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Colossus (Invest Like the Best / Business Breakdowns)Podcast6 Oct 2026Source: colossus.comHost: Patrick O'Shaughnessy

Andrew Huberman - The Frontier of Neurotechnology - [Invest Like the Best, EP.494]

In plain words

In this interview, Stanford neuroscientist Andrew Huberman argues that leading AI companies like OpenAI and Neuralink are essentially becoming biotech firms, aiming to non-invasively read and write brain states. He is optimistic about neurotechnology, especially an upcoming MIT sleep-inducing eye mask (launching in 7-12 months) and Neuralink's implant (its surgeon has a subcutaneous receiver in his hand to open doors). He also warns about gene-editing companies like Herocyte and Orchid, which are trying to link genes to IQ, posing risks.

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Andrew Huberman (Stanford neuroscientist) discussed the future of neuroscience on the show, arguing that the field is shifting from "reading the brain" to "writing the brain"—achieving precise control over specific brain states. He noted that leading AI companies (such as OpenAI and Anthropic) are e

~13 min full read · 10 sections
Deep Analysis

Andrew Huberman - The Frontier of Neurotechnology - [Invest Like the Best, EP.494]

At a Glance

Andrew Huberman (Stanford neuroscientist, podcast host) discusses the future direction of neuroscience with Patrick O'Shaughnessy. Huberman argues that leading AI companies (OpenAI, Anthropic, Meta, Neuralink) are essentially evolving toward becoming biotech companies, with the ultimate goal of achieving non-invasive reading, writing, and control of the awake brain state. He believes that understanding and precisely regulating the awake brain state is the most pressing issue in neuroscience today, and that technologists are flooding into this field at scale, pushing brain-computer interfaces (BCI) beyond the "cyborg" boundary.


Theme 1: Energy Is the Bottleneck for Top Performers, but "Self-Awareness" Matters More Than "Optimization"

Huberman argues that for top talent, energy supply has replaced external competition as the core bottleneck, but blindly imitating extreme cases (e.g., Elon Musk's low sleep needs) is dangerous.

  • Historical Context: In the past, the best performers were often frustrated by others failing to keep up; now, technology (AI) amplifies individual output, shifting the bottleneck to whether a person can sustain energy and avoid burnout.
  • Mechanism Breakdown: Huberman proposes a three-step self-assessment framework:

1. Honestly assess sleep needs: Most people require 6–8 hours; after two consecutive nights of ≤4 hours of sleep, most individuals will "crater." He personally needs 7 hours, feels slightly groggy with 8, and can manage with 6.

2. Distinguish "high energy" from "redline state": Some people appear energetic but are actually "redlining" (sustained high activation), relying on heavy stimulants and struggling to switch off at night. Truly sustainable high-energy individuals can rapidly switch tasks without accumulating stress.

3. Train the ability to "shut down thinking": This is the most overlooked skill, involving three physiological conditions—shutting down thought, lowering heart rate, and forgetting body position.

  • Data Chain: Huberman recalls working 80–100 hours per week during his graduate studies but emphasizes that "in the first four years from zero to company, the goal is to not die, not to optimize."
  • Falsification Condition: If someone consistently appears "10 years older than their actual age" or suffers from chronic illness, it indicates a mismatch between their schedule and physiological needs.

Theme 2: The Physiological Mechanism of Sleep Onset and Emerging Neurotechnology

Huberman provides a detailed breakdown of the physiological pathway for "shutting off the mind" and previews an upcoming sleep-inducing eye mask device.

  • Historical Context: Traditional sleep advice (avoiding caffeine, reducing blue light) is necessary but far from sufficient. The real challenge lies in "shutting off the mind"—the brain is naturally inclined to predict, plan, and recall.
  • Mechanism Breakdown (Three-Step Method):

1. Shutting Off the Mind: Shift attention from "thinking/planning" to "pure perception"—focus on the surface of the body, breathing, and sounds in the room. This is not meditation (which focuses on a single object) but "attentional wandering."

2. Lowering Heart Rate: Activate the vagus nerve through prolonged exhalation via respiratory sinus arrhythmia—during exhalation, the heart slightly contracts, blood flow accelerates, and the brain sends signals to slow the heart rate.

3. Forgetting Limb Position: Use specific eye movements (slowly moving the eyes left/right or up/down, or rotating them clockwise/counterclockwise with eyes closed) to confuse the proprioception system, preventing the brain from perceiving the spatial position of the limbs.

  • Emerging Technology: An MIT team has developed an eye mask that drives the extraocular muscles through microstimulation behind the ears, inducing slow eye movements to trigger sleep onset; it can also amplify REM stages once entered. Huberman states the product will launch in approximately 7–12 months, and he has personally tested it, confirming its effectiveness.
  • Data Chain: Research confirms that infants fall asleep faster when rocked at a specific frequency; adults using a rocking bed at the same frequency also fall asleep quickly. This frequency has been identified.

Theme 3: The Biggest Problem in Neuroscience — From "Reading the Brain" to "Writing to the Brain"

Huberman argues that neuroscience is shifting from "reading" (recording neural activity) to "writing" (precisely controlling brain states), with the greatest technical challenge being the achievement of non-invasive, high spatiotemporal precision brain stimulation.

  • Historical Context: Over the past 30-40 years, neuroscience has primarily focused on "reading" — fMRI, EEG, single-cell recordings, etc. The current goal is "writing" — non-invasively and selectively activating or inhibiting specific brain regions.
  • Mechanism Breakdown:
  • Reading Methods: From the most invasive intracellular recordings → extracellular recordings → EEG/fMRI (which only capture cortical surface signals and cannot reach deeper areas). Huberman believes that direct measurement of the autonomic nervous system (e.g., via wrist-worn devices) will be the next psychological threshold.
  • Writing Methods: Current approaches include pharmacology (e.g., Adderall lowers activation thresholds, alcohol raises them) and electrical/magnetic stimulation (e.g., TMS for depression). However, all existing tools are "blunt instruments" — their receptor targets or stimulation ranges span the entire brain, lacking specificity.
  • Ideal Goal: A non-invasive device (e.g., ultrasound) that can selectively activate/inhibit specific brain regions with temporal and spatial precision, and allow for "graded" modulation (rather than all-or-nothing).
  • Extrapolation: Huberman predicts that within 12 months, 20% of entrepreneurs will consider implantable vagus nerve stimulators (with an invasiveness level comparable to getting an ear piercing). He cites the example of his colleague Matt McDougal (Neuralink's chief neurosurgeon), who has a subcutaneous receiver implanted between his thumb and index finger to open doors.
  • Falsification Condition: If the "temporal irrelevance" finding in memory research (see below) is confirmed to be universally valid, then "writing" technology may not require high temporal precision, but the demand for spatial precision would be even greater.

Theme 4: The "Bizarre Discovery" in Memory Research—Timing May Not Matter

Huberman reveals an experimental result unsettling to the neuroscience community: the order in which memory-related neurons are activated may not affect behavioral output, challenging the textbook "temporal coding" hypothesis.

  • Historical Context: Traditional models assume that specific behaviors (e.g., a tennis serve) correspond to specific sequences of neurons (A→B→C). Labeling and replaying that sequence should reproduce the behavior.
  • Experimental Findings (Mark Mayford Lab, Susumu Tanagawa Lab): After labeling neurons activated during a learning task, whether the neurons were activated in the original order, reverse order, or simultaneously, the animals exhibited the same behavior. Huberman describes this as: "It's like pressing all the keys on a piano at once and still playing the same tune."
  • Implications:
  • Positive: Writing techniques may not require high temporal precision—simply activating the correct set of neurons may allow the brain to "fill in" the behavior on its own.
  • Negative: These neurons also participate in other perceptions and behaviors (the "reuse" property of the nervous system). Indiscriminate activation could trigger unpredictable side effects.
  • Uncertainty: Huberman emphasizes that this finding primarily pertains to the memory domain; timing in sensory pathways (e.g., vision: eye → thalamus → cortex) remains critical. "What thought is" remains an unsolved mystery in neuroscience.

Theme 5: The "Gray Zone" of Gene Editing—The CRISPR Baby Incident and the Future

Using He Jiankui's CRISPR twin incident as an example, Huberman points out that gene editing technology has entered a stage of "open secret" and may be used for cognitive enhancement.

  • Historical Context: In 2018, He Jiankui announced the deletion of the HIV receptor (CCR5 gene) in twin babies using CRISPR. The scientific community was initially divided—Nobel Prize or prison? He was eventually penalized by Chinese authorities, and his lab was shut down.
  • Latest Rumors: Huberman claims that He Jiankui is reportedly operating a lab in Austin, Texas. He cannot confirm this but emphasizes, "He is not the only one doing this; he just proved that talking about it is dangerous."
  • Mechanism Breakdown: The CCR5 gene is not only associated with HIV infection but also with neural circuit formation and memory. Huberman notes that the neuroscience community privately discusses whether He Jiankui was attempting to simultaneously enhance the cognitive abilities of the babies.
  • Extrapolation: Huberman argues that the "gray zone" of gene editing is expanding—from IVF embryo screening (companies like Herocyte and Orchid) to selecting sperm/egg donors (based on height, education, etc.), and finally to direct editing. "If this were 15 years ago, you would think I was crazy. But everything I have said has already happened."
  • Falsification Condition: Social media ensures that "there are no secrets"—if He Jiankui is indeed working in Austin, the information will eventually become public.

Theme 6: Technologists Are Becoming Neuroscientists—Huberman’s “Big Four Athletes”

Huberman argues that the core force driving current advances in neuroscience is not traditional neuroscientists, but technology leaders in the AI field.

  • “Big Four Athletes”: Huberman lists four key figures he believes are “exploring the brain”—Sam Altman (described as “extremely smart” about neuroscience), Mark Zuckerberg, Dario Amodei (CEO of Anthropic, who previously performed retinal recordings in Mike Berry’s lab), and Elon Musk (Neuralink). He notes: “Most people don’t realize this.”
  • Mechanism: These technologists bring engineering mindsets and resources, but once they “put their hands into the brain,” they realize “this is not a computer; it’s far more complex.” Bioengineers are making rapid progress.
  • Projection: Huberman predicts that the health/optimization field will enter a “low-noise period” around 2027–2028—the current overcrowded, sensationalist phase will subside, followed by truly accessible technologies and information. His own book, Protocols, has summarized what he “knows for certain,” and he now plans to shift toward the new frontier of “reading and writing the awake nervous system.”

Mentioned Positions

Position Guest Stance Key Data
Neuralink Bullish (technology direction) Chief neurosurgeon Matt McDougal implanted a subcutaneous receiver in his hand to open doors
Eight Sleep Neutral (existing tool) Increases REM/deep sleep through nighttime temperature variation
Herocyte / Orchid Risk warning (gene screening company) Attempts to correlate gene expression patterns with IQ, height, and autism
MIT eye mask (not yet marketed) Bullish (product) To be launched in 7–12 months; induces sleep via microstimulation behind the ear driving eye movements
Malise Yilmaz's autonomic nervous system measurement device Bullish (technology) Directly measures autonomic nervous system activity, distinguishing distress from eustress

Judgments Worth Remembering

1. “Leading AI companies will all become biotech companies” (Huberman)

OpenAI, Anthropic, Meta, and Neuralink share the ultimate goal of non-invasive brain reading and writing. Huberman states: “LLM companies are just the surface; the real arms race is in dynamically modulating neural activity.”

2. “Shutting down the mind is a skill, not a talent” (Huberman)

Through “attentional wandering” (shifting from thinking → pure sensing), extended exhalations to lower heart rate, and specific eye movements to confuse proprioception, the ability to fall asleep can be systematically trained. Huberman says: “This is a major human achievement—because recovery, learning, stress control, and burnout all depend on it.”

3. “The temporal encoding of memory may be a mistake” (Huberman)

Experiments show that simultaneously activating memory-related neurons produces the same behavior as sequential activation. Huberman describes: “It’s like pressing all the keys on a piano at once and still playing the same tune.” — This both simplifies the requirements for “writing” technology and increases unpredictability.

4. “Within 12 months, 20% of entrepreneurs will consider implantable vagus nerve stimulators” (Huberman)

The invasiveness is comparable to getting an ear piercing, and it can dynamically regulate alertness. Huberman believes the psychological threshold from “wearing a ring/bracelet” to “subcutaneous implantation” is being crossed.

5. “The CRISPR baby incident was not an isolated case; it just proved that talking about it is dangerous” (Huberman)

He Jiankui is reportedly now running a lab in Austin. Huberman points out that the CCR5 gene is linked to memory, and the experiment may have also aimed to enhance cognition. The “gray area” of gene editing is expanding—from IVF screening to donor selection to direct editing.

6. “The health optimization field will enter a low-noise phase in 2027-2028” (Huberman)

The current overcrowded, sensationalist phase will subside, followed by truly accessible technology and information. Huberman’s own book Protocols has already summarized what he “knows for certain.”

7. “Tech leaders are becoming neuroscientists—Sam, Zuck, Dario, and Elon are the ‘Big Four athletes’” (Huberman)

These AI leaders’ understanding of neuroscience far exceeds public perception. Huberman says: “Most people don’t realize this.”

8. “Success depends on how precisely you match genuine curiosity with the work you do” (Huberman, quoting mentor Barbara Chapman)

Huberman considers this “the kindest thing”—when he hesitated, his mentor told him: “The only thing that determines your success is how much you want to know the answer to the question you’re studying.” He adds: “Not doing this is a slow death.”