How it's built.

The Deflation Index measures cost per unit of capability: what a dollar buys in compute, bandwidth, kilowatt-hours, and stored energy. It is not a cost-of-living measure. The distance between the two is the subject. Mechanically: a weighted geometric mean of four technology-cost series, indexed to 1990 = 100, with CPI as the reference line.

The formula

The index is a weighted geometric mean: DIt = ∏ Si,twi, where each Si,t is a sector cost series indexed to 100 at its 1990 base and each wi is its weight. Geometric, not arithmetic, because the series span orders of magnitude — an arithmetic average quietly becomes a chart of its slowest component. Late-start sectors hold at 100 until their first measured year. The arithmetic variant is published alongside as a sensitivity.

The four series

Sectors, weights, and sources (v4.0)
SectorMetricWeightStartsSources
Computingcompute · storage · memory29.41%1990Cost-of-computing record, Komorowski / Backblaze, McCallum
Communications$/Mbps·mo transit23.53%1998DrPeering (Norton), TeleGeography
Energy$/kWh solar LCOE29.41%2010IRENA
Transportation$/kWh Li-ion pack17.65%2010BloombergNEF, IEA

The weights balance GDP contribution, enabling effect, and deflationary force — and that third factor makes the index partly weighted by the thing it measures. We disclose and size that circularity in the weighting doc: removing the factor entirely leaves the composite at −99.98% (published: −99.97%).

The line, and its reference

The index is drawn against CPI-U (BLS, CPIAUCSL), indexed to 1990 = 100, so a nominal-dollar series has its context. Through 2025: technology -99.97%, CPI +150%. M2 (FRED, M2SL) is published in the data for anyone who wants the monetary comparison — the argument that comparison suggests is an essay, kept separate from the measurement.

The v4.0 correction

In 2026 we audited our own index and found the headline was too small: arithmetic averaging muted the fastest series, some early anchors were back-extrapolations rather than measurements, and some labels didn't match their series. v4.0 rebuilt the index on three rules — every series is the single metric its label claims, every datapoint traces to a published source, every series starts when defensible measurement starts. The full account is here; the audit memo is in the repository, next to the data it criticizes.

What it isn't

Not a counter-CPI, not a cost-of-living measure, not investment advice. It measures the technology input layer — raw units of capability — and deliberately excludes housing, healthcare, education, and everything else you actually spend most of your money on. What it actually measures covers the distinction.