AUGUST 2026 · COUNTS OF ATTRIBUTED DISCUSSION · NEVER A RATING
56
Episodes analysed
316
Ideas extracted
21
Tickers covered
4
Theses first heard here
Top names · share of all tracked discussion
NVDA15 OF 186 ATTRIBUTED IDEAS · 8% OF THE TRACKED CONVERSATION
UBER10 OF 18 ATTRIBUTED IDEAS · 56% OF THE TRACKED CONVERSATION
MSFT8 OF 95 ATTRIBUTED IDEAS · 8% OF THE TRACKED CONVERSATION
META6 OF 91 ATTRIBUTED IDEAS · 7% OF THE TRACKED CONVERSATION
GOOG5 OF 11 ATTRIBUTED IDEAS · 45% OF THE TRACKED CONVERSATION
Theses first heard here, picked up this month
Airtable's Bending Spoons acquisition as market capitulationPICKED UP BY ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
Enterprises' data caution drives open sourcePICKED UP BY THE POMP PODCAST, WE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK
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