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.

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

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

Now it's not just recurring revenue.

You have to go fight every day to make sure you're in the token path.

Make sure that your usage aligns with your revenue.

And there's only a few software companies that are already usage-based.

So there's a business model change, there's a technology change, and then there's a crowding out effect.

So this is the last bit on software.

You know, $45 billion of recurring run rate revenue.

That money's coming from somewhere.

There's only so much in the IT budget.

And, you know, the question going forward is, is Salesforce a 7% growth company that's going to 3%?

Or is it a 7% growth company that's going to 10%, right?

Benioff is trying to do everything he can to get it back to 10%.

You know, if you made me wager, I'd say it's probably going, the growth rate decelerates from here, not accelerates.

So strategies vary kind of depending on around the world, but it's consistently the largest position.

So like you said, first off, I'm so lucky to have covered this space for the past 10 years.

One of my first meetings with Lisa Su, AMD was a $2 billion market cap.

What is it now?

Almost a trillion.

I remember having dinner with Lipu when he was CEO of Cadence in Barcelona, and he was explaining the importance of this technology called Serdes, which is probably the most important connectivity technology in the world today, a decade ago.

So I'm so grateful to all these- Lipu, now Intel.

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