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 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jun 2026 with 1.
Appearances
So truly aggregate enterprise software, which we haven't had in the enterprise.
We've had it in consumer, right?
We've had aggregators in consumer, Google and Meta being the two most famous.
But I think what will happen over time is ChatGBT and Claude, specifically those two, will end up sitting on top of basically the entire enterprise software stack.
And almost everything else will end up being a dumb data pipe into those two.
So you wake up every day and you start your day with ChatGPT or Claude.
You don't start your day in Microsoft Word or Outlook or any of these other historically really important applications.
So let's go through Microsoft specifically.
So Microsoft, basically, you can think about it in two businesses.
You have the cloud business and you have the application software business.
There's a lot more underneath it, but just for ease of use.
The cloud business, they're very well positioned.
Microsoft Azure grew 40% over your last quarter.
They are making this trade-off because they took their foot off the accelerator on the CapEx budget between their products business, their first-party applications business, and their cloud business.
So where do the GPUs go?
Really hard question.
Because they have to defend their core, which is what?
Which is Copilot, Word, Excel, Teams.
Yeah.
And they have a lot of really nice applications that if they can get that knowledge graph working together, I think they can provide a good enough solution for most people.
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