When Thoughts Become the New SaaS Market

The BCI Platform Revolution

👋 Hi, Jay here! Welcome to my newsletter on Substack, exclusively for Product Coalition members.

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Here’s what I’m covering this week

1. 🗒️ STUDY WITH JAY: When Thoughts Become the New SaaS Market

2. 🎧 TWO PODCASTS: Services Management and 2025 Intro to Video

3. 🤔 EVENT: AI FRIDAY EVENTS DAY - 3 Dedicated AI+Product Sessions

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STUDY WITH JAY: Who needs keyboards when you’ve got brainwaves?

🗒️ Each week I share what I’m studying, with the world. This week I’m studying The Brain Computer Interface Platform Revolution, and paid members can DM me to access my notebook here.

The BCI SaaS Gold Rush has begun

I’ll be honest, this has been one of the hardest newsletter topics to research and write. 

Bringing a product mindset to brain computer interfaces seemed like an exciting product opportunity landscape, but when you start pushing hard on finding verifiable sources, it becomes very challenging.

However, I hope you’ll enjoy the opportunities I’ve uncovered below, which in summary is best positioned as this… AI/ML and BCI will come together to give us revolutionary new ways to interact with our computers, and all of that opportunity begins now, in the software space.

Once we get healthy, approved and validated hardware, an entire new market of SaaS will open up.

BCI is Brain-Computing Interface - yep hooking your noggin up to a computer. While everyone's obsessed with the AI and BCI hardware race, I've spotted something very interesting in the software layer.

After spending three weeks deep in developer documentation and chatting with engineering teams, I've seen a pattern that most market watchers are missing. Sure, Grand View Research's latest market analysis gives us the big numbers - $1.9 billion market value, headed to $5.1 billion by 2030. But the real story lies in where this growth is coming from.

Also, Palantir possibly getting friendly with Blackrock Neurotech signals big tech's serious interest in BCI software platforms. Their focus on developing cloud infrastructure for neural data processing validates the growing SaaS opportunity.

But what could this mean? Well let me take you to 2035 and then let’s come back to the current state.

Emma in 2035

At 7:00 AM, Emma awakens as her smart home system gently adjusts the lighting and temperature, responding to her brain’s natural waking patterns detected by her non-invasive Brain-Computer Interface (BCI) headband. This device monitors her sleep cycles, ensuring she wakes at an optimal time, feeling refreshed.

During her commute, Emma reviews emails and schedules meetings using her BCI-enabled augmented reality glasses. By focusing on icons, she can compose messages and set appointments, streamlining her workflow without physical devices.

At the office, Emma collaborates with colleagues through a BCI-integrated platform that allows for seamless idea sharing and brainstorming. This technology enhances team productivity by enabling direct thought communication, reducing misunderstandings and increasing efficiency.

Midday, Emma’s BCI alerts her to elevated stress levels. She initiates a guided meditation session through her neural interface, which helps regulate her breathing and heart rate, promoting relaxation. This proactive approach to mental health is facilitated by continuous monitoring of neural signals.

In the evening, Emma engages in a virtual reality game controlled entirely by her thoughts. The immersive experience adapts in real-time to her emotional responses, providing a personalized entertainment experience that was unimaginable a decade earlier.

Before bed, Emma decides to learn a new language. Her BCI connects to an educational platform that stimulates specific brain regions associated with language acquisition, accelerating her learning process and making it more intuitive.

So, what’s making Emma’s day a possibility?