Michel Del Buono

speaker

515 appearances 1 recordings 1 series first heard May 2026 last heard 22 May

Michel Del Buono’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 May 2026 with 1.

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If they're going through an SPV, what's the characteristics of that SPV?

Why are you paying for that?

You know, if the stock shot up 15x, what is the implied valuation of your open AI position inside of that?

Is it

trillions and trillions.

So these are all the questions that you need to sort of, you know, there's been a lot of momentum to your point.

These things sort of jump up in price and you wonder, you know, the implied return that's required inside.

Can can those things actually meet

the implied return inside to actually make the stock a good price.

So it becomes like any other stock investment at that point.

You just have to look at the underlying pieces and understand them, except that there's the additional complexity.

How did they get this thing?

Is it through an SPV?

Is it through an L2 SPV?

What did they pay for that?

How much of the sort of return is going to be taken away along the way from the carries and the fees before you get it?

I just don't know the details of these different things, but these would be the questions I would ask.

It did come back down to normal.

This is why there's a proliferation of all these SPVs to start with.

And this is another manifestation of that demand, right?

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