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

Obviously, I'm not going to kind of say what our plan is for a live deal, right?

But let me go through kind of how I think about the different businesses and the different puts and takes, and then how I kind of compare and contrast their positioning in the AI world versus OpenAI, Anthropic, and Gemini.

So number one, I think launch is an incredible business, right?

I mean, they're the only ones in the world that can launch rockets and land them.

My three-year-old has never lived in a world where we can't catch rockets.

Isn't that an amazing thing?

That's a good way of saying it.

And every Saturday we get up and we watch rocket videos.

Yeah.

And then there's connectivity, right?

Starlink, I think really interesting questions.

What does that mean for, you know, communications all around the world?

Well, so I think if you had a lot of fixed assets into areas that can now be addressed by satellite communication, which is really strong, I think it does kind of beg questions.

I don't know the answer, but it's something to think about.

Okay.

Then on the XAI side, they have unique data in the form of X. I do think, you know, there's this trope going around the internet now.

Elon is the best at turning atoms to electrons.

I mean, he's really good at building stuff.

He's great at building data centers.

I think that's true.

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