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

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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

There's the NAND side as well.

There's more players who could do that.

And the Chinese are coming quickly.

And we could talk about that.

What's happened is in an agentic system, again, this agent being the big takeoff, memory consumption is like 5 to 10x.

And so you're writing all this code, and guess what?

You're hitting the DRAM a zillion times.

And what happened is these companies, because 22 was such a weird downturn, they really slowed down the CapEx investment.

And memory is one of those businesses where there's a price of a bit, just like there's a price of an oil.

There's a price of oil.

There's a price of a bit.

And if there's a lot of demand for the bit, prices are going up.

And-

So what you've seen is a market that was way oversupplied go to a market that's way undersupplied with an increasing cost curve and a consolidated industry.

And that's why you've seen such incredible performance out of the stocks.

But I think it's really because going back to the framework, linchpin technologies, there's only three companies that can do this.

That's very essential.

Innovating and secular growth markets, memory.

continues to proliferate all around the world with improving fundamentals.

What happened the past 12 months?

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