Frances Schwiep

Frances Schwiep, a partner at Two Sigma Ventures focused on AI and machine learning, offers insights into the burgeoning opportunities in the AI ecosystem. She discusses what makes a great founder and the essential qualities to look for in early-stage investments. The conversation also touches on the promising $500B Stargate venture between OpenAI and major tech players. Additionally, the hosts share their evaluations of the S&P 500's new highs and the implications on market valuation, alongside noteworthy performances from companies like Netflix and GE Aerospace.