SEPTEMBER 2026 · COUNTS OF ATTRIBUTED DISCUSSION · NEVER A RATING
9
Episodes analysed
107
Ideas extracted
68
Tickers covered
4
Theses first heard here
Top names · share of all tracked discussion
TBBB8 OF 14 ATTRIBUTED IDEAS · 57% OF THE TRACKED CONVERSATION
ADBE3 OF 8 ATTRIBUTED IDEAS · 38% OF THE TRACKED CONVERSATION
CRM3 OF 11 ATTRIBUTED IDEAS · 27% OF THE TRACKED CONVERSATION
META3 OF 179 ATTRIBUTED IDEAS · 2% OF THE TRACKED CONVERSATION
NOW3 OF 5 ATTRIBUTED IDEAS · 60% OF THE TRACKED CONVERSATION
Theses first heard here, picked up this month
Ads business model dies with AI agentsPICKED UP BY THE POMP PODCAST, THE TWENTY MINUTE VC
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