Post by Mark Hirsch

𝗖𝗵𝗶𝗻𝗮 𝗶𝘀 𝗯𝗲𝘁𝘁𝗶𝗻𝗴 𝗼𝗻 𝗯𝗼𝘁𝗵 𝘀𝗶𝗱𝗲𝘀 𝗼𝗳 𝘁𝗵𝗲 𝗯𝗿𝗮𝗶𝗻-𝗰𝗼𝗺𝗽𝘂𝘁𝗲𝗿 𝗶𝗻𝘁𝗲𝗿𝗳𝗮𝗰𝗲 𝗺𝗮𝗿𝗸𝗲𝘁. 𝗧𝗵𝗮𝘁 𝗺𝗶𝗴𝗵𝘁 𝗯𝗲 𝘁𝗵𝗲 𝘀𝗺𝗮𝗿𝘁𝗲𝗿 𝗽𝗹𝗮𝘆. While Neuralink chases surgical implants, Chinese companies are pursuing parallel strategies. NeuroXess is running clinical trials on invasive devices similar to Neuralink's approach. BrainCo is shipping non-invasive products that sit on your head, not in it. BrainCo's headbands and caps are already on the market. Focus-tracking tools. Bionic prosthetic hands with FDA approval. Gaming controls. Mass-market distribution at consumer price points. The non-invasive approach trades resolution for accessibility. You get less precision than an implanted electrode array, but you skip the neurosurgery, the immune response risk, and the regulatory gauntlet. Chinese regulators are easing approval for non-invasive technologies while tightening oversight of invasive devices, per recent reporting. That regulatory stance creates a faster path to volume for the external-sensor approach. Manufacturing scales differently too. Headbands are consumer electronics. Surgical implants require specialized facilities, clinical infrastructure, and trained neurosurgeons. The capital requirements are orders of magnitude apart. China ran this exact playbook in EVs and solar. Build the volume product first, even if it is not the cutting-edge version. Dominate the accessible market while competitors chase performance peaks. State support behind both the high-end moonshot and the mass-market play. Invasive BCIs will eventually deliver higher bandwidth. But the company with the most deployed units in five years might not be the one with the most electrodes in the cortex. Source Article: https://lnkd.in/g9VV7PiM #AI #Neuralink #BCI #China #NeuroTech #ConsumerTech #MedTech #HirschReport #DeepFactChecked