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.

Trend

recordings per month · last 12 months

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

Appearances

newest first · ▶ plays the moment

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

And I think it's very interesting this cursor call option they've done, right?

Because they need a harness.

So the model is very important, the intelligence of the model, but the harness that surrounds it is also really important.

And actually that's the takeoff in Claude Code was you figured out how to harness the model really well.

And so I think the question is, can they create a strong digital enterprise solution between a leading edge model and a harness?

And I don't know the answer, but if they do, I know it's a big number, but I don't know the answer there.

So those are the puts and takes on SpaceX.

Compare that and contrast that with OpenAI and Anthropic.

So like you said, Anthropic, very focused on enterprise, has done a really strong job there.

OpenAI, focused on both, 900 million monthly active users, whatever the number is, and a very strong enterprise business as well.

Combined, those companies, based on the public reporting, look to be on a path to something like $200 billion of run rate revenue by the end of the year.

Who knows?

A lot could change.

That's the public numbers.

Combined, they're like $2 trillion of value, based on the public numbers.

That doesn't sound insane to me, you know, by any means.

So I think you have to think about all these differently and you have to see where the prices come and then you got to play the game on the field.

The question around SpaceX is can they take a leading edge model positioning, which they have a very strong leading edge model and put a harness around it and generate strong enterprise revenue.

Let's see, is kind of my answer.

I think you're raising a really good point.

Showing 521–540 of 610 · page 27 of 31