Attention report
a16z Podcast
SEPTEMBER 2026 · COUNTS OF ATTRIBUTED DISCUSSION · NEVER A RATING
30
Episodes analysed
352
Ideas extracted
17
Tickers covered
21
Theses first heard here
Top names · share of all tracked discussion
MRNA9 OF 12 ATTRIBUTED IDEAS · 75% OF THE TRACKED CONVERSATION
AFRM7 OF 9 ATTRIBUTED IDEAS · 78% OF THE TRACKED CONVERSATION
AMZN3 OF 68 ATTRIBUTED IDEAS · 4% OF THE TRACKED CONVERSATION
GOOGL3 OF 112 ATTRIBUTED IDEAS · 3% OF THE TRACKED CONVERSATION
META3 OF 179 ATTRIBUTED IDEAS · 2% OF THE TRACKED CONVERSATION
Theses first heard here, picked up this month
Traditional security tools fail against AI agentsPICKED UP BY THE TWENTY MINUTE VC
AI drives compound startup imperativePICKED UP BY THE TWENTY MINUTE VC
Data centers revitalize small-town AmericaPICKED UP BY ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
AI as a job creator, not a destroyerPICKED UP BY EURODOLLAR UNIVERSITY
Recursive self-improvement (RSI) as the core doomer argumentPICKED UP BY ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG, THE DERIVATIVE
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