OpenAI is looking to control entire vertical stack of AI, says Plexo Capital's Lo Toney

Let's discuss all of it with Lo Tony. He's founding managing partner at Plexo Cap Capital. He's also a CNBC contributor.Lo, it's so great to have you here. I mean, Matt went through everything that OpenAI is doing. Obviously, now they are partnering up here with AWS for compute as Microsoft's right of first refusal expired, but it doesn't seem like Microsoft is going to be too poor off right now.They've obviously been making some of your own deals. Can you sort of size up where we are in this space right no ...