Michel Del Buono

“You are the CIO of A16Z Perennial. I like to call this Mark and Ben's multifamily office — it is the wealth management fund of A16Z.”

“The real challenge, I think, for people is how do I trade these things off? And that's where having a multidisciplinary kind of background is really important because each of those silos doesn't know enough about the other one to trade them off.”

“VCX, who is a sponsor of Sorcery... they went public and their stock shot up 15x. Like there was just so much demand because they had big names like OpenAI, SpaceX, Anthropic... I do know that VCX is direct on the cap table and it did weight back down to a normal price.”

“Hanan Hoppy from Exowat... they are providing renewable energy, sustainable solar powered energy to data centers, hyperscalers. And what he's seeing on the ground is a lot of these announced data center projects are not happening.”