Andy Cross
speaker
412 appearances
5 recordings
1 series
first heard Oct 2025
last heard 10 Jul
Andy Cross’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 — 5 in all, peaking in Jul 2026 with 1.
Appearances
Okay.
Well, it's interesting the pricing differential too between WTI and Brent and the global price, especially traded over in the physical asset, right?
Like traded overseas after the Iran conflict and how that has really changed.
And a lot of that is, or at least part of it is because of that, the fact that we are a net exporter of our own crude.
I think they only issued like 4% or 5% of the company or something like that, right?
Like $20 billion?
If you back out that, if you go ex-Saudi Aramco, which is its kind of own unique beast, I wonder what the next one would be.
Like a $50 billion valuation, I think, right?
Will we get three big IPOs this year?
There seems to be a little bit of a race to see who can kind of come.
It sounds like SpaceX is the first one kind of out of the gate, but OpenAI, Anthropic, Databricks has always been in there.
If Anthropic goes or OpenAI goes, I think the other one has to go.
Well, OpenAI, I think, is going to be a little bit more difficult.
They just need so much capital, more capital than Anthropic does right now.
And as we've seen over the past couple weeks, they're really trying to find what kind of company they are going to be and where they're going to focus on and how do they drive their enterprise subscription, which, you know,
A year or two years ago was all talk about OpenAI and Anthropic was this little kind of interesting bubbling upstart that's kind of mixing things up.
And now the narrative has completely changed and the world has really started to focus much more on the enterprise licensing and business model of Anthropic and how OpenAI can compete with that.
I don't know.
I think March 9th, 2000 was the date, because I just have that in my head, at least.
That's what I remember.
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