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 · last 12 months

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

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You have to play the game on the field.

And the game on the field three years ago was not capital-intense business models.

Why did the MAG-7 outperform the rest of the market?

And why did Passive gain so much share, right?

Why did Passive gain share?

It was because MAG-7 outperformed the rest of the market, I think.

I think what happened before November 30th, 2022, was that these companies had effectively perfect business models...

local dominance, and we're the perfect aggregators, right?

They controlled demand, they commodified supply, and they were free cash flow machines.

Everything changed with AI.

And why is that?

And it's because the scaling laws, going back to that original Dario meeting.

Effectively, people can quibble about the exact relationship, but if you spend 10x the money, you get 2x the intelligence.

And that's held.

And as long as that holds, and you believe that there's a very high demand for leading edge intelligence,

it leads you to spend more money.

And it leads you to compete with your competitors.

Because if you're spending the money, you've got to get an ROIC on that.

And guess what?

Now you have to go into search more if you're Microsoft or defend your turf from ChachiBT and Claude.

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