Neoclouds: how often the top podcasts talk about it.
Neoclouds came up in 9 of 106 episodes (8%) in the four weeks to Oct 4, against 5% in the earlier weeks. A change this size could be chance, so we do not call it a trend.
Share of episodes, four weeks at a time
The 9 episodes behind the newest bar
- BYOCompute, Pope Destroys False Idol, Ben Affleck's White PillTBPN · week ending Oct 4 · said it twice
- Ken Griffindor School of Market Wizardry, Supper Intelligence, GDP per GWTBPN · week ending Oct 4 · said it twice
- Some Personal Agent News, Mongo Got Zucked, SNL, Gstaad Guy In The UltradomeTBPN · week ending Oct 4 · said it 7 times
- Timeline Mud Wrestling, Apple Play Coming to Old Porsches, SI Domain DebateTBPN · week ending Oct 4 · said it 7 times
- Which GPU Clouds Are Actually Good? | ClusterMAX 3.0Latent Space · week ending Oct 4 · said it 24 times
- Jensen vs NYT, New Model Reactions, Saudi EVs, You Can See EverythingTBPN · week ending Sep 27 · said it twice
- Meta Connect Reactions, Zuck's Beer Pong Controversy, ClusterMAX 3.0, New Bentley EVTBPN · week ending Sep 27 · said it 27 times
- John Arnold Joins, 4 Tech Arguments (Number 3 Will Shock You)TBPN · week ending Sep 27 · said it 6 times
- Some Personal Agent News, CharlestonAI Founder Joins, 10%, Mikey Shulman, Keith RaboisTBPN · week ending Sep 13 · said it 6 times
More from the counts
- Mostly one show: TBPN has 8 of the 9 counted episodes in the newest four weeks.
Earliest mentions in our archive
The first episode from each show that said it, oldest first. The matched words are marked.
“Everything I do, I do it with that lens. In the case of clouds, if we didn't support CoreWeave to exist, these neoclouds, these AI clouds, wouldn't exist. If we didn't help CoreWeave exist, they would not exist.”
“…web services. Obviously, these are all moving to NeoClouds. These are all serving AI jobs and tokens now. They…”
OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide…
“…could spin up reselling. they could become a neo cloud or something like that, but uh at their scale it's a it's…”
Mike Isaac (NYT) Joins, Earnings Review, Beautiful Data Centers, Coatue is Land Maxxing
“…underneath capacity when People look at you versus other Neo clouds, you know, we look at you versus a corewave. You…”
Nebius Co-Founder on AI Infrastructure Bubbles | How Price Elastic is Demand for Compute
“…by the way, are not like AI providers. I think this whole idea of neo clouds being somehow this new category is a lot…”
Why AI Labs With Unlimited GPUs Still Fail — Anjney Midha, AMP
Most recent mentions
The newest episodes that count toward the chart, no more than two from one show.
“…know, we were talking about it yesterday with the Neoclouds versus Nvidia uh strategy where okay, well, if in if…”
BYOCompute, Pope Destroys False Idol, Ben Affleck's White Pill
“…excitement and new capital formation around some of these Neo clouds and my question is like I have to imagine like…”
Ken Griffindor School of Market Wizardry, Supper Intelligence, GDP per GW
“I was designing a lot of the hardware systems that these Neoclouds were buying back you know before Chief D launched…”
“…better prepared to survive it than hyperscalers. Let's take Neoclouds. I think at least half of them go away…”
The AI Bubble WILL Burst | Should we be fearful of Chinese Open-Source | Jerry Murdock
“…hardware, using commoditized hardware, using the NeoClouds, you don't see that. It doesn't come up as revenue. It comes…”
OpenAI vs Anthropic IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump…
Which shows say it
| Show | Last four weeks | All weeks counted |
|---|---|---|
| TBPN | 8 | 16 |
| Latent Space | 1 | 3 |
| 20VC with Harry Stebbings | 0 | 2 |
| All-In Podcast | 0 | 2 |
| Dwarkesh Podcast | 0 | 1 |
More trends
Episodes in the newest four weeks:
How we count. An episode counts when its transcript says “neocloud” or “neo cloud” 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 and show promos we can spot. A model marks them in every transcript and our code checks each mark against the words; we also skip 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 20, 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.