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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The Master Investor Podcast with Wilfred Frost · AI Could Turn Software Into “Dumb Data Pipes” | Dom Rizzo · 8 Jun 2026 podcast

As long as the scaling laws hold and you can keep doubling your intelligence for every 10x compute, again, roughly speaking, I think this is a dynamic.

And then people say, well, isn't intelligence enough at some point?

And I think if you just think about IQ, that may be the case, right?

What's the difference between a 160 and a 170 IQ?

I don't know.

You don't know.

No one knows.

If you think about intelligence as task completion, that's very different.

And even today, as much as I love my codex, there's a bunch of tasks that still gets wrong.

And in six months, it'll be better.

And a year from now, it'll be better.

You've got to get the stock selection right.

You have to get individual stock selection right, and that comes down to the framework.

So linchpin, let's start with the first part of the framework.

Yeah.

Look, I think that this is the beauty of active management, right?

And what is my job?

My job is to pick relative winners and relative losers by following the framework.

So another way you're asking the question on my framework is whose linchpin status is getting stronger and whose is getting weaker, right?

Is AI, you know, positive to your business or is it negative?

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