Why Will AI Companies Become Biotech Companies?

Andrew Huberman says Meta, OpenAI, and Anthropic are each going to be a biotech company, and that Elon's stated neural interest is Neuralink. Anyone who still files the labs under language models is, in his prediction, going to be surprised. The people building them already talk about neuroscience, often without formal training, and the goal they describe is reading from the brain and writing to it without opening the skull.

The practical problem is stimulating or quieting one area with both spatial and temporal precision, including graded signals rather than a simple on or off. He calls dynamic control of a person's own neural activity, using non-invasive tools plus AI to learn which pattern matches a given state, the real arms race in AI. He is a fan of the language models. He still treats them as less than the whole story. His Eight Sleep already changes temperature through the night to shift REM and deep sleep. He treats that as an early, indirect version of the same idea, one people already accept because it happens during sleep. The companies, in his account, want that kind of measurement and change for other states too, and neuroscience has to embrace it.