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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I don't know how much of it was, hey, we're trading at a reasonable valuation now, 27 to 30 times.

Like you said, they bought back stock lower.

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.

And it was a great pod, so I'll reference it again.

The one place I really disagreed with Dan was that OpenAI was writing checks that it couldn't cash.

I think Sarah, Sam, and the entire OpenAI team were very, very thoughtful in locking up compute capacity early.

And guess what?

Go listen to what CC Wei said last night.

26, 27, you know, potentially out to 28.

It's very hard to get capacity right now.

And compute equals revenue.

And if that is the case, I think it leads to a more sustained CapEx boom.

I don't know.

I think the world changes.

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