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 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jun 2026 with 1.
Appearances
Yeah, it's the it's the that is the central thesis right now today on.
I keep looking at my watch to find out the date.
I don't know what today's date is, but June the.
June the 4th, 12.30 p.m.
British summertime.
Well, my life is a bunch of quarters back to back in a good way.
So compute equals revenue, right?
So...
What's a great counter case?
How would I steel man the argument against compute equals revenue?
It's that Dom, you were overestimating the return to leading edge intelligence and these N minus one models, the models that are almost as good are dramatically cheaper.
And if you have intelligence that's almost as good and 90% cheaper, why wouldn't you use that instead of the leading edge intelligence?
And so these are the rise of these open source models in China, which I actually think there's some really interesting ones.
Every software vendor in the world will tell you this.
I've never met a CEO of a software company who doesn't tell you, yeah, we do all of our hard work at the leading edge and then we go to N minus one the second we can.
And they so desperately want this to be true because they don't want to live in a capital intense world.
They don't want to move to Sparta.
They want to live in Athens where there's diminishing costs.
They have very high marginal profitability.
And that's not the type of technology AI is.
Showing 441–460 of 610 · page 23 of 31
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