Dominic (Dom) Rizzo

speaker

610 appearances 1 recordings 1 series first heard Jun 2026 last heard 8 Jun

Dominic (Dom) Rizzo’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

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

Appearances

newest first · ▶ plays the moment

The Master Investor Podcast with Wilfred Frost · AI Could Turn Software Into “Dumb Data Pipes” | Dom Rizzo · 8 Jun 2026 podcast

I think the software companies frankly got fat and happy.

They had this beautiful business model, highly recurring, low churn, that allowed them to focus on raising prices and overselling seats, right?

And all of a sudden, you have this new technology in AI that not only gives the user a wonderful experience, but could sit on top of the enterprise software stack.

I think what will happen over time is ChatGPT and Claude, specifically those two, will end up sitting on top of basically the entire enterprise software stack.

And almost everything else will end up being a dumb data pipe into those two.

So you wake up every day and you start your day with ChatGPT or Claude.

You don't start your day in Microsoft Word or Outlook or any of these other historically really important applications.

The market is debating, is the capex boom sustainable?

And I think that's why this Google event of raising it.

This is the third most profitable company in the world raising equity capital.

This is not, you know, some small cap.

This is the third most profitable company in the world raising equity capital.

But I do think we're at this unique period of time where the game theory is who's going to spend the capital.

And why is that the case?

Because we've learned time and time again, compute equals revenue.

I'm going to say it again because it's so important.

Compute equals revenue.

Yeah.

So part of it's clearly timing, right?

Showing 1–20 of 610 · page 1 of 31