Where is the wind of Elon Musk blowing?

There is a Chinese company that has been listed on the NASDAQ for four years, with its stock price soaring 125 times, while the company's revenue is zero. Can you believe it?

This company named Brain Regeneration Technology now has a market value of $12.3 billion, exceeding 80 billion RMB. In the A-share market, it would be a blue-chip stock. As a popular stock on the NASDAQ, Brain Regeneration Technology has no product sales and no business revenue. Among the 261 stocks in the NASDAQ Biotechnology Index, Brain Regeneration Technology ranks among the top 20 in terms of market value, yet it is not included in the biotechnology index.

How popular is Brain Regeneration Technology?

The company went public in 2021, and its market value has increased by over 90 times so far. This data would make it a top - tier stock in the A-share market. In January 2026, its highest market value reached $26 billion, equivalent to 180 billion RMB. It doubled in value in about three trading days. Who else can be so crazy? However, this is not the main character we are going to talk about today.

The main character we are going to talk about today is Elon Musk.

01

The reason why Brain Regeneration Technology has been so crazy on the NASDAQ is all due to Elon Musk.

Of course, Elon Musk is unlikely to buy the stocks of Brain Regeneration Technology. Why? Because this company is developing traditional Chinese medicine to treat autism spectrum disorder. Then why is it related to Elon Musk? Because it has a good name, Brain Regeneration Technology. In fact, it has nothing to do with what Elon Musk is talking about.

In 2016, Elon Musk founded a brain - computer interface company, focusing on the research and development of invasive brain - computer interface technology. It mainly achieves high - bandwidth interaction between the human brain and external devices by implanting a coin - sized chip. The ultimate goals include treating neurological diseases such as paralysis and blindness, as well as exploring the coexistence of humans and AI. Elon Musk's brain - computer interface company is expected to start mass production in 2026.

Elon Musk's brain - computer interface technology has been implanted in 12 patients with amyotrophic lateral sclerosis and spinal cord injuries. As of September 2025, the cumulative operation time has reached 15,000 hours, with a success rate of 98%. Why won't Elon Musk buy the stocks of Brain Regeneration Technology? Let's take a look at what Elon Musk's brain - computer interface products can do: telepathy for treating movement disorders; blindsight for treating the visual cortex; in - depth devices for treating mental diseases.

Actually, Brain Regeneration Technology has nothing to do with Elon Musk's brain - computer interface, neither in concept nor in scientific approach. Therefore, the U.S. Department of Justice is currently investigating Brain Regeneration Technology. The future direction of brain - computer interface is Elon Musk's key focus, because he hopes to reduce the cost of full - brain interface devices to $5,000, and more than 10,000 people around the world have registered for the experiment.

The brain - computer interface is actually just a small step for Elon Musk to improve civilization and embrace a better future. His real goal is to maximize the future of human civilization and expand the beautiful civilization consciousness beyond the Earth. If the brain - computer interface is to improve people's health and make life better through technology, then his SpaceX is to bring life and consciousness to the moon, Mars, and ultimately to other galaxies.

02 

What is business?

For thousands of years, it has been defined as a game between people. Then a big business is a big game played with important people. So, many people may define Elon Musk's business as a big game played with the U.S. President. They have differences in opinions, but they still have to get along well at the dinner at Mar - a - Lago to get orders from the U.S. government. Defining Elon Musk in this way is too narrow.

Elon Musk's business is a kind of consciousness. When many people hear this, they may think of Einstein, Newton, and Yang Zhenning. They are all outstanding scientists in human history, and in the end, they all began to believe in theology. For example, Yang Zhenning believes that the sophistication and order of the universe far exceed the probability of random combination, suggesting the existence of a creative force beyond human cognition. This is actually the consciousness that Elon Musk is talking about.

Elon Musk thinks that consciousness and the life we know are fragile and delicate, like a weak candle flickering in the vast darkness, easily extinguished. This is the problem that has been bothering him all the time. The mission of SpaceX is to achieve multi - planetary life, because if a natural or man - made disaster occurs on Earth, consciousness can still be continued. Does it sound very theological?

Actually, by analyzing Elon Musk's business, we can find that his business consciousness is not the kind of copying and imitating that we often hear about. Instead, he is constantly challenging human limits and trying to promote humanity towards a new civilization system. This seemingly empty and whimsical idea was also as shocking and incredible at the beginning of the industrial civilization as it is now, after thousands of years of agricultural civilization.

During the agricultural civilization period, those who mastered water conservancy and agricultural technologies could become wealthy. During the industrial civilization period, those who mastered technologies could gain a market. The agricultural civilization lasted for thousands of years, and the industrial civilization for a few hundred years. Now, in the era of artificial intelligence, it only takes a few decades. They all have one thing in common, which is obtaining the marginal cost advantage of labor.

One of Elon Musk's most successful businesses at present is Tesla. It promotes sustainable energy technology, continuously advances artificial intelligence technology to achieve autonomous driving, and then develops towards robotics. The goal is to solve global poverty and achieve sustainable prosperity. When more than 20 billion humanoid robots serve humanity in the future, the marginal cost of labor will approach zero.

Then, achieving common prosperity for humanity will not be just a slogan. In Elon Musk's view, the only way to solve global poverty and enable everyone to enjoy a high standard of living is through AI and robots. If AI and robots become popular and almost free in the future, goods and services will be extremely abundant. When there is nothing that robots can't do, the global economy will experience explosive growth.

03 

The imagination is wonderful, but the key problem is that in this process, computing power, chips, factories, and energy all require unimaginably huge amounts. In Elon Musk's view, the real factor restricting humanity from achieving common prosperity is the electricity required for the development of artificial intelligence. Elon Musk has always been envious of China's rich power structure, including wind power, hydropower, thermal power, and solar power. China has far outpaced Europe and the United States.

In Elon Musk's view, chips will not be a big problem. The real problem is that with the development of artificial intelligence, the annual growth rate of power supply should be at least 3% - 4%. To achieve common prosperity, the number of chips produced by humanity will exceed the capacity that the power load can drive. China has a production capacity of 1500GW of solar energy equipment, deploys more than 1000GW annually, and the stable power is about 250GW.

A key part of the solar power generation industry chain is battery energy storage. Currently, China's battery energy storage capacity accounts for 50% of the average electricity consumption in the United States. Elon Musk is very envious of China. Just solar power alone is equivalent to half of the steady - state power in the United States. The sun accounts for 99.8% of the total mass of the solar system, and SpaceX will launch solar - powered artificial intelligence satellites in the future. In fact, China's Guoxing Yuhang has already successfully launched such satellites.

From Elon Musk's vision, the future power industry chain will be the key to the success of artificial intelligence and an important step for humanity to enter a new civilization era. Therefore, whether it is energy conversion equipment mainly based on solar energy, energy storage, or transformers for stabilizing voltage, they will all be important industrial chains for humanity to enter a new era. There is also infinite potential in making artificial intelligence go into space.

While many entrepreneurs are still indulged in copying various technologies and appearances and complacent about so - called aesthetic appreciation, Elon Musk's thinking has already reached the sky. He is concerned about how humanity can get rid of poverty and achieve common prosperity, how to preserve consciousness on other planets when the Earth is destroyed, and how to make future life better through technology when diseases trouble humanity.

The future trend will not belong to short - sighted followers. The wealth in front of them is doomed to leave no mark worthy of being talked about by future generations in human history. Only those who think about the future of humanity and promote future civilization will write the monument of history. The future trend will be brought by people like Elon Musk. Facing the future civilization, perhaps, ordinary people will say, "He is really brilliant!"

This article is from the WeChat official account “Delin Society” (ID: delinshe), author: Delin's Revelations. It is published by 36Kr with authorization.