Issue No. 40Week ending Sunday, October 4, 2026507 episodes · 2183 articles
The Throughline ↓
The Podcast Summary.

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Trend Steady

GPUs: how often the top podcasts talk about it.

GPUs came up in 15 of 89 episodes (17%) in the four weeks to Sep 27, about the same share as in the earlier weeks (21%).

15 of 89episodes, four weeks to Sep 27

Share of episodes, four weeks at a time

21%May 1011 of 5217%Jun 78 of 4620%Jul 514 of 6927%Aug 215 of 5516%Aug 309 of 5517%Sep 2715 of 89
Share of episodes from the tech, business and science shows we cover that said “GPU” at least twice, in blocks of four weeks. Each label is the block's last Sunday. The newest block is the orange bar on the right.
The 15 episodes behind the newest bar

Earliest mentions in our archive

The first episode from each show that said it, oldest first. The matched words are marked.

“…inference, the hardware starts to matter. They had to install GPUs across their servers. They have servers across…”

Invest Like the Best · week ending Feb 8 · Watch at 33:59 ↗

Cloudflare: Leading Cybersecurity [Business Breakdownes Ep 241]Cloudflare Final

“…expanding to 555,000 GPUs across three buildings, 18 billion in investment. He then if you look at…”

All-In Podcast · week ending Apr 12 · Watch at 30:34 ↗

OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, S…

“…when I use a TPU, it's this big systolic array that's perfect for doing matrix multiplies, whereas a GPU is very flexible. It's great when you have lots of branching or irregular memory access." But what is AI? It's just these very predictable matrix…”

Dwarkesh Podcast · week ending Apr 12 · Watch at 20:27 ↗

Jensen Huang – Will Nvidia’s moat persist?

“…data center with literally hundreds of thousands of GPUs, but they're not doing a very good job of selling them. So they…”

20VC with Harry Stebbings · week ending Apr 19 · Watch at 5:06 ↗

Cursor Acquired for $60BN | Anthropic Hits $1TRN in Secondary Markets & Figma, Adobe, Can…

“…what what did you write down? GPUs and power plants. Okay, these are also good. Uh, these, by the way,…”

My First Million · week ending Apr 26 · Watch at 5:43 ↗

GTA 6 Goldrush, TBPN's $100M OpenAI Deal, The OG Clickbait King Who Burned $4B/Year

“…discover you we we'll find the missing GPU cluster in Atlantis and maybe there is a cyclicality to all of this. But um…”

Cheeky Pint · week ending May 3 · Watch at 3:00 ↗

Nat Friedman and Daniel Gross in conversation with John and Patrick Collison

Most recent mentions

The newest episodes that count toward the chart, no more than two from one show.

“…the demand come? Are those are those GPUs sitting idle? Are those is that infrastructure getting used efficiently?”

TBPN · week ending Sep 27 · Watch at 12:32 ↗

Meta Connect Reactions, Zuck's Beer Pong Controversy, ClusterMAX 3.0, New Bentley EV

“…we we can run models on the platform. So, you know, obviously a lot of our customers are air-gapped, and some of them were were smart enough to buy GPUs a few years ago. So some of them have lots of GPUs that they can run all these local models and have a great experience. Some are wishing that…”

Practical AI · week ending Sep 27 · Listen at 19:37 ↗

From AGENTS.md to Enterprise Deployment

“…like diving into the architectures of how GPUs work and designing models which are you know exploiting the architecture…”

Latent Space · week ending Sep 27 · Watch at 55:47 ↗

🔬Bio-security is an AI Arms Race - Eric Nguyen (CEO, Radical Numerics)

“…different dimensions which model and which GPU running that model via which vendor. when you're in a world where…”

20VC with Harry Stebbings · week ending Sep 27 · Watch at 18:29 ↗

The Ads Business Model Will Die & Lessons from Working with Elon at Twitter | Parag Agraw…

“…roll back and then let self-play from there. In the limit, you’re picturing just giving them a GPU and maybe neural nets or something and saying, "Okay, figure out how to train a model to do these particular tasks." The way it currently works is we go up…”

Dwarkesh Podcast · week ending Sep 13 · Watch at 29:39 ↗

AI researchers debate how close we are to recursive self-improvement

Which shows say it

ShowLast four weeksAll weeks counted
TBPN620
Latent Space420
20VC with Harry Stebbings210
Dwarkesh Podcast15
No Priors13
Practical AI11
All-In Podcast011
My First Million02
How I AI01
Invest Like the Best01
Lex Fridman Podcast01

More trends

Episodes in the newest four weeks:

How we count. An episode counts when its transcript says “GPU” at least twice; plurals count too. We count a shortened re-upload of an episode we already have only once, and we skip the sponsor reads we can spot: the lines around phrases like “brought to you by”, and any passage a show reads word for word in three or more episodes. The share is the counted episodes divided by all episodes from the tech, business and science shows we cover in the same four weeks, so a busy month of releases does not raise it by itself. The mix of shows does change from month to month, and one daily show can move a number. Weeks run Monday to Sunday, and the week in progress is left out until it ends. The chart starts with the week of April 13, 2026, when our archive became steady. A few older episodes can still appear under the earliest mentions, and some weeks have gaps. Transcripts are automatic captions, so we also match the spellings they use. The counts cover only the shows we summarize. Download the counts (JSON) or CSV.

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