Dom Rizzo
speaker
104 appearances
1 recordings
1 series
first heard Nov 2024
last heard Nov 2024
Dom Rizzo’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsNo recordings in the last 12 months.Older appearances are listed below; set an alert to hear about the next one.
Appearances
You have to decelerate.
But I think that we can see very high orders of magnitude as we go from an AI chip market of $45 billion in 2023 to $400 billion by 2027 and $500 billion by 2028.
It's like saying having an app or an internet web page is a differentiator.
I actually don't know if it's going to be a differentiator for normal companies over time.
I think the question is, is AI a sustaining innovation?
Does it make the big companies stronger?
Or is it a disruptive innovation, right?
Do smaller companies with lower cost structures and different ways of doing business, are they able to enter the market and be able to take a lot of share from the traditional companies?
I think it has to in order for the AI wave to continue, right?
You need the revenue growth acceleration for the rest of the market in order to happen.
You can't just rely on a capex cycle forever.
But I think there's plenty of innovations and applications turning up that will justify the continued spend beyond just the max seven.
What does that mean for the overall economy?
That probably means a few things.
Lower taxes and deregulation for businesses, but it also means tariffs on products coming in from outside the US.
And if you think about all these different business leaders all around the world, they didn't know where they were going to go build that next new factory.
Did we build it in Vietnam?
Do we build it in China?
Do we build it in India?
Or do we build it in the US?
Showing 61–80 of 104 · page 4 of 6
← Previous
Next →