AI narrative is shifting towards Google with its complete stack, says Plexo Capital's Lo Toney

For more, let's bring in Low Tony, founding managing partner of Plexo Capital. He's also a CNBC contributor. So, Low, let's talk about the full stack, the soup to nuts aspect, and whether it is rightfully so that Alphabet is being anointed, this kind of new upand cominging king of the AI race.>> Yeah. Well, first, thanks for having me. And I think yes, we're seeing the story right now is that the AI narrative is shifting towards Google.And it starts with the infrastructure layer. And my core thesis has alwa ...