Uncharted Territories

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Saudi Arabia’s Ordeal
Between the Sandworm and the Quicksand
 • Tomas Pueyo
Can We Build AI in Space?
It looks like radiation, cooling, shipping costs, and other apparent obstacles are manageable, and will make datacenters in space competitive
 • Tomas Pueyo
SpaceX + xAI Merger, IPO, Data Centers and Moon Base
Datacenters in space, merger, IPO, pivot to the Moon... All are happening at the same time. Why? They're connected in unexpected ways.
 • Tomas Pueyo
The Resource Cliff
What Happens When Countries Run Out of Resources
 • Tomas Pueyo
Dubai
The Anti-Petrostate
 • Tomas Pueyo
Peak Oil Is Coming
In early markets, hybrids always prevail because there’s not enough electric infrastructure. As it develops and people can charge their cars more…
 • Tomas Pueyo

January 2026

The $100M Worker
Tech companies are trying to attract workers with over $100M compensation packages.
 • Tomas Pueyo
Not Sustainable ➡️ Abundant
The solution to pollution is neither dilution nor reduction.
 • Tomas Pueyo
AI in 2026
The AI bubble, who will win, the rate of AI progress, are we getting close to AGI, the impact on jobs, and more.
 • Tomas Pueyo
Updated Evidence on Robotaxis
This is a quick premium note adding more information about the robotaxi market, which I analyzed in these three articles. In those articles, I concluded…
 • Tomas Pueyo
Is the World a Better Place After the Capture of Maduro?
If the US’s capture of Venezuela’s leader, Maduro, was not for its oil, what was it for?
 • Tomas Pueyo
Is Venezuela’s Oil Worth the Hassle?
Trump claims that the abduction of Maduro is all about the oil: capturing it for US use, while keeping competitors from its benefits.
 • Tomas Pueyo
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