Nancy Tengler

Nancy Tengler, CEO and CIO of Tengler Investments, shares her insights on the private market valuations of transformative tech like OpenAI. She emphasizes the investment opportunities in AI, SpaceX, and robotics. Brian Kirschman, Portfolio Manager at GQG Partners, expresses skepticism about AI infrastructure spending and highlights monetization challenges faced by companies like OpenAI. Their discussion delves into the balancing act of innovation and investor expectations in a rapidly evolving tech landscape.