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.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Aug 2026 with 1.
Appearances
Pricing pressure is probably causing some stuff on their balance sheet that they're not super excited to go share with the world in a filing documents.
So yeah, we're in the beginning innings.
There's an enormous amount of maturity that's coming our way.
I mentioned it before we started the show,
Apple's in a pretty unique position to be a hardware part of this because everybody's got these, and right now that's how you engage with these companies, by asking these companies using their app, which Apple gets a piece of over and over and over and over again.
So it'll be interesting to see how it evolves, but we're very, very early.
Most people are not using any model whatsoever.
Yeah, it's not hard for me to defend because again, pricing pressure, right?
Like, so we went through a phase, and again, you have to be of a certain age to remember this, where like software was all the rage and you went to a store and you bought software off the shelf and then you put it on your computer, right?
Don't do that anymore.
And effectively software is just an update and you don't pay anything for it, right?
You don't pay anything for operating systems and all that stuff anymore.
Like that's the pricing pressure that's just barely starting to happen with these AI companies, but will happen very, very quickly and will push press down hard because they all compete.
They'll be forced to do all of that.
There'll be enterprise versions of this stuff
for 40, 70, 80, a thousand companies across the globe, they'll compete for that.
And that pricing will stay a little bit juicy for a while, but they wanna be associated with every person on the planet using AI.
That pricing pressure is going to go away.
They're still gonna have to, and any money that they make associated with a 999 subscription,
Apple's getting a big part of that on this device, man.
Showing 121–140 of 467 · page 7 of 24
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