This is a boom time for AI but challenge is to separate signal from noise: Plexo Capital's Lo Toney

Let's welcome in low Tony. He's Plexo Capital founder and managing partner with me here on sets. Good to see you. >> Good to see you.>> What do you make of what Bezos said. >> I think what he said is spot on. I truly do believe that this is a boom time for AI.But the question becomes, and we talked about this with your colleague John on overtime, what's the analogy here. Is this, you know, more of a a buildout of the dark fiber that unfortunately the Worldcoms of the world were not able to benefit from beca ...