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 months

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

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There's a big unknown about what that market looks like.

But if robotics is going to take off, NVIDIA is going to be the lead dog in that.

Well, they need to find something next from the iPhone.

They have watch, they have services.

I mean, if you just think about when the iPhone came out in 2007, I mentioned that earlier, it took some time for it to really kind of take off.

It was tied to AT&T and all those kinds of challenges that we had, but it really wasn't until the App Store came along

that they started to really build out that ecosystem and then allow them to tie into the services.

So that's been the big growth driver.

I mean, the iPhone has been revolutionary, probably the greatest invention of the last, you know, at least 50 years, I would say.

Meaningful when you think about the impact wider.

So what is next for them?

And then how does AI play into that, whatever next is?

That's the big question I have for Apple and the new leadership team there.

And Trav, I do think John Turner is the new incoming CEO at Apple is in a pretty good sweet spot.

The experience he's bringing in across the Apple system, I think gives him he's he's potent.

I do think he's the right person for that job.

And I'm glad to see him take over the CEO role.

Well, gosh, I guess it's the customers, right?

That's the big question.

If the customers start pulling back, that's just obviously going to be the big question for TSMC.

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