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

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When I take a step back, I think we were really early to this concept of parallelism being very important for training in AI.

And that led to a sizable investment in NVIDIA, which in hindsight, obviously, was right.

I think we've navigated the different trends in AI quite well, whether it's the rise of memory, optics, agentic, CPUs.

We were fairly early to the rise of open AI and anthropic as well.

When I did the anthropic round...

last summer and the global technology strategy, they were just doing $5 billion of run rate revenue.

They've now announced they're doing $47 billion of run rate revenue just nine months later.

So this has been such an exciting time.

And I'm just so grateful to be at a platform like T-Row, where I'm given the resources to try to consistently outperform, to have a great team.

And then I think a lot of it's the framework.

And that's the thing that can help us navigate, hopefully, the up markets and the potential down markets along the way.

Yeah.

Well, I said I love economic history.

I did a year at the London School of Economics.

Let's kind of put it in economic history terms.

I think AI has the potential to be the biggest productivity enhancer for the global economy since electricity.

And electricity, roughly, added 1% a year to global GDP growth every year for 32 years.

I think AI is already smashing that.

I think there's a world where we see mid to high single-digit growth out of the United States consistently because of AI, nominal, not real.

Why is that?

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