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

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Trend Steady

IPOs: how often the top podcasts talk about it.

IPOs came up in 14 of 89 episodes (16%) in the four weeks to Sep 27, about the same share as in the earlier weeks (20%).

14 of 89episodes, four weeks to Sep 27

Share of episodes, four weeks at a time

15%May 108 of 5217%Jun 78 of 4632%Jul 522 of 6918%Aug 210 of 5513%Aug 307 of 5516%Sep 2714 of 89
Share of episodes from the tech, business and science shows we cover that said “IPO” 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 14 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.

“…winner of 2026. Your prediction. I said the IPO. I think 2026 is going to be a big year for IPOs. I'm not going to say…”

All-In Podcast · week ending Jan 4 · Watch at 35:43 ↗

All-In's 2026 Predictions

“…different business lines, and arrange things. This is sort of after the IPO, and I realized I have to be a very "serious" public company CEO. And so it almost killed the company, honestly.”

Founders Podcast · week ending Jan 18 · Watch at 7:18 ↗

Tobi Lütke: 21 Years of Building Shopify

“…honest approach to it. A 25 time sales. I saw the SpaceX IPO headlines today, which implied I think 100 time sales.”

Invest Like the Best · week ending Feb 8 · Watch at 1:05:24 ↗

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

“…of what happens next there and how it incredibly ends up with the IPO of Ferrari.”

Acquired · week ending Apr 12 · Watch at 2:17:46 ↗

Ferrari: What happens when you staple a luxury brand to a sports team? (Audio)

“When someone like OpenAI needs an investment of a $30 billion scale because it's still before their IPO, and we deeply believe in them and I deeply believe that they're going to be an… Well, they're an extraordinary company already today. They’re going to be an incredible company.”

Dwarkesh Podcast · week ending Apr 12 · Watch at 49:48 ↗

Jensen Huang – Will Nvidia’s moat persist?

“SpaceX's perspective is they couldn't do it before the IPO cuz you can't close that deal. It delays everything. It's…”

20VC with Harry Stebbings · week ending Apr 19 · Watch at 6:09 ↗

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

Most recent mentions

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

“…how many people made $100 million in the SpaceX IPO? And we don't know who they are or what they do. I mean, they…”

TBPN · week ending Sep 27 · Watch at 1:44:21 ↗

Andreessen Horowitz Launches Horowitz Andreessen, New Models, Human Powered Agents, McLar…

“And I think then that sets up a very interesting setup for their IPO. Just to back all that up, Saxs,…”

All-In Podcast · week ending Sep 27 · Watch at 29:17 ↗

Anthropic IPO at Risk, Meta’s Muse Pop, Token Prices Fall, Open Source Gains Share, Align…

“…at 5%. In which case, yeah, we can justify the $2 trillion IPO, but it doesn't have massive expansion from…”

20VC with Harry Stebbings · week ending Sep 13 · Watch at 19:37 ↗

Labour, Engineering, Social Media, GrokBots, Cybercabs: 7 Predictions for How AI Changes…

“And there's, you know, talks about them going IPO and all this. And so, very much, even externally, you can see…”

Latent Space · week ending Sep 6 · Watch at 15:35 ↗

The Inference Frontier: from 100 to 10,000 tokens per second — Sean Lie, Cerebras CTO

“…like in a few years? You got Anthropic and Open AI racing to IPO, see where that goes. You've got Mythos / Fable…”

The Tim Ferriss Show · week ending Jul 19 · Watch at 1:26:31 ↗

The Random Show! Mortality, AI, Supplements, Rock Climbing, & More

Which shows say it

ShowLast four weeksAll weeks counted
TBPN520
All-In Podcast424
20VC with Harry Stebbings414
Latent Space12
The Tim Ferriss Show05
Acquired02
My First Million02
No Priors02
Founders Podcast01
Lenny's Podcast01

More trends

Episodes in the newest four weeks:

How we count. An episode counts when its transcript says “IPO” 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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