Stories, drawn out.
Long-form visual explainers for the topics we keep coming back to — some live here, some in their own corners of the internet.
Congress's portfolio.
Disclosed trades by members of Congress and their families, with the day-of, week-ahead, and 30-day price moves alongside each filing. Placeholder copy until the data freeze lands.
FIG. 01 · TOP 6 BY EST. P&L
Previously published
9 TITLES№ 09
How the smart money reads AI.
Every 13F-HR filing since mid-2023 from 45 curated funds, joined to Form 4 insider flow and adjusted-close prices, with rotation and consensus calls per quarter.
FINANCE
№ 08
The memory squeeze.
A twelve-step walkthrough of why AI memory is the next bottleneck — and what the production stack actually does about it today.
TECH
№ 07
Anatomy of a hack.
Eleven beats — a black-box app, a dependency tree, a maintainer at 11:47pm, a stealer harvest, an attacker session, a 760-org blast radius. Every 2025–2026 marquee breach fits the same chain; a receipts page ties each beat to 19 real named incidents.
TECH
№ 06
Inside the AI grey market.
Anthropic (May 11) and OpenAI (May 12) just declared every unauthorized secondary transfer void. Nine self-paced steps trace 1,000 ex-employee shares through three layers of SPVs — to 47 retail-accredited LPs at a +39% cumulative premium — before the announcement that hollowed the whole structure out.
FINANCE
№ 05
Who pays for the AI buildout.
A single gigawatt-scale AI data center costs ~$50B all-in — $25–50B of Nvidia silicon plus ~$20B of building, power, and cooling. AI bulls call it a 2-year payback; commercial-real-estate pros call it 10. Both numbers are arithmetically correct. The public filings show the upside staying with the AI companies while the downside has been pre-allocated to people who never saw the cap table.
FINANCE
№ 04
Inside the UFO release.↗
An editorial frontend over war.gov's first UFO/UAP release — 161 declassified records from the FBI, NASA, and the Departments of War and State, geocoded onto a globe and indexed for full-text search.
GEOPOLITICS
№ 03
Search every exhibit.↗
Semantic search across all 199 trial-admitted exhibits in OpenAI v. Musk — emails, journal pages, contracts, screenshots — rendered in form-factor viewers that match the original document.
LAW
№ 02
Why AI's water problem is overblown.
The viral “500 mL per query” figure conflated per-conversation with per-prompt on stale 2022 hardware. A bottom-up audit lands at ~3 mL — about a sip — and a single hamburger is two million prompts.
TECH
№ 01
On Trial↗
An interactive walkthrough of the trial — the first MTS subdomained visualization.
LAW