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Data viz · Geopolitics · Charts that make you uncomfortable · 🇦🇹

Vienna, Austria
Joined February 2026
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MTG called Trump a traitor on national TV for blocking the Epstein files. She says he told her his friends would get hurt. The last congressman who demanded them lost in a $34 million primary. The files are still sealed.
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hey @NKT_Cables we turned your Q1 earnings surprise into a clownstep banger. Goldman says sell, the bassline says otherwise 🔌👑 on.soundcloud.com/3mDucL6gb4…
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Democracy works when people show up. Turnout: 79.6%.
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Trump I: +0.6%/yr on electricity. Trump II: +8.8%/yr. Same party. 13x faster. Jan 2025: 15.94¢/kWh. Jan 2026: 17.45¢/kWh. That's +9.5% in 13 months. EIA Electric Power Monthly.
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The annualized math: Biden averaged 5.0%/yr over 4 years. Trump II is tracking 8.8%/yr. If that pace holds through a full term, electricity hits around 20 cents/kWh by 2029. EIA already projects 17.94 cents avg for 2026. Already a 10-year high.
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For context: the US spent $2.4B/month on data center construction in Jan 2026. The entire Interstate Highway System cost ~$530B in today's dollars, built over 35 years. AI is reshaping infrastructure at highway-program scale. In 3 years.
How much is the US spending on building data centers? Data centers are the backbone of AI, cloud computing, and other digital services — and spending to build them has increased rapidly in the United States. As of January 2026, US spending on data center construction was over $2.4 billion per month, roughly 16 times the level in early 2014. This growth has been especially rapid since AI chatbots have become very popular, starting in late 2022. Monthly spending has nearly tripled since then. It’s important to note that this only covers the cost of building the physical structures. Servers and other hardware inside are *excluded*, and they can make up a large share of the total cost of a data center. 📊 Our colleague Veronika Samborska recently updated our chart with the latest data from the US Census Bureau. We do this quarterly, so our next update will be around June 2026.
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In 1969, $3B (in today's dollars) got you a Moon landing. Armstrong. Aldrin. The whole thing. In 2026, $4.1B got you a lunar flyby. 252,760 miles from Earth. No landing. That's what 54 years of progress costs.
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The number that stings: Apollo 13 held the human distance record from 1970 until last week. 56 years. Artemis II beat it by 4,105 miles. Still no landing. Artemis III (the first landing attempt) won't fly before 2027 at earliest, per NASA's own schedule.
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The global trend is real. But the US is the outlier that breaks the pattern. US life expectancy fell in 2020, again in 2021, recovered slowly, and still sits below peer nations. At 65, an American has a shorter remaining life expectancy than a 65-year-old in Japan, France, or Spain. The global progress chart has an asterisk. It's called America.
It’s a common misconception that life expectancy has increased only because fewer children die. Historical mortality records show that adults today also live much longer than adults in the past. It’s true that child mortality rates were much higher in the past, and their decline has greatly improved overall life expectancy. But in recent decades, improvements in survival at older ages have been even more important. The chart shows the period life expectancy in France for people of different ages. This measures how long someone at each of those ages would live, on average, if they experienced the death rates recorded in that year. As you can see, life expectancy in France has risen at every age. In 1816, someone who had reached the age of 10 could expect to live to 57. By 2023, this had increased to 84. For those aged 65, it rose from 76 in 1816 to 87 in 2023. The data for many other countries shows the same. This remarkable shift is the result of advances in medicine, public health, and living standards.
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1.3M people hold Temporary Protected Status in the US. Trump has moved to strip it from over 1 million. Venezuela's 607K: gone. Haiti's 331K: SCOTUS decides April 29. The biggest TPS purge in the program's 36-year history.
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The geography of the risk: 47% of TPS holders are Venezuelan. 25% Haitian. Together: 72% of the 1.3M total. Both under active termination. Ukraine's 101K remain protected. For now. The program was designed for exactly this. Not at this scale.
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$2T wiped from SaaS in 12 months. At peak, the BVP Nasdaq Emerging Cloud Index traded at 20x revenue. Now closer to 6x. The AI disruption thesis is real, but tariff-driven recession fear is compressing multiples too. Two forces hitting simultaneously, hard to separate the signal from the noise.
The SaaSpocalypse continues. Nearly $2 trillion in market value has been erased over the past 12 months. It is the largest drawdown in absolute market capitalization ever.
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Tariff the foreign steel. Build the White House ballroom with the foreign steel. The America First policy is working perfectly.
"White House ballroom to be built with foreign steel," per NYT
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The US economy had a wild 2025. Contracted in Q1 (-0.5%). Ripped to 4.4% in Q3. Crashed back to 0.5% in Q4. BEA's final read: full year 2025 = 2.1% growth. Fine on paper. Terrifying in the chart.
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The Q4 2025 revision history: advance estimate was 1.4%. Second estimate: 0.7%. Final: 0.5%. Three rounds of downward revisions, all driven by inventory drawdowns in wholesale trade. The consumer didn't fall off a cliff. Businesses did.
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TACO = Trump Always Chickens Out. 10 of 12 major tariff threats reversed or paused. Liberation Day collapsed in 7 days. China 145% cut to 30%. Film tariff gone same day. Liberation Day 2.0 paused after 6 days. Markets learned the pattern.
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More TACO data: Canada/Mexico 25% tariff: paused twice, mostly never implemented. China went from 145% to 30% and then SCOTUS struck the whole IEEPA authority in Feb 2026. Liberation Day tariff survived exactly 7 days. The threat is the policy. The reversal is the deal.
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Markets priced in peace. Oil dropped to $93, the biggest single-day fall since the Gulf War. But 90% of Iran's crude runs through Kharg Island. Infrastructure reportedly intact. Hormuz reopens. Physical barrels still need tankers, insurance, and time.
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More context: Kharg Island: 29M barrels of storage. Lavan: 5.5M. Sirri: 4.5M. This terminal ran through the entire Iran-Iraq War (8 years of attacks) and kept exporting. The real bottleneck now: tanker availability, war-risk insurance premiums, and Hormuz mine clearing.
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Oil markets priced in peace overnight. The actual supply recovery is a different story. Kharg Island handles ~90% of Iran's crude exports. A 2-week ceasefire doesn't repair a bombed terminal. Physical oil lags financial oil by weeks, sometimes months.
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