The Semiconductor Moment for the Mind
The market is mispricing the human brain. Some Investors view Brain-Computer Interfaces (BCI) and other neurotech as the next iteration of the medical device, a slightly better stent or a more advanced catheter. This is a category error. As Matt Angle (Paradromics) and Connor Glass (Phantom Neuro) articulate its not a product, its the next modem.
The parallel is the internet in 1993. We are moving from a low-bandwidth, text-based era of biology into a streaming, high-fidelity era. This shift requires a convergence of disciplines, Material science, analog engineering, and machine learning, mirroring the semiconductor boom of the 1960s. Austin, with its unique trinity of industrial scale, software speed, and risk-tolerance, has emerged as the global command center for this revolution
The Agenda:
- 0:00 - Intro
- 02:48 - Electrical Input and Output of the Body
- 08:13 - Navigating the Valley of Death via DARPA
- 16:54 - Moral Hazard of Regulatory Caution
- 23:45 - BCI as the Next Internet
- 37:51 - Capital Stack and the Platform Shift
- 50:31 - Declaring Austin the Global Neurotech Capital
- 55:23 - Convergence of Semiconductor Disciplines
Guest Links
Matt Angle: LinkedIn, Paradromics (Website, X, LinkedIn)
Connor Glass: LinkedIn, Phantom Neuro (Website, X, LinkedIn)
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Austin Next Links: Website, X/Twitter, YouTube, LinkedIn
Ecosystem Metacognition Substack
