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:
https://www.linkedin.com/in/matt-angle/
https://www.paradromics.com/
https://www.linkedin.com/company/paradromics-inc/
https://x.com/paradromics

Connor Glass:
https://www.linkedin.com/in/connor-glass-010124141/
https://phantomneuro.com/
https://www.linkedin.com/company/phantomneuro/
https://x.com/phantom_neuro