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

Operating margins that are expanding or free cash flow conversion that's improving.

And finally, you want to make sure you pay a reasonable valuation.

The way you get earned in tech, I think, is you pay way too high of a valuation, and you can't compound from there.

So 2021 software stocks is a great example.

Or you buy a broken company, and it's cheap, and it's cheap for a reason.

So I just want to pay a reasonable valuation.

There's pockets that you can play, but broadly speaking, we've owned far more semis than software, yeah.

Yeah, so a couple of different elements.

So number one,

AI is a horizontal technology.

And what does that mean?

That means it's going to apply to every element of every use case.

And the area it's going to attack first is zero incremental cost products like software, right?

And I think what's happening in the enterprise is because you've had this magical chat GPT experience, your tolerance for crappy software has gone down.

How many times have you had this experience with your enterprise software?

It's just terrible.

I think the software companies frankly got fat and happy.

They had this beautiful business model, highly recurring, low churn that allowed them to focus on raising prices and overselling seats.

All of a sudden, you have this new technology in AI that not only gives the user a wonderful experience,

but could sit on top of the enterprise software stack.

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