Morgan Stanley have put out a report: "Brain Computer Interface
Primer: The Next Big MedTech Opportunity?"

Here are the takeaways:

- $400B market opportunity in USA alone
- 3 million potential users with first generation commercial devices
- 7 million people with follow on generation devices to come
- Beach head for BCI will treat patients with motor impairment
- Initial indications to focus on neurodegenerative disease (ALS), spinal cord injury, multiple sclerosis and stroke
- Expecting $1.5B revenue from implantable BCI procedures by 2035 with $1B annual run rate by 2041
- Focus on healthcare applications in the mid term with a positive outlook on potential to grow beyond into consumer in the long term (military, gaming, productivity)