Ackman: Brain-computer interfaces will restore sight in years; warns neoclouds are leveraged plays
elonmusk · x · 2026-11-01
Elon Musk amplified investor Bill Ackman's remarks on two fronts. On brain-computer interfaces, Ackman shared that his daughter—left unable to walk, speak, or see—is regaining functions, and after months of meeting BCI companies (Neuralink most notably, plus lower-intervention alternatives), he believes blind patients could see again within "not too many years" despite her 98% vision loss from optic nerve damage. On AI infrastructure, Ackman argued Musk might need to borrow a trillion dollars to open gigawatts of data centers, keeping rates persistently high; he sees hyperscaler spending as sustainable given durable intelligence demand, but likens pure-play neoclouds to levered real estate developers acutely sensitive to capital costs.
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