Attention report
The Business Brew
AUGUST 2026 · COUNTS OF ATTRIBUTED DISCUSSION · NEVER A RATING
1
Episodes analysed
25
Ideas extracted
6
Tickers covered
4
Theses first heard here
Top names · share of all tracked discussion
BLDR3 OF 4 ATTRIBUTED IDEAS · 75% OF THE TRACKED CONVERSATION
TDW2 OF 2 ATTRIBUTED IDEAS · 100% OF THE TRACKED CONVERSATION
BRK.B1 OF 20 ATTRIBUTED IDEAS · 5% OF THE TRACKED CONVERSATION
CVCO1 OF 1 ATTRIBUTED IDEAS · 100% OF THE TRACKED CONVERSATION
FPH1 OF 1 ATTRIBUTED IDEAS · 100% OF THE TRACKED CONVERSATION
Theses first heard here, picked up this month
Open source LLMs squeeze frontier lab marginsPICKED UP BY MONETARY MATTERS WITH JACK FARLEY, THE TWENTY MINUTE VC, PROF G MARKETS, BANKLESS, THOUGHTFUL MONEY, BLOOMBERG SURVEILLANCE, WHAT BITCOIN DID, A16Z PODCAST, ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG, THE POMP PODCAST, EXCESS RETURNS, THE MEB FABER SHOW, MOTLEY FOOL MONEY, MASTERS IN BUSINESS, THE JULIA LA ROCHE SHOW, WE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK, ODD LOTS, CNBC FAST MONEY, THE DERIVATIVE, BARRON'S STREETWISE, UNCHAINED, REAL VISION DAILY BRIEFING, THE RATIONAL REMINDER PODCAST, ANIMAL SPIRITS, FORWARD GUIDANCE, THE COMPOUND AND FRIENDS
Proprietary data and compliance create durable moatsPICKED UP BY THE TWENTY MINUTE VC, ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG, BANKLESS, THOUGHTFUL MONEY, EXCESS RETURNS, A16Z PODCAST, THE COMPOUND AND FRIENDS, GOLDMAN SACHS EXCHANGES, ON THE MARGIN, THE ACQUIRERS PODCAST, MOTLEY FOOL MONEY
Palantir's AI demand surge drives record growthPICKED UP BY CNBC FAST MONEY, WSJ WHAT'S NEWS, MOTLEY FOOL MONEY, THE COMPOUND AND FRIENDS, THE TWENTY MINUTE VC, THE OPTIONS INSIDER RADIO NETWORK, WE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK
Bullish setups in land rigs and pressure pumpersPICKED UP BY THE JULIA LA ROCHE SHOW
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