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Attention report

The Business Brew

JULY 2026 · COUNTS OF ATTRIBUTED DISCUSSION · NEVER A RATING
0
Episodes analysed
0
Ideas extracted
0
Tickers covered
4
Theses first heard here

Theses first heard here, picked up this month

Open source LLMs squeeze frontier lab marginsPICKED UP BY PROF G MARKETS, THE TWENTY MINUTE VC, BLOOMBERG SURVEILLANCE, WHAT BITCOIN DID, BUSINESS BREAKDOWNS, MACROVOICES, THE COMPOUND AND FRIENDS, A16Z PODCAST, ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
Palantir's AI demand surge drives record growthPICKED UP BY MOTLEY FOOL MONEY, CNBC FAST MONEY
Bullish setups in land rigs and pressure pumpersPICKED UP BY COMMODITY CULTURE, PALISADES GOLD RADIO

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IDEAS & DEPTH REFLECT PODCAST DISCUSSION · NOT A RATING, FORECAST, OR RECOMMENDATION
The Business Brew: July 2026 attention report · Zortix