experience.
- 43:30But this takes you to all kinds of really interesting places
- 43:34that I think get at
- 43:35SPEAKER_01: fundamental questions.
- 43:36And one of them was because these neurons are a little more
- 43:41accessible because
- 43:42SPEAKER_00: they're external from the brain and you're manufacturing them,
- 43:45SPEAKER_00: that...
- 43:47SPEAKER_00: I'm sure,
- 43:48SPEAKER_00: please correct me as I butcher this,
- 43:49SPEAKER_00: but you know,
- 43:51SPEAKER_00: for certain sorts of ideas where we know the shape of those ideas,
- 43:55SPEAKER_00: the neuronal patterns that you could put,
- 43:58SPEAKER_00: you could put ideas into these,
- 44:01SPEAKER_00: like sort of like inception,
- 44:03SPEAKER_00: sort of like downloading kung fu.
- 44:05SPEAKER_01: We're like super early in this research.
- 44:07SPEAKER_01: Yeah.
- 44:07SPEAKER_01: So making the devices,
- 44:09what we know right now is that you can culture the cells on
- 44:12these devices,
- 44:13SPEAKER_01: they survive,
- 44:14SPEAKER_01: they integrate,
- 44:14SPEAKER_01: you get functional synapses into the brain.
- 44:17SPEAKER_01: To be clear, that's where we are.
- 44:19Exactly how you use this and what it feels like and the capabilities,
- 44:23that is at early stages.
- 44:27SPEAKER_01: But if you think about this from a representational perspective,
- 44:30SPEAKER_01: the brain has these representations that correspond to...
- 44:34SPEAKER_01: Visual processing and language and monologue.
- 44:39SPEAKER_01: I mean,
- 44:39it's weird and interesting that you see the representations
- 44:43that you see in these
- 44:44SPEAKER_01: big transformers.
- 44:46These big AI models look a lot like the surfaces that you see
- 44:49in the brain.
- 44:50SPEAKER_01: And so in what sense?
- 44:53Like the way that they compress information often looks like
- 44:56they find similar
- 44:57SPEAKER_01: statistical structure in many cases.
- 44:59And so there's a question of if you're thinking about using
- 45:01this as like a
- 45:02SPEAKER_01: brain-to-brain technology,
- 45:03SPEAKER_01: you could go between human brains.
- 45:05SPEAKER_01: You could also potentially go between a human brain and an AI model.
- 45:11SPEAKER_01: And it's a very profound sense where this begins to feel like one brain.
- 45:15SPEAKER_00: And you,
- 45:15SPEAKER_00: I know you said it's early days,
- 45:16SPEAKER_00: but I mean,
- 45:18SPEAKER_00: this is stuff you think about all the time.
- 45:20SPEAKER_01: Yeah,
- 45:21SPEAKER_01: I mean,
- 45:21I think there's a misconception that we get a lot of people
- 45:24applying to work here
- 45:25SPEAKER_01: and at the place I was before who are really motivated.
- 45:29I don't spend a lot of my time sitting around thinking about
- 45:31the future of humanity.
- 45:32We spend a lot of our time debugging Linux drivers and
- 45:36wondering why the cells are contaminated.
- 45:38But yeah,
- 45:40I mean,
- 45:40it's definitely undeniably interesting neuroscience to do.
- 45:44Well,
- 45:44I ask because you said you started the company with these two
- 45:49places you wanted to go.
- 45:50SPEAKER_00: Yeah,
- 45:52SPEAKER_01: there's actually a smaller third program,
- 45:54SPEAKER_01: which has been there from the beginning,
- 45:55SPEAKER_01: but is also much smaller and is a little bit different.
- 45:57SPEAKER_01: But yeah, go ahead.
- 45:59SPEAKER_00: Well,
- 45:59SPEAKER_00: but two pretty large,
- 46:02SPEAKER_00: massive efforts,
- 46:03SPEAKER_00: one to restore vision and the other we're just talking about.
- 46:06SPEAKER_00: Yeah.
- 46:08SPEAKER_00: I mean, it's important to you.
- 46:09This is why you kind of started the company,
- 46:10was to get to this place,
- 46:12right?
- 46:12Yeah,
- 46:12and I think that also there's a misconception that these are
- 46:14really very different.
- 46:16SPEAKER_01: They build on,
- 46:16SPEAKER_01: I think,
- 46:17one of the other underrated effects here is a lot of the
- 46:20medical device industry
- 46:21SPEAKER_01: and biotech generally,
- 46:22SPEAKER_01: like...
- 46:2315 years ago,
- 46:24all of the drug companies were moved to being virtual biotech.
- 46:27SPEAKER_01: So it's a very small core office.
- 46:29SPEAKER_01: All the research was done through contrast research organizations.
- 46:32SPEAKER_01: In medical devices, you almost never see multi-product companies.
- 46:36SPEAKER_01: They're almost always these single purpose,
- 46:39SPEAKER_01: single asset companies,
- 46:40SPEAKER_01: an asset licensed out of a university.
- 46:42SPEAKER_01: There's a playbook.
- 46:43SPEAKER_01: You get it through market approval.
- 46:45SPEAKER_01: You go public, you get acquired, and you end up with these big
- 46:49SPEAKER_01: marketing players like Medtronic and Boston Scientific,
- 46:52SPEAKER_01: whose real business is actually sales and distribution and support.
- 46:57SPEAKER_01: And this makes it actually really difficult to innovate.
- 47:02SPEAKER_01: So most of these companies,
- 47:04SPEAKER_01: you'll get a version one to market or maybe a version two,
- 47:07but it usually things get really interesting and exciting at
- 47:10versions four,
- 47:10SPEAKER_01: five,
- 47:10SPEAKER_01: and six.
- 47:11SPEAKER_01: But to do that, you need to be able to iterate.
- 47:13And you just can't iterate through CROs,
- 47:17through contract research organizations.
- 47:19SPEAKER_01: If every time you need to do an animal study,
- 47:21you're calling a contract research organization and putting
- 47:23together a $700,000
- 47:25SPEAKER_01: contract that's going to last for 8 to 12 months,
- 47:28SPEAKER_01: or every time you want to make a new version of your cell line,
- 47:31SPEAKER_01: you're calling a
- 47:33SPEAKER_01: a contract manufacturer and sending them $2 million.
- 47:35You're thinking in like these multi-year cycles where it's just
- 47:39very hard to move
- 47:40SPEAKER_01: or learn or iterate anything,
- 47:41SPEAKER_01: but you also get to incrementally use this very expensive infrastructure.
- 47:47SPEAKER_01: This type of work is really limited by infrastructure,
- 47:49SPEAKER_01: much more so than genius scientific insights.
- 47:52And so I,
- 47:53from my prior boss,
- 47:54fully received the gospel of vertical integration.
- 47:57SPEAKER_01: And that is absolutely essential.
- 47:59Being able to go from a design change to surgery in a couple of
- 48:01weeks or being able
- 48:02to make like we routinely void the warranty on million dollar
- 48:07fab tools because you
- 48:08SPEAKER_01: like to put these atoms in these particular locations.
- 48:13SPEAKER_01: And if you call up a commercial fab and say,
- 48:15SPEAKER_01: hey,
- 48:15SPEAKER_01: can you like put this gas and this material in your sputter?
- 48:18SPEAKER_01: They'll be like, who let you in the building?
- 48:20SPEAKER_01: How did you get here?
- 48:21SPEAKER_01: And so that is absolutely essential.
- 48:24SPEAKER_01: But that infrastructure is very expensive.
- 48:28SPEAKER_01: It can consume.
- 48:28SPEAKER_01: It's like carrying that cost is like hugely capital intensive.
- 48:32SPEAKER_01: And so a couple ideas.
- 48:34SPEAKER_01: One,
- 48:35SPEAKER_01: our foundry,
- 48:36we sell commercial wafer services to others to defray part of
- 48:40the cost of ownership
- 48:41SPEAKER_01: of that.
- 48:42SPEAKER_01: That is a complicated business.
- 48:44SPEAKER_01: That is like,
- 48:45SPEAKER_01: that comes with a bunch of other pros and cons,
- 48:48but we hope allows us to get more scale over time than we'd be
- 48:51able to otherwise.
- 48:54And the incremental cost of these programs is actually quite
- 48:57low relative to each other.
- 48:58SPEAKER_01: If we only had one or the other,
- 48:59SPEAKER_01: you could make either one look more expensive,
- 49:02but it's actually building on the same underlying platforms
- 49:04that we need anyway.
- 49:05SPEAKER_01: If we want to go from where we actually go to things that work
- 49:10really well okay and and so there's this interlinking between
- 49:15these different
- 49:16technologies and the substrates of things that you need but you
- 49:19you did so but you
- 49:20saw um that you needed to make some money and uh the retinal
- 49:27technology was that
- 49:28that was kind of the first clearest path for you on on getting
- 49:32the business going
- 49:33Yeah,
- 49:33but I mean,
- 49:33I think it's a little too dismissive just to say we need to
- 49:35make some money.
- 49:36SPEAKER_01: I think the question is like,
- 49:38what was the most value that we could create with the state of
- 49:41the field and our resources,
- 49:43SPEAKER_01: including our team as a resource and what we knew and our differentiated,
- 49:46SPEAKER_01: I think,
- 49:47SPEAKER_01: perspective on the world.
- 49:48SPEAKER_01: And the revenue is downstream from the value.
- 49:51SPEAKER_01: And I don't at all want to,
- 49:52SPEAKER_01: like,
- 49:52I think one of the things that becomes an issue when we talk
- 49:55about the different,
- 49:57SPEAKER_01: our interests,
- 49:57SPEAKER_01: which are not diversification.
- 49:58SPEAKER_01: We think that each of these are really important.
- 50:01SPEAKER_01: is it sells short the fact that AMD patients are reading.
- 50:06SPEAKER_01: Like this is an end in itself.
- 50:07If that was the only thing that Science,
- 50:09the company did,
- 50:09we would be very proud of that.
- 50:11SPEAKER_01: And so I think that there was an opportunity.
- 50:13SPEAKER_01: We saw that, I mean, I grew up around blindness.
- 50:15My mom's dad had retinitis pigmentosa when I told her that this
- 50:18was like gonna be
- 50:19SPEAKER_01: the first major focus of the company.
- 50:20SPEAKER_01: She was like pretty, pretty excited.
- 50:22Um,
- 50:23and so that we thought what we needed to do was create value
- 50:27for the world.
- 50:28And I think that this restoration of site is like an incredible,
- 50:33um,
- 50:34opportunity on that.
- 50:35SPEAKER_01: Um,
- 50:36SPEAKER_01: the revenue follows,
- 50:37SPEAKER_01: um,
- 50:38SPEAKER_01: but with the value at the heart of that,
- 50:40SPEAKER_01: that would be believed would give us a platform to go on,
- 50:43to continue to innovate and do these other things through the
- 50:46takeoff era that we
- 50:47SPEAKER_01: thought would not,
- 50:48SPEAKER_01: um,
- 50:50SPEAKER_01: we thought would be really important and have an impact on the world.
- 50:53You got more offended for being called a capitalist than I
- 50:56thought you were going to,
- 50:57man.
- 50:57SPEAKER_01: You have to embrace capitalism.
- 50:58SPEAKER_01: That's like a key.
- 51:00SPEAKER_01: That's why we get to do this.
- 51:02SPEAKER_01: Don't, like, for someone, don't break capitalism.
- 51:06SPEAKER_01: But that's, I mean, there's lots of
- 51:08SPEAKER_01: I don't know, I talk to companies in the PCI space all the time.
- 51:12SPEAKER_01: I was just having a meeting with one the other day.
- 51:14SPEAKER_01: And I think we feel strongly that these things are used for good.
- 51:19SPEAKER_01: And I don't know,
- 51:20SPEAKER_01: there's a lot of companies out there that are thinking like,
- 51:22SPEAKER_01: oh,
- 51:22SPEAKER_01: we're going to get all this recording data.
- 51:23SPEAKER_01: How do we monetize it?
- 51:24SPEAKER_01: Do we have subscriptions?
- 51:25SPEAKER_01: I'm like, why are you gathering this at all?
- 51:28SPEAKER_01: You don't need any of this.
- 51:30SPEAKER_01: This should just run it all locally.
- 51:31SPEAKER_01: It should belong to the patient.
- 51:33SPEAKER_01: And so I think that there's nuance there.
- 51:36SPEAKER_00: For the layperson,
- 51:38can you explain how the retinal technology works and where we
- 51:42are with your trials
- 51:43and where we will get to with other people being able to get
- 51:47this technology?
- 51:48SPEAKER_01: Yeah, so we have two retinal technologies.
- 51:51SPEAKER_01: The one that is for this long that is coming to market next year,
- 51:54SPEAKER_01: hopefully,
- 51:56SPEAKER_01: submitting for approval very,
- 51:56SPEAKER_01: very soon.
- 51:57SPEAKER_01: In the US?
- 51:59SPEAKER_01: In Europe.
- 52:00SPEAKER_01: Also, hopefully the US.
- 52:01We're waiting on a response from FDA on a question that we sent
- 52:03them recently.
- 52:07SPEAKER_01: So the product is called Prima.
- 52:09SPEAKER_01: It's a little chip that's inserted in the back of the eye.
- 52:11SPEAKER_01: It's an hour outpatient procedure.
- 52:14SPEAKER_01: Just...
- 52:14SPEAKER_01: You insert it to the front of the eye.
- 52:15SPEAKER_01: You leave it under the retina.
- 52:17SPEAKER_01: And the chip has all these little,
- 52:19SPEAKER_01: if you see a picture of it,
- 52:20SPEAKER_01: it has all these little hex grids.
- 52:22SPEAKER_01: And each one of these hex grids is a little solar cell, basically.
- 52:25SPEAKER_01: So the patient wears glasses that have a laser projector and a camera.
- 52:29SPEAKER_01: The camera is looking out at the world.
- 52:31SPEAKER_01: It converts it.
- 52:32SPEAKER_01: It simplifies it, converts it to an infrared image.
- 52:34SPEAKER_01: And then it uses the laser projector to project this infrared image.
- 52:40image onto the implant and wherever the implant absorbs
- 52:43infrared light,
- 52:44it stimulates.
- 52:45And so this is actually a really elegant idea because that's
- 52:48the whole implant.
- 52:49There's no wires,
- 52:49there's no battery,
- 52:50there's no cable coming out of the eye.
- 52:52You send it energy and information simultaneously in the laser projection.
- 52:56SPEAKER_01: And so there's something really elegant about that.
- 52:58SPEAKER_01: And we didn't invent that here.
- 53:01SPEAKER_01: The original inventor of this technology is a professor at Stanford,
- 53:04SPEAKER_01: Daniel Planker,
- 53:05SPEAKER_01: in the electrical engineering department.
- 53:07SPEAKER_01: And he's great, super smart guy.
- 53:11SPEAKER_01: And we're fortunate to be able to own and commercialize that idea now.
- 53:17SPEAKER_01: And so the current device has 100 micron pixels.
- 53:21SPEAKER_01: So it stimulates that first layer of cells, the bipolar cells.
- 53:26SPEAKER_01: and each pixel simulates a bunch of bipolar cells.
- 53:30So the next step is to shrink those to make it smaller and
- 53:32smaller until you get
- 53:33SPEAKER_01: towards native acuity,
- 53:35SPEAKER_01: like the native resolution of the eye,
- 53:37SPEAKER_01: which we think we can get to in a couple device generations.
- 53:41SPEAKER_01: Right now,
- 53:41SPEAKER_01: it's just black and white because when you stimulate all of these cells,
- 53:44SPEAKER_01: you average their representations together,
- 53:46SPEAKER_01: and one of the things you lose in that is color.
- 53:50SPEAKER_01: There's no such thing as a white photon.
- 53:53SPEAKER_01: If you look on the color spectrum, there's no white.
- 53:55White is when your brain loses spatial temporal resolution to
- 53:59distinguish what
- 54:00SPEAKER_01: colors the photons actually were.
- 54:02SPEAKER_01: And so when you stimulate a bunch of bipolar cells,
- 54:04SPEAKER_01: this averages them together and you lose the color resolution,
- 54:07SPEAKER_01: so it shows up as white or black.
- 54:09But we think that in the next device generation,
- 54:12we might be able to get red and green.
- 54:13SPEAKER_01: Blue is a little bit trickier, but there's a path there.
- 54:17SPEAKER_00: What's the difference between what somebody obviously they can't see?
- 54:21SPEAKER_00: What can they make out like letters on a page?
- 54:25SPEAKER_01: Yeah.
- 54:25SPEAKER_01: I mean, there's videos online from the trial.
- 54:27SPEAKER_01: There's patients can intuitive.
- 54:31SPEAKER_01: Some patients can intuitively read.
- 54:33So I think it's important to draw a distinction because people
- 54:35have been working on
- 54:35SPEAKER_01: retinal prostheses,
- 54:36SPEAKER_01: visual prostheses generally,
- 54:37SPEAKER_01: whether into the retinal or into cortex.
- 54:39SPEAKER_00: Yeah,
- 54:40SPEAKER_00: like when I've seen stuff historically,
- 54:42it's kind of amazing because people can't see and then they can
- 54:45see these blurry shapes.
- 54:46SPEAKER_00: Yeah,
- 54:47I think it's important to really distinguish what they're
- 54:49talking about because
- 54:50SPEAKER_01: when we talk about form vision,
- 54:53SPEAKER_01: this is vision that is apprehensible to the brain as a coherent whole,
- 54:57SPEAKER_01: like a letter at a time or a word at a time.
- 54:59SPEAKER_01: Yeah.
- 55:01SPEAKER_01: that is distinct from these things called phosphenes.
- 55:05SPEAKER_01: And all of the earlier devices they would get,
- 55:07like if you put an electrode array on the optic nerve or in
- 55:11cortex and you
- 55:12SPEAKER_01: stimulate it,
- 55:13SPEAKER_01: you'll get these flashes of light.
- 55:14SPEAKER_01: Those are phosphenes.
- 55:15SPEAKER_01: But you can't look to them.
- 55:18SPEAKER_01: They don't add up to a hole.
- 55:20You'll see these artistic representations of these flashes that
- 55:23form a pattern.
- 55:24SPEAKER_01: But when you actually have a patient,
- 55:26SPEAKER_01: we know this because 10 years ago,
- 55:27there was a company called Second Sight that had a stimulator
- 55:30that activated the
- 55:31SPEAKER_01: optic nerve that got these phosphine fields.
- 55:35SPEAKER_01: And it was,
- 55:36patients could like kind of read in the sense that they could
- 55:38like look at letters
- 55:39SPEAKER_01: and kind of make out letters,
- 55:39SPEAKER_01: but it was,
- 55:41SPEAKER_01: it wasn't intuitive.
- 55:41SPEAKER_01: Like the brain didn't assemble it into a hole.
- 55:43SPEAKER_01: You'd have to see like,
- 55:44SPEAKER_01: oh,
- 55:44SPEAKER_01: there's like a line and it's like,
- 55:45SPEAKER_01: it's an E.
- 55:46SPEAKER_01: Then it's like,
- 55:46SPEAKER_01: I see,
- 55:47SPEAKER_01: oh,
- 55:47SPEAKER_01: it's an A.
- 55:48SPEAKER_01: And you'd go that way.
- 55:49SPEAKER_01: Whereas the results from the Prima,
- 55:51SPEAKER_01: they're reading off words.
- 55:55SPEAKER_00: But like if I had these glasses on and I was sitting here,
- 55:58SPEAKER_00: what would I see versus what I...
- 56:01SPEAKER_00: So this isn't for people who are completely blind.
- 56:04SPEAKER_00: It's kind of degraded condition.
- 56:06SPEAKER_01: So the trial was done in age-related macular degeneration.
- 56:09SPEAKER_01: And so they have some residual peripheral vision.
- 56:12SPEAKER_01: They've lost the...
- 56:14It's only like the central six or seven degrees of the field of
- 56:18your vision are
- 56:19SPEAKER_01: high-resolution color vision.
- 56:20SPEAKER_01: This is a part of the retina called the fovea.
- 56:23SPEAKER_01: and then the macula around the fovea.
- 56:26SPEAKER_01: And so these patients,
- 56:27SPEAKER_01: they can walk around,
- 56:29they can generally kind of navigate the environment because
- 56:31they've got this
- 56:32SPEAKER_01: peripheral vision,
- 56:33SPEAKER_01: but they can't recognize faces,
- 56:35SPEAKER_01: they can't read,
- 56:36SPEAKER_01: they can't,
- 56:37SPEAKER_01: it's really very debilitating to lose your central vision.
- 56:39SPEAKER_01: You don't notice it because your eyes are constantly darting around.
- 56:42SPEAKER_01: These are called saccades, saccadic eye movement.
- 56:46And so even though only the central few degrees of your visual
- 56:49field are high
- 56:50SPEAKER_01: resolution and in color,
- 56:52SPEAKER_01: Um,
- 56:52your eyes are constantly filling in information and your brain
- 56:55more fundamentally
- 56:55SPEAKER_01: has a model of the world,
- 56:57SPEAKER_01: which is being updated by this weak sensory input.
- 56:59This is one of the reasons that like optical illusions can be
- 57:02so strong because
- 57:03SPEAKER_01: it's not really,
- 57:03SPEAKER_01: your eyes are not a camera.
- 57:05SPEAKER_01: They're an information channel to the world model in your brain.
- 57:08SPEAKER_01: and that, um, gets these updates.
- 57:11SPEAKER_01: And so actually in the beginning,
- 57:12SPEAKER_01: like when you lose sight or lose hearing for that matter,
- 57:14SPEAKER_01: um,
- 57:15SPEAKER_01: your brain tries to turn up the gain to say like,
- 57:18SPEAKER_01: I'm trying to looking for something.
- 57:19SPEAKER_01: And so hallucinations are very common in blind patients.
- 57:22And so the first couple hours with the device are just learning
- 57:25to separate the
- 57:26phantom percepts from the real percepts and distinguish what's
- 57:29real coming in from
- 57:30SPEAKER_01: the optic nerve again.
- 57:31SPEAKER_01: And then once that's broken and they get it,
- 57:33SPEAKER_01: then they can,
- 57:33SPEAKER_01: they can figure it out pretty quickly from there.
- 57:36SPEAKER_01: But, um,
- 57:37SPEAKER_01: Yeah, but to your question, what does it look like?
- 57:42Another task that's done,
- 57:44there's videos online of patients filling in crossword puzzles.
- 57:49SPEAKER_01: And this is, so most motor control is not visually guided.
- 57:53It's like you don't need to look at your fingers to type or to
- 57:55catch a baseball.
- 57:57SPEAKER_01: Most motor control is proprioceptively guided.
- 57:59There's nerves in the muscles that give you feedback so that
- 58:02you know where your
- 58:03SPEAKER_01: limbs are when you're not looking at them.
- 58:06SPEAKER_01: And depending on how you try to stimulate vision of the brain,
- 58:09you may or may not get for free this connection to motor
- 58:12control because your brain
- 58:13has to correlate the visual signal with the proprioceptive
- 58:15signal back together.
- 58:17SPEAKER_01: And there's these videos of a patient filling in a crossword puzzle
- 58:22And this is interesting and really not to be underrated because
- 58:25that is a visually
- 58:26SPEAKER_01: guided fine motor task.
- 58:28SPEAKER_01: They have to see the grid squares on the page.
- 58:30SPEAKER_01: They need to see the letters.
- 58:32SPEAKER_01: They need to control the tip of the pen within it.
- 58:34And so that I think is very strong evidence that it shows up as
- 58:38vision for
- 58:38SPEAKER_01: everything that vision is useful for.
- 58:40And what about just looking at someone across from the distance
- 58:45that we would be at?
- 58:47SPEAKER_01: So there's different modes in the software.
- 58:50We actually were planning to do more of a study on facial
- 58:53recognition that wasn't
- 58:53SPEAKER_01: actually carefully studied in this clinical trial,
- 58:56SPEAKER_01: but it's definitely a thing that we're going to be characterizing better.
- 59:00SPEAKER_00: And...
- 59:02where does this technology go in terms of,
- 59:05um,
- 59:05somebody who was born completely blind?
- 59:07SPEAKER_00: I mean, it's not really meant for that.
- 59:10SPEAKER_00: Yeah.
- 59:10SPEAKER_00: That's not meant for that.
- 59:11SPEAKER_01: Okay.
- 59:11SPEAKER_01: Um, that's at least, I'll just say a different problem.
- 59:13SPEAKER_01: Okay.
- 59:14SPEAKER_01: I think there for a long time,
- 59:16SPEAKER_01: there's a conventional wisdom that,
- 59:18SPEAKER_01: um,
- 59:19SPEAKER_01: if you didn't form this vision circuitry in childhood,
- 59:21SPEAKER_01: it wasn't even because you miss these critical periods in development.
- 59:25SPEAKER_01: Um, um,
- 59:26SPEAKER_01: And there are some case studies from like,
- 59:29SPEAKER_01: I don't know,
- 59:30like decades ago where patients would get like if their retina
- 59:36developed fine,
- 59:36SPEAKER_01: but maybe they had a genetic cataract or something that would be removed.
- 59:40The patients would find it totally overwhelming and their
- 59:42brains were not at all
- 59:43SPEAKER_01: prepared for it.
- 59:44SPEAKER_01: And some of these patients committed suicide.
- 59:46SPEAKER_01: But there's also,
- 59:47SPEAKER_01: but I'm not sure that I find this like,
- 59:49SPEAKER_01: I think these anecdotes are not totally convincing.
- 59:52SPEAKER_01: There was a case, I don't know, 10 years ago, maybe.
- 59:54SPEAKER_01: I don't remember exactly when where,
- 59:58SPEAKER_01: There's a group called Project Prakash that went to,
- 1:00:00SPEAKER_01: I think,
- 1:00:00rural India and treated this population of teenagers with
- 1:00:06genetic cataracts and
- 1:00:08SPEAKER_01: repaired them,
- 1:00:09SPEAKER_01: which is a very easy surgical fix.
- 1:00:11SPEAKER_01: And then these teenagers got sight for really the first time.
- 1:00:14SPEAKER_01: And within a couple of weeks, many of them could catch a baseball.
- 1:00:17And so I think that the brain stays plastic really throughout
- 1:00:20life more than is
- 1:00:21SPEAKER_01: commonly appreciated.
- 1:00:23Um,
- 1:00:23the critical periods are definitely important,
- 1:00:25but,
- 1:00:26um,
- 1:00:27anyway,
- 1:00:28that's like,
- 1:00:28that's loss.
- 1:00:31No vision from childhood is just very different in the impacts
- 1:00:33on the brain.
- 1:00:33SPEAKER_00: It was maybe like too specific of a question.
- 1:00:36SPEAKER_00: I was just wondering if,
- 1:00:37SPEAKER_00: if this is step one of curing a wider variety of visual issues or,
- 1:00:43SPEAKER_00: or how far this technology can stretch.
- 1:00:45SPEAKER_01: There's many different types of reasons that people go blind.
- 1:00:48SPEAKER_01: If you have like cataracts, um,
- 1:00:51SPEAKER_01: are easily fixed, not a problem.
- 1:00:53Corneal abrasions also,
- 1:00:54I mean,
- 1:00:54you need some donor tissue there,
- 1:00:56but can be repaired.
- 1:01:00SPEAKER_01: So we're focused on diseases where the rods and cones have degenerated,
- 1:01:04SPEAKER_01: but they grew up with vision,
- 1:01:05SPEAKER_01: lost it in later life.
- 1:01:07SPEAKER_01: And the optic nerve importantly is still there.
- 1:01:10SPEAKER_01: when you lose the optic nerve, that is more difficult.
- 1:01:13SPEAKER_01: The most common cause for that is glaucoma,
- 1:01:15SPEAKER_01: which is high pressure in the eye,
- 1:01:16SPEAKER_01: which squeezes the blood supply to the optic nerve,
- 1:01:18SPEAKER_01: and then you lose that.
- 1:01:19If a patient has glaucoma or has otherwise lost the optic nerve,
- 1:01:22Prima would not work for them.
- 1:01:25SPEAKER_01: But...
- 1:01:25SPEAKER_01: There's a lot of reasons why people lose the rods and cones.
- 1:01:29SPEAKER_01: Beyond macular degeneration, there's also retinitis pigmentosa.
- 1:01:32There's Stargardt's disease,
- 1:01:34which is kind of a young person's age-related macular degeneration.
- 1:01:37SPEAKER_01: It's genetically driven.
- 1:01:37SPEAKER_01: Diabetic retinopathy.
- 1:01:41SPEAKER_01: there's a lot of reasons that people can lose rods.
- 1:01:43SPEAKER_01: There's all kinds of idiopathic, uh, uh, photoreceptor losses.
- 1:01:47SPEAKER_01: Um, there's not as much.
- 1:01:49SPEAKER_01: So people, um, we've obviously had cochlear implants for 50 years.
- 1:01:54Um,
- 1:01:54sensory neural hearing loss is much more common than,
- 1:01:57uh,
- 1:01:58rod cone degenerations.
- 1:02:00SPEAKER_01: Um, a common, a common,
- 1:02:04A major reason that people have sensorineural hearing loss is
- 1:02:07an autoimmune reaction.
- 1:02:08SPEAKER_01: So your immune system attacks those cells and then causes them to die.
- 1:02:14My intuition here is that there's just clearly a much weaker
- 1:02:16evolutionary pressure
- 1:02:17SPEAKER_01: on protecting those.
- 1:02:18SPEAKER_01: And sometimes people talk about the eye being immune-privileged.
- 1:02:22There's definitely immune cells in the eye,
- 1:02:24but they tend to hang out on the periphery.
- 1:02:25I think evolution learned a long time ago that if you overreact
- 1:02:28in the eye and kill
- 1:02:29SPEAKER_01: the photoreceptors,
- 1:02:30SPEAKER_01: this is really bad and you must not do that,
- 1:02:33SPEAKER_01: which is one of the reasons the eye ends up immune privileged.
- 1:02:35And you also don't have as much spontaneous loss of these cells
- 1:02:40than you do in,
- 1:02:41SPEAKER_01: for example,
- 1:02:41SPEAKER_01: the ear.
- 1:02:42um but there's but still it happens every now and then um
- 1:02:45there's viral cases
- 1:02:46sometimes um and so really for any of those like if you can
- 1:02:50bypass those dead cells
- 1:02:51and just get the visual signal back into the brain as early as
- 1:02:54possible um we hope
- 1:02:57to provide mechanisms for doing that that get better and better
- 1:03:01over time i do
- 1:03:02SPEAKER_01: think that it
- 1:03:03SPEAKER_01: down the road, a biohybrid type device could work for glaucoma.
- 1:03:08SPEAKER_01: People have done,
- 1:03:09SPEAKER_01: not us,
- 1:03:09but like the academic community has done experiments where
- 1:03:12they've engrafted cells
- 1:03:15into the eye and they've seen that they've path found down
- 1:03:18along the remaining
- 1:03:20SPEAKER_01: optic nerve track into the thalamus.
- 1:03:22SPEAKER_01: And that is really intriguing, but it's also a big science project.
- 1:03:27SPEAKER_01: And so is for the future.
- 1:03:29SPEAKER_00: Okay,
- 1:03:30SPEAKER_00: so if you look at something like what you guys are doing there,
- 1:03:33SPEAKER_00: and then I look at the BCI field more broadly,
- 1:03:37SPEAKER_00: you know,
- 1:03:37SPEAKER_00: this technology is first hitting with people in quite dire straits.
- 1:03:41SPEAKER_00: They have vision problems.
- 1:03:42SPEAKER_00: They have ALS.
- 1:03:44SPEAKER_00: They're paralyzed.
- 1:03:46SPEAKER_00: Well, so, I mean, my big question is, you know, we...
- 1:03:50SPEAKER_00: hear all the time of where this technology might be going.
- 1:03:55SPEAKER_00: I mean,
- 1:03:57what is your best guess on how long we're in this phase where
- 1:04:04BCI-type technology
- 1:04:06is being used really as a medical treatment versus when it gets
- 1:04:10to something closer to,
- 1:04:12SPEAKER_00: like,
- 1:04:12an elective kind of consumer thing that people are choosing to
- 1:04:17take advantage of?
- 1:04:18SPEAKER_01: Yeah, I mean, I...
- 1:04:20SPEAKER_01: My view on this is that everybody eventually becomes a patient.
- 1:04:25SPEAKER_01: I think that this body is great for a long time, but eventually fails.
- 1:04:31And so I think we take a perspective here of it's like we're
- 1:04:33going to restore loss functionality,
- 1:04:35SPEAKER_01: eventually extend.
- 1:04:36But I think what you're going to see first are people that
- 1:04:38become patients anyway,
- 1:04:40SPEAKER_01: get capabilities that are differentiated.
- 1:04:43SPEAKER_00: Or that they lost or...
- 1:04:46Yeah,
- 1:04:47definitely restore things that they lost and eventually go further.
- 1:04:51SPEAKER_01: But I think, I mean, I don't know.
- 1:04:53SPEAKER_01: It's just so hard to bet against progress in technology right now.
- 1:04:57SPEAKER_01: And just two days ago, we had a meeting where...
- 1:05:01SPEAKER_01: a thing that I thought was going to take years,
- 1:05:03SPEAKER_01: it might,
- 1:05:03SPEAKER_01: it's like,
- 1:05:04SPEAKER_01: might happen much faster now.
- 1:05:06SPEAKER_01: And I, just the timelines keep compressing.
- 1:05:09Um,
- 1:05:10and so I don't know,
- 1:05:11like who,
- 1:05:12like I said,
- 1:05:12I've got this event horizon at 2035.
- 1:05:14SPEAKER_01: Right.
- 1:05:15SPEAKER_00: Okay.
- 1:05:15SPEAKER_00: But the end goal of your company is what it's to help people in need,
- 1:05:21SPEAKER_00: but is it also to give,
- 1:05:23SPEAKER_00: uh,
- 1:05:23SPEAKER_00: special powers to the rest of us at some point.
- 1:05:27SPEAKER_01: Well,
- 1:05:27SPEAKER_01: I mean,
- 1:05:27SPEAKER_01: so part of,
- 1:05:28I think the reason that I'm having trouble with this question
- 1:05:31is that BCI is not a product.
- 1:05:35SPEAKER_01: BCI is a field in the same way that like social media is a field.
- 1:05:39SPEAKER_01: But if you're just like,
- 1:05:40SPEAKER_01: I'm gonna build a social media company,
- 1:05:41SPEAKER_01: you're like,
- 1:05:41SPEAKER_01: what does that mean?
- 1:05:42SPEAKER_01: Like, what is the interaction here?
- 1:05:43SPEAKER_01: that is compelling, that people are into?
- 1:05:45SPEAKER_01: Is it photo sharing?
- 1:05:46SPEAKER_01: Is it 140-character updates?
- 1:05:49SPEAKER_01: Is it family?
- 1:05:50SPEAKER_01: You've got to be more specific.
- 1:05:51And you're going to have many different products within that
- 1:05:54that are all different
- 1:05:55SPEAKER_01: ecological niches that are compelling.
- 1:05:57SPEAKER_01: And so I think when you look at motor,
- 1:06:00SPEAKER_01: BCI has become kind of synonymous with motor decoding,
- 1:06:03SPEAKER_01: I think,
- 1:06:03SPEAKER_01: in many people's minds.
- 1:06:04SPEAKER_01: I think that generalizes into communication.
- 1:06:06SPEAKER_00: Yeah.
- 1:06:07SPEAKER_00: Okay.
- 1:06:08SPEAKER_00: Well, I mean...
- 1:06:11SPEAKER_00: Okay,
- 1:06:12SPEAKER_00: tell me,
- 1:06:12SPEAKER_00: next 20,
- 1:06:14SPEAKER_00: 30 years,
- 1:06:14SPEAKER_00: sort of like a mind meld,
- 1:06:17SPEAKER_00: I can express a thought directly to you.
- 1:06:20SPEAKER_01: Yeah, probably.
- 1:06:21Yeah,
- 1:06:22I think like direct,
- 1:06:23I mean,
- 1:06:23so first of all,
- 1:06:24language is pretty good at this.
- 1:06:25SPEAKER_01: Like evolution did a pretty good job of this.
- 1:06:27SPEAKER_01: Sure.
- 1:06:27SPEAKER_00: Sure,
- 1:06:28but when I'm at a concert and I feel this sort of joy during
- 1:06:34the best moment of the concert,
- 1:06:36SPEAKER_00: yes,
- 1:06:36SPEAKER_00: I could describe that in words.
- 1:06:38SPEAKER_00: It would be a little slow,
- 1:06:39SPEAKER_00: really,
- 1:06:40SPEAKER_00: for what I'm actually feeling,
- 1:06:41SPEAKER_00: but I'm definitely not conveying.
- 1:06:43But this is why you have the other 10 cranial nerves of your
- 1:06:46face and your
- 1:06:47SPEAKER_01: expressions and things.
- 1:06:48SPEAKER_01: But yes,
- 1:06:48SPEAKER_01: I think that 20 years for this technology,
- 1:06:52SPEAKER_01: I would say,
- 1:06:52is for many of the things that you could imagine is a
- 1:06:55sufficiently long time horizon.
- 1:06:56SPEAKER_00: Yeah, even words are slow.
- 1:06:57SPEAKER_00: If I wanted to convey,
- 1:06:59SPEAKER_00: like,
- 1:06:59SPEAKER_00: a paragraph to you in an instant,
- 1:07:01SPEAKER_00: I mean,
- 1:07:01SPEAKER_00: I guess that's kind of what I'm...
- 1:07:03SPEAKER_00: Almost like an LLM.
- 1:07:04Like,
- 1:07:04am I sending a block of tokens,
- 1:07:06you know,
- 1:07:07from my brain to your brain?
- 1:07:08SPEAKER_01: Yeah.
- 1:07:09SPEAKER_01: So, generate production of language.
- 1:07:11SPEAKER_01: I think that...
- 1:07:12SPEAKER_01: there's a myth that we could just think faster.
- 1:07:16SPEAKER_01: Perception is a lot faster than production.
- 1:07:19So getting information into the brain can be done at much
- 1:07:22higher bandwidth.
- 1:07:22SPEAKER_01: So you can get vision in and you can see an image,
- 1:07:26SPEAKER_01: you can read much faster than you can produce the tokens.
- 1:07:30SPEAKER_01: So I'm not sure that it's just like talking faster,
- 1:07:33SPEAKER_01: but I think that it's,
- 1:07:36SPEAKER_01: so all communication is about creating correlations between brains.
- 1:07:40SPEAKER_01: We can have this conversation because we both speak English.
- 1:07:43SPEAKER_01: We picked this up during childhood.
- 1:07:45We can talk about ideas about brains because we both had an
- 1:07:47education about what our brains are.
- 1:07:49If there's a concept that we don't both share,
- 1:07:51then we can't convey it to each other.
- 1:07:53SPEAKER_01: I think the same thing is going to be true over these BCIs.
- 1:07:56SPEAKER_01: It's no matter what the link is,
- 1:07:57you need the concept spaces present on both sides in order to
- 1:08:01light them up.
- 1:08:03SPEAKER_01: Now, where you get into more interesting territory is...
- 1:08:10SPEAKER_01: How do you add a new cortical area?
- 1:08:12How do you add representations to the brain that you didn't
- 1:08:15have before so that you
- 1:08:17SPEAKER_01: can communicate these things very efficiently?
- 1:08:21Or how do you decode into a pre-trained model that allows you
- 1:08:24to get out more complex?
- 1:08:26SPEAKER_01: You can get information into the brain very efficiently.
- 1:08:28SPEAKER_01: Getting information out is limited to muscle control and language.
- 1:08:32SPEAKER_01: You can't get vision out of the brain.
- 1:08:34SPEAKER_01: You can't get hearing out of the brain.
- 1:08:36SPEAKER_01: And so that type of stuff, I think, might be possible.
- 1:08:39SPEAKER_00: Okay.
- 1:08:40SPEAKER_00: I want to be mindful of your time.
- 1:08:41As we were setting up for this,
- 1:08:46you're like,
- 1:08:46oh,
- 1:08:46there's all this crazy stuff.
- 1:08:48SPEAKER_00: I wish I could tell you, but I can't wait.
- 1:08:51SPEAKER_00: So I'm probably not going to get those details out of you.
- 1:08:53SPEAKER_00: But what does that even mean?
- 1:08:54That just means you're seeing things out in the world that are
- 1:08:57fascinating and fascinating.
- 1:08:59SPEAKER_01: Yeah, I mean, I don't mean that.
- 1:09:00SPEAKER_01: And like, I mean, I wouldn't over I wouldn't overthink that.
- 1:09:03SPEAKER_01: It's just there's like a lot of cool stuff.
- 1:09:04SPEAKER_01: And I think it's also.
- 1:09:06SPEAKER_01: Yeah, I mean.
- 1:09:14SPEAKER_01: I think that it's the most exciting time in human history,
- 1:09:16SPEAKER_01: and I think that that will continue to be true.
- 1:09:19SPEAKER_01: The world is also...
- 1:09:20SPEAKER_01: I think that as these things accelerate,
- 1:09:22SPEAKER_01: there'll definitely be some instability.
- 1:09:26SPEAKER_01: But I don't know.
- 1:09:30SPEAKER_01: There's the only way out is through.
- 1:09:32SPEAKER_00: So there's the stuff you're working on,
- 1:09:33but then you're hearing from your friends and you're just
- 1:09:36hearing that things are
- 1:09:37SPEAKER_00: clicking and interesting.
- 1:09:38SPEAKER_00: Yeah.
- 1:09:38SPEAKER_01: I mean, I'd say Silicon Valley is buzzing.
- 1:09:42SPEAKER_01: Like there's, um, there's just so much, I don't know.
- 1:09:46SPEAKER_01: Like I,
- 1:09:47SPEAKER_01: yeah,
- 1:09:47SPEAKER_01: two days ago,
- 1:09:48SPEAKER_01: I think,
- 1:09:48SPEAKER_01: uh,
- 1:09:48SPEAKER_01: Celine's company loyal announced that they got through a major update,
- 1:09:52SPEAKER_01: a major milestone with the FDA for dog longevity.
- 1:09:55SPEAKER_01: Yeah.
- 1:09:55SPEAKER_01: Like all like the,
- 1:09:56SPEAKER_01: I just refer, I'm not speaking specifically.
- 1:09:58SPEAKER_01: There's no like one thing that I'm like, oh man, I wish I could say.
- 1:10:01SPEAKER_01: It's just like,
- 1:10:02there's the sense that like a lot of cool stuff is happening
- 1:10:04and we're going to get
- 1:10:05SPEAKER_01: a lot of it.
- 1:10:06SPEAKER_00: Okay.
- 1:10:07SPEAKER_00: That seems like a good place to stop for the optimists.
- 1:10:11SPEAKER_00: Thank you so much for your time.
- 1:10:12SPEAKER_00: Thanks for letting us come to your company.
- 1:10:14SPEAKER_00: And yeah, thanks.
- 1:10:15SPEAKER_01: Yeah, cool.
- 1:10:16SPEAKER_01: Good to see you.
- 1:10:20SPEAKER_00: Core Memory is hosted by me, Ashley Vance.
- 1:10:24SPEAKER_00: Today's guest was Max Hodak.
- 1:10:27SPEAKER_00: The show is produced by me and David Nicholson.
- 1:10:31SPEAKER_00: Our theme song is by James Mercer and John Sortland.
- 1:10:35SPEAKER_00: And the show is edited by the tremendous John Sortland.