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

So the benefit, really, the ROI really was accruing to the corporations.

Lou, you're right there.

Well, there might.

Yeah, I think there will be absolutely that what we're what the AI foundation they're laying today will will set up, whether it's robotics or other innovations.

The seeds they're planting will become the oaks of that eventually.

But like we saw in the 2000s, Travis, between 2000 and 2010, we basically had these two massive crashes where the market lost well more than 50% of a drawdown and shook out a ton of investors.

Meanwhile, as you mentioned, 2004, we had Alphabet go public.

I think Alphabet's market cap that day went public with something around 20 billion compared to where it is today, right?

So you saw these massive success stories

of these companies, as you said, maturing and building up on the technologies that were laid the decades before.

I think we will see that on the AI side.

We undoubtedly will see some big winners over the next 10 years from companies that are not even created right now.

They're just a dream in somebody's head.

So we'll see those innovations.

I do think because of the capital required to build out this infrastructure,

Make these investments in the large language models.

Yes, it is possible to do it more cheaply, but it is on the backs of these NVIDIA chips.

We saw what happened with Grok announcements this week when their effectiveness that they are seeing now with their new model on top of the NVIDIA chips.

So it just takes so much capital.

I do think the big players will continue to be the winners.

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