Andy Cross

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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 over the last 12 months — 5 in all, peaking in Jul 2026 with 1.

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Motley Fool Hidden Gems Investing · What History Teaches Us About Today’s Market · 10 Jul 2026 podcast

And I think what we're seeing right now, the parallel with what I'm seeing is you're seeing the foundationals being laid.

Some of it is going to...

be exceptionally capital well spent, and some of it will be wasted, but you're seeing this capital being spent, being laid for the foundation of our transition.

It was the PCs, it was the internet, it was cloud computing, mobile a little bit in there, and now we're seeing it with AI.

Well, certainly driving the revenue in the top line and probably the profitability, too, if you just look at the explosion from Anthropic and OpenAI and their revenue run rates tripling year over year or so.

But as I mentioned before, it was the fastest adoption, both OpenAI and Gemini, when they got rolling, they were behind the curve, got rolling from Alphabet.

You did see this massive adoption from individuals.

So you have an individual that is probably a loss leader, most of them free.

maybe paying 20 bucks or 22 bucks a month for an open AI subscription.

But as you mentioned, Travis, the bulk of it is really coming from the AI adoption that is getting pushed into the enterprise level.

And that's been the big success with the likes of Anthropic.

But to be able to make those investments into that business, it's massive amounts of capital to be able to grow that business out, to be able to make the investments, not just in the model, but the

Salesforce, be able to build it out, all those kinds of things.

And so that takes huge capital.

We saw the parallel a little bit, but much more on the infrastructure side in the 1990s with the Telecom Act and the massive amounts of fiber that got laid.

And that was short-term very good in the markets and it was very bad in the markets, but that laid the foundation for what eventually became the internet and supported the AI infrastructure and AI usage boom now.

Certainly the power of the Wintel, the Windows and Intel combination with IBM in the 90s driving that and the near monopoly they had.

And you're not seeing that necessarily on the AI side, but it's really around the effectiveness side, the effectiveness that companies are starting to see more and more, not just to save money, but to drive revenue from using these AI tools like Anthropix, like Claude and Gemini and OpenAI.

But, you know, the parallel, though, with the 80s, the focus on companies and because most of us use personal computers for fun graphics, games, like you said, as a word processor, essentially, it wasn't until later that we started to see more and more of the benefits.

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