Attention report
The Twenty Minute VC
SEPTEMBER 2026 · COUNTS OF ATTRIBUTED DISCUSSION · NEVER A RATING
28
Episodes analysed
257
Ideas extracted
19
Tickers covered
35
Theses first heard here
Top names · share of all tracked discussion
NVDA11 OF 168 ATTRIBUTED IDEAS · 7% OF THE TRACKED CONVERSATION
META8 OF 179 ATTRIBUTED IDEAS · 4% OF THE TRACKED CONVERSATION
AMZN3 OF 68 ATTRIBUTED IDEAS · 4% OF THE TRACKED CONVERSATION
TSLA3 OF 45 ATTRIBUTED IDEAS · 7% OF THE TRACKED CONVERSATION
CRM2 OF 11 ATTRIBUTED IDEAS · 18% OF THE TRACKED CONVERSATION
Theses first heard here, picked up this month
AI-powered cyber attacks accelerate vulnerability discoveryPICKED UP BY ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG, WHAT BITCOIN DID
Open-weight models threaten closed-source AI economicsPICKED UP BY A16Z PODCAST
Alphabet penalized over unquantified CapEx accelerationPICKED UP BY EURODOLLAR UNIVERSITY
AI cycle exhaustion as a key riskPICKED UP BY EURODOLLAR UNIVERSITY
US export constraints forced Chinese AI innovationPICKED UP BY BLOOMBERG SURVEILLANCE, THE POMP PODCAST, EXCESS RETURNS
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