The Data Stream

Three Years of AI Hype

A post-mortem of what I got right and what I got wrong

15 hrs ago • 

Jay F.

1

When I tried to quit caffeine

September was a hard month, US AI vs China AI, and The Rehearsal

Nov 3 • 

Jay F.

1

October 2025

The Two Miracles That Made My Grandfather

And the importance of reading and writing

Oct 26 • 

Jay F.

3

The Greats Study Their Failures

What we learn from Ray Dalio, Taylor Sheridan, and Warren Buffett's failures

Oct 19 • 

Jay F.

3

1

Sora 2 and the Future of K-Pop Demon Hunters

I preferred the animated HUNTR/X

Oct 13 • 

Jay F.

1

The Constraint Paradox

and Taylor Sheridan's extreme productivity vs Mr. Money Mustache's extreme frugality

Oct 2 • 

Jay F.

3

September 2025

The Vibes Have Completely Taken Over

Are we getting dumber because of it?

Sep 23 • 

Jay F.

I like 669 better

Silicon Valley's newest productivity trend is just working more.

Sep 14 • 

Jay F.

5

Summer in Europe is Alpha for Americans

Plus Trump's perplexing effect on the stock market, Ed Sheeran copyright case, and the dedication needed for search funds.

Sep 7 • 

Jay F.

1

August 2025

The Inevitable Transformation of Bali into the Instagram Capital of the World

Some of my travels this summer and a few articles as well

Aug 3 • 

Jay F.

3

July 2025

Thoughts for the Second Half of 2025

In-the-pocket? Morning routines? The Virgin Mary? Dogs pissing themselves?

Jul 15 • 

Jay F.

2

1

June 2025

Buffett, Draper, & Partners

Mad Men and Berkshire go head to head on my first trip to Omaha

Jun 6 • 

Jay F.

4