Dear Readers,
When the cursor suddenly responds to your thoughts, something fundamental shifts: the interface moves from the screen to the nervous system. “Assistance” becomes autonomy -typing, learning, working without hands. Today, we take a closer look: How useful is this “mind UI” beyond the demo stage, what security and workflow standards does it require, and how quickly will regulation follow? Between euphoria and engineering lies the new workbench moment for AI: fewer buzzwords, more robust paths, lower latency, secure undo, and increased suitability for everyday use.
At the same time, the great wheel of economics is turning: agentic systems promise billions in cost reductions, while infrastructure grows on credit- productivity boost or bubble risk? Add to that the cold shower of reality: many gene AI projects are not yet delivering a return. We explain why some companies are scaling up and others are stuck, which open source models are surprisingly ahead, and where opportunities are emerging for product teams, researchers, and policymakers. Want some straight talk, numbers, and an idea you can test tomorrow? Then read on.
In Today’s Issue:
Controlling computers with your mind is no longer science fiction.
AI agents are on track to save S&P 500 companies nearly a trillion dollars a year
AI boom is being built on a risky credit bubble
95% of companies are seeing zero return on their AI investments
And more AI goodness…
All the best,
Neuralink demonstrates the true capabilities of “assistive AI”
The Takeaway
👉 Build for hands-free workflows: Optimize apps for continuous cursor/text input via BCI, low latency, robust undo/recovery.
👉 Plan clinic-ready data: Privacy-by-design, audit trails, edge inference options for sensitive BCI data.
👉 Partner now: Collaborate with rehabilitation centers/universities to validate real-world use cases (study, work, gaming).
👉 Prepare for regulation: Document safety metrics (signal stability, failure paths) – this will shorten MDR/FDA rounds.
One man, one cursor, one fresh start: 18 months after surgery, Noland Arbaugh controls his laptop with his mind, plays Mario Kart, is studying again – and planning his own business. What's it all about? Neuralink is testing a fully implantable brain-computer interface (BCI) that translates nerve signals into digital commands. This is not a science fiction gimmick, but practical autonomy: writing, browsing, learning – without hands. It is relevant for the AI community because it combines model-driven signal processing with real-life quality of life. At the same time, the program is scaling internationally (UK site, Canada approval) – a sign that BCI is moving from the tinkering stage to real-world application.
The open question: how quickly will reliability, durability, and reimbursement follow? The optimistic answer: faster if we consistently integrate AI tooling, clinics, and regulations. What would you build if “mind UI” became a standard interface?
Why it matters: Mind-controlled interfaces are shifting assistive technology from a “nice-to-have” to a real productivity tool – and opening up new markets for AI models that translate neural noise into stable actions. Those who solve compatibility, data security, and clinical workflows early on will occupy the platform layer of this new UX.
Sources:
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In The News
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— #Logan Kilpatrick (#@OfficialLoganK)
3:50 PM • Aug 24, 2025
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The AI boom is being built on credit—and is creating bubble risks
Bloomberg shows how credit-financed data center infrastructure is driving the AI wave: AI-related CMBS issuance is up 30% year-to-date to $15.6 billion. Turning point: AI is becoming a standalone credit cycle. Consequences: Spread sensitivity increases, private/structured financing carries systemic risks; interest rate cuts could further boost AI capex and risk appetite—a task for macroprudential supervisors and the Fed/ECB.
Companies have invested billions into AI, 95 percent getting zero return
The MIT study “The GenAI Divide: State of AI in Business 2025” exposes the AI hype as widespread capital destruction in business practice. Despite $30-40 billion in corporate investment in generative AI, 95 percent of all organizations achieve zero return on their AI projects. Only five percent of pilot programs achieve measurable revenue acceleration, as most projects remain stuck in experimental phases.
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Question of the Day
Tweet of the Day
@davidpattersonx There will be universal high income (not merely basic income).
Everyone will have the best medical care, food, home, transport and everything else.
Sustainable abundance.
— #Elon Musk (#@elonmusk)
9:02 PM • Aug 24, 2025
Elon Musk: There will be universal high income (not merely basic income).
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New Gemini Model 🗿
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New Gemini Model “Lyria” found