Zortix
Ask Zortix…⌘KSign in
Attention report

All-In with Chamath, Jason, Sacks & Friedberg

SEPTEMBER 2026 · COUNTS OF ATTRIBUTED DISCUSSION · NEVER A RATING
34
Episodes analysed
225
Ideas extracted
18
Tickers covered
17
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
Chinese AI accelerates global model price compressionPICKED UP BY THE POMP PODCAST, PROF G MARKETS, UNCHAINED, WHAT BITCOIN DID, MACROVOICES, BLOOMBERG SURVEILLANCE
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

Run this show? This report arrives by email on the 1st of every month once the page is claimed — along with the page blurb, your own links, and the embed widget. Claim this page →

Back to the ledger →What Zortix will never do →
IDEAS & DEPTH REFLECT PODCAST DISCUSSION · NOT A RATING, FORECAST, OR RECOMMENDATION