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 over the last 12 months — 1 in all, peaking in May 2026 with 1.

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Sourcery · Inside Marc Andreessen & Ben Horowitz's Multi-Family Office (Part II) · 22 May 2026 podcast

So that's the problem.

No, no.

So I think it's really early days.

A lot of private equity companies have operational teams that go in and help companies.

I think they're only starting to use AI at this point.

So I think it's very early still.

The hope is obviously that you can, you know, AI, what it really allows you to do is develop sort of customized software very cheaply, effectively, right?

Simplify processes, automate them, turn them into natural language.

All those things should have huge benefits for a private equity backed company that's trying to get more efficient.

But I'd say, and I'm making gross generalizations, I'm sure there are exceptions, but most PE firms have yet to sort of fully

Well, it's a new technology, right?

So have yet to fully build that into all their operational improvements.

And so I think the firms that are successful at that will really be able to improve the profitability of their underlying companies.

So it should be a huge benefit.

And I think the benefits will accrue to those who really embrace this.

But large organizations are slow to move.

They have their processes, their formulas, their things that they've done successfully in the past.

People just abandon all that and immediately jump to a new thing.

That's on improving the performance of your private assets.

The data center is an entirely different question, which is, can we actually build these things in time?

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