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
Great question for Apple right now.
Right now, we haven't seen any negative effects to Apple's business at all because of AI.
If anything, they've probably had a modest acceleration.
People are probably upgrading their hardware a little bit faster because, you know, their DRAM's a little light in their old ones.
They don't even know it's light, but, you know.
Sure.
Going forward, if Apple can't make the shift to agentic operating systems, it's going to be a major problem for them.
And I think we're going to start seeing the first agentic operating systems come out in 27.
Now they're partnering with Google.
Let's see what happens there.
But, you know, Apple's service...
is primarily driven by one big payment from Google.
It's $25 billion a year or whatever the number is.
Does that balance a power change as Google provides more AI?
These are all the questions we're asking ourselves internally right now.
Yes, active management really matters right now.
whose linchpin status is getting stronger or weaker.
And then you better have the revenue to justify the spend.
And so one reason I think we've seen such incredible stock performance year to date is because before Cloud Code, people didn't see the revenue.
People didn't see agentic taking off, but Claude Code and OpenAI Codex have opened everyone's eyes to, oh, wow, there's a huge enterprise opportunity here.
Showing 481–500 of 610 · page 25 of 31
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