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

And that's useful.

20 pounds a month, useful.

I think that's roughly.

I think over time, there's a huge advertising opportunity there, and we should talk about that and why OpenAI specifically is very well positioned for that.

900 million monthly active users, how will they know you?

I think they're going to have a home run advertising capability over time.

But with agentic, the big difference is the model can now go do tasks on your behalf.

So it's not just about raw intelligence, but task completion.

And the first use case of task completion was writing code, generating code, right?

And I remember meeting Dario three years ago in this little San Francisco office.

Now they have these big, beautiful, you know.

And there was a very strong focus on the company on two things.

One, chasing the scaling loss, and two, understanding code generation.

Because code generation is what unlocks the ability for the model to go do tasks for you agentically.

And that results in different types of compute that's needed.

So in a training world, the GPU to CPU ratio is eight to one, eight GPUs for every one CPU.

As we go to an agentic world,

that ratio becomes parity, one to one, if not two to one the other direction, two CPUs for every one GPU.

And that's why, since the beginning of the year, our largest bets have been AMD and Intel are just two of our largest bets.

So I think there's different elements that become more important.

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