Andrew Parish
speaker
467 appearances
2 recordings
1 series
first heard Jan 2026
last heard 5 Aug
Andrew Parish’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Aug 2026 with 1.
Appearances
So First Republic Bank, like two and a half years ago, basically over a week turned into dust
Well, who was the banker and bank that picked up all the pieces and gathered all the assets?
They had a huge wealth management organization there with hundreds and hundreds of billions of dollars in assets.
JP Morgan scooped everything up and a week later,
Nobody was thinking anything of it.
So it happens in spots where whether it's an organization, a hedge fund, an individual leveraged position, more often than not, you're going to find yourself on the wrong side of it.
We're in the first or second inning of the AI movement.
And the reason why I say that is because we're still asking questions about which models do this, which models do that, open source this, open source that.
There's no dominant model just yet.
And then at the same time, because the three of us are effectively in finance and tech, we use all this stuff on a daily basis, but 90% of people still don't use this.
90% of people don't sit on their phones and ask Super Grok or a higher end version of ChatGPT any questions, right?
They still Google stuff, right?
Or they ask their friend or, you know, if you're 60 or above, you're still scared of this stuff, right?
You're not using it in any capacity.
So we've got a long way to go here.
To Tillman's point about hardware, you know, for the next three innings, they're going to be the big winners.
There's going to be pricing pressure associated with
the big, the anthropics and the open AIs of the world.
Oh, by the way, they both pushed back their IPOs.
There's a reason for that.
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