
About the Author

Navneet Alang is a technology-culture writer based in Toronto.
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AI progress so far, and the next 10 years that matter
A research-based forecast of AI progress through 2036, covering agents, science, jobs, energy, regulation, and infrastructure.

Revenue Isn’t Valuation: The Tesla vs. SpaceX Pricing Puzzle
Tesla has the bigger revenue base, but SpaceX may own the scarcer bottleneck. Here is the valuation puzzle investors are really pricing.

Starlink's Real Moat Is the Country Map, Not Space
Starlink availability now depends less on satellites than permissions. Our May 18 country table shows active, 2026, regulatory and blocked markets.

AMD Stock: The Asset-Light Rack Moat Behind Helios
AMD’s ZT Systems and Sanmina moves create a sharper stock question: can Helios turn open AI racks into high-quality gross profit?

Nvidia Stock: The Context Memory Moat Wall Street Is Missing
Nvidia’s next stock debate is not just Blackwell demand. STX, Dynamo and context memory may decide NVDA’s inference moat.

Tesla Semi momentum: fleet orders test a $1 trillion market
Tesla Semi orders, California vouchers and fuel savings show how electric trucks could lift Tesla margins, but subsidies and ramp risk still matter.

