SEPTEMBER 2026 · COUNTS OF ATTRIBUTED DISCUSSION · NEVER A RATING
1
Episodes analysed
20
Ideas extracted
0
Tickers covered
9
Theses first heard here
Theses first heard here, picked up this month
Pre-GPT vintage SaaS LBOs face AI/cloud disruptionPICKED UP BY A16Z PODCAST, MONETARY MATTERS WITH JACK FARLEY
AI vs everything else economic bifurcationPICKED UP BY GOLDMAN SACHS EXCHANGES: THE MARKETS, THE POMP PODCAST
AI disruption threatens $500B SaaS private credit exposurePICKED UP BY MONETARY MATTERS WITH JACK FARLEY
Software sector under existential AI threatPICKED UP BY A16Z PODCAST
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