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

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Trend Steady

Nvidia: how often the top podcasts talk about it.

Nvidia came up in 19 of 89 episodes (21%) in the four weeks to Sep 27, about the same share as in the earlier weeks (19%).

19 of 89episodes, four weeks to Sep 27

Share of episodes, four weeks at a time

21%May 1011 of 5215%Jun 77 of 4619%Jul 513 of 6920%Aug 211 of 5522%Aug 3012 of 5521%Sep 2719 of 89
Share of episodes from the tech, business and science shows we cover that said “Nvidia” 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 19 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.

“Microsoft did it. It's obviously what Nvidia did with Grock. Why are these deals happening? Well, if you just look…”

All-In Podcast · week ending Jan 4 · Watch at 52:14 ↗

All-In's 2026 Predictions

“…are expecting AI to commoditize software. There's a potentially naive way of thinking about things, which is: look, Nvidia sends a GDS2 file to TSMC. TSMC builds the logic dies, it builds the switches, then it packages them with the HBM…”

Dwarkesh Podcast · week ending Apr 12 · Watch at 0:09 ↗

Jensen Huang – Will Nvidia’s moat persist?

“…even like Anthropic, every $100 they make, 60 goes to Nvidia. Like you know, their their margins are public. It's…”

20VC with Harry Stebbings · week ending Apr 19 · Watch at 11:54 ↗

Replit CEO: Why Coding Models are Plateauing & Why the SaaS Apocalypse is Justified | Amj…

“…effectively what you do is you buy a bunch of chips from Nvidia and you're actually building out a system. So you…”

The Tim Ferriss Show · week ending Apr 26 · Watch at 5:16 ↗

The AI Frontier and How to Spot Billion-Dollar Companies Before Everyone Else — Elad Gil

“…technology provider. It's kind of like uh you know what Nvidia does or what an AMD but we just don't do chips. We don't…”

Latent Space · week ending May 3 · Watch at 6:48 ↗

The $15B Physical AI Company: Simulation, Autonomy OS, Neural Sim, & 1K Engineers—Applied…

“…they want, of course, tons and tons of Nvidia. um when you think about making a bet you know several years in the future…”

No Priors · week ending May 3 · Watch at 26:16 ↗

Baseten CEO Tuhin Srivastava on Custom Models, and Building the Inference Cloud

Most recent mentions

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

“…other words, they don't buy the switches and the nicks from Nvidia. Instead, they build them themselves. I'm looking at…”

TBPN · week ending Sep 27 · Watch at 1:37:52 ↗

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

“…of the early image to image models that Nvidia released back in 2016 or 2017. uh and it was a model that would take a…”

Latent Space · week ending Sep 27 · Watch at 5:25 ↗

Runway’s Bet Beyond Video: World Models, Robotics, and the Neural OS — Anastasis Germanid…

“…size and you can run it on a local computer. You can have an Nvidia chip or have a good Mac Studio computer and you…”

All-In Podcast · week ending Sep 27 · Watch at 22:04 ↗

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

“…you don't even know that you need niobium and tantalum and palladium and rhodium and rhenium. Or, for example, if you're Jensen Huang and you've got Nvidia, you need gallium nitride, or if you want to improve memory in chips, you need scandium nitride. And so instead of the food pyramid that the…”

Odd Lots · week ending Sep 13 · Listen at 32:40 ↗

Robert Friedland on the World's Monumental Shortage of Copper

“…have any ability to invest in you know Coinbase, Nvidia, Apple, whatever. And so, um, much like Tether was very…”

No Priors · week ending Sep 13 · Watch at 19:55 ↗

Coinbase’s Everything Exchange: Agentic Finance, Stablecoins & Tokenization with CEO Bria…

Which shows say it

ShowLast four weeksAll weeks counted
TBPN718
20VC with Harry Stebbings414
All-In Podcast216
Latent Space210
No Priors26
Founders Podcast11
Odd Lots11
Dwarkesh Podcast03
Lex Fridman Podcast02
How I AI01
Invest Like the Best01
The Tim Ferriss Show01

More trends

Episodes in the newest four weeks:

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