Lo Toney

Lo Toney, founding managing partner at Plexo Capital, shares insights on tech-sector trends and mega-cap earnings. He highlights AI-related capital expenditures and their impact on big tech companies like Meta and Microsoft. Toney also discusses competition from AI-driven browsers threatening Google's search dominance. Furthermore, he explains the complementary role of quantum computing to GPUs and how this advancement may enhance AI efficiency. All this comes as the market hits record highs and anticipates more gains.

Lo Toney, fund manager and former angel investor at Plexo Capital, discusses his transition to fund management, the importance of patience in early-stage investments, the diligence process for managers, and the strategy behind selecting LPs. They also explore the significance of empathy in startups, the importance of non-performance factors in raising funds, the significance of Distributed to Paid-In Capital for institutional investors, the value of non-consensus viewpoints in venture capital, applying first principle thinking in early-stage startups, building a strong LP base, and Plexo Capital's global perspective.

Investment experts Joe Terranova and Lauren Goodwin, along with other panelists, analyze the stock market sell-off triggered by Fed Chair Powell's statements. They discuss bond market reactions, managing inflation expectations, tech trade insights from Lo Toney, and key levels to watch amid uncertainty.