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 revolutionThe 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 DisciplinesGuest LinksMatt Angle: LinkedIn, Paradromics (Website, X, LinkedIn)Connor Glass: LinkedIn, Phantom Neuro (Website, X, LinkedIn) -------------------Austin Next Links: Website, X/Twitter, YouTube, LinkedInEcosystem Metacognition Substack