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 months

Recordings per month over the last 12 months — 2 in all, peaking in Aug 2026 with 1.

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There's 4 billion of these things on the planet.

There's 4 billion iPhones that people are using.

That is, that's a moat.

That is a meaningful moat.

Yeah, I'm not talking about, you know, a share of something.

I'm not talking, you know, does OpenAI have 40% of the AI market or does Apple, Siri have 37?

I'm not talking about that.

I'm talking about revenue, right?

I'm talking about revenue.

Like no matter what revenue models do for AI companies, up or down, sideways, or over time press down because that's just how markets work.

Apple's just gonna keep making money because you gotta download it on here and then use it on here and then pay for it on here.

So, you know, it's a thesis.

By the way, I'm not going to completely co-opt this thesis.

I've got a buddy in the wealth management space named Josh Brown.

He's been talking about this for about a month.

So, you know, I'll just cop to it.

I co-opted it from him, but I agree with him.

I think Apple ultimately is going to win this movement from a revenue standpoint because you got to use it on this stuff.

I mean, the user interface.

Yeah, for sure.

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