SEPTEMBER 2026 · COUNTS OF ATTRIBUTED DISCUSSION · NEVER A RATING
34
Episodes analysed
225
Ideas extracted
18
Tickers covered
12
Theses first heard here
Top names · share of all tracked discussion
META14 OF 179 ATTRIBUTED IDEAS · 8% OF THE TRACKED CONVERSATION
MSFT7 OF 69 ATTRIBUTED IDEAS · 10% OF THE TRACKED CONVERSATION
NVDA7 OF 168 ATTRIBUTED IDEAS · 4% OF THE TRACKED CONVERSATION
APP5 OF 7 ATTRIBUTED IDEAS · 71% OF THE TRACKED CONVERSATION
SPCX3 OF 21 ATTRIBUTED IDEAS · 14% OF THE TRACKED CONVERSATION
Theses first heard here, picked up this month
Moderna's cancer vaccine as regulatory capturePICKED UP BY A16Z PODCAST
Open weights AI as a driver of innovationPICKED UP BY A16Z PODCAST
Hybrid AI model landscape: frontier vs openPICKED UP BY ANIMAL SPIRITS, UNCHAINED, MASTERS IN BUSINESS
Recursive self-improvement as AI's futurePICKED UP BY A16Z PODCAST
Data center opposition fueled by foreign influence opsPICKED UP BY THE TWENTY MINUTE VC
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