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

So if you think about my start date is December 1st, 2022.

It's lucky timing is the day after ChatGPT launched, right?

And- I actually hadn't really realized that when I put the question together.

Yeah, November 30th, 2022 is the day of the ChatGPT launch.

And here I am lucky enough to have covered semiconductors for basically my entire career at T-Row, right?

2015, I was given small cap semis because no one wanted to cover them.

And then 2018 moved over to Europe, took over our European technology role.

And then in 2022, took over the global technology strategy.

And that, when combined with our framework, which I'm sure we're going to get into, led us to be early, right, and in size to the AI and semi-trade.

You know, I love economic history.

It's one of my favorite subjects.

And it became pretty clear that AI could be this incredible productivity cycle.

And productivity cycles come with speculative bubbles inherently, right?

Electricity, internet, trains, railroads.

Our job is to navigate that responsibly for our clients.

So fortunately, we've been early right and in size now, and now the game's still going, and we're going to keep trying to navigate that responsibly for our clients.

Yeah.

I think NASDAQ over that time is up 31% a year or something along those lines.

So you're way ahead of that.

Well, so I think a couple of things.

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