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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There's three factors that drive economic growth, solo economic growth model.

There's capital, there's labor, and there's productivity.

AI is this massive productivity surge.

But productivity surges come with capex cycles, right?

People chase the productivity surge and they get so excited and inevitably they overspend.

And the question people always ask me, have we overspent yet?

Right.

I don't think we've overspent yet.

To use an American analogy, you know, baseball, there's nine innings in a baseball game.

I think in the capex cycle, we may be in inning four or inning five.

So we're not at the beginning of the game.

We're not at the end of the game either.

It's not quite the beginning of the end, right?

But there's a whole other game, which will be what happens when the capex cycle cracks and how do we navigate that, right?

So I think this CapEx cycle can keep going.

And I actually think we got a pretty strong sign of that this week with Google raising $85 billion or equity or whatever the number ended up being.

So the last few months, Dan Niles actually talked about this on your pod.

I thought he did a wonderful job explaining agentic computing.

And what's the difference between just traditional gen AI and agentic computing?

Gen AI with a chat pod, you just ask questions to ChatGPT, or Gemini, or Claude, and it gives you answers back.

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