The AI Drop

Is physical AI ready for primetime? Recorded live at Citi's Robotics and Physical AI Conference, this episode captures a market at an inflection point, maturing in "dog years" as it accelerates from demo to deployment at breakneck speed. Host Anna Gressel is joined by Shenwei Zhu, a Citigroup managing director covering industrial technology and robotics, and Lauren Schwartz, CISO and General Counsel of Centific, a global data and AI solutions company. Together they explore why data has become both the bottleneck and the moat in physical AI, how investors evaluate robotics companies on unit economics and customer value, and why the winning proposition is to sell measurable outcomes. Shenwei and Lauren also weigh liability gaps and offer founders hard-won advice on capital and data strategy.

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In this episode, host Anna Gressel is joined by Freshfields Partner Melissa Hodgman, a former SEC enforcement official, who traces that arc from the SEC’s interest in pattern-spotting tools built after the 2008 crisis to today's "AI washing" disclosure cases and other areas of SEC enforcement interest. As Melissa puts it, “you can delegate decision-making to a machine, but you can't delegate liability.” For years, enforcement turned on what a single person knew — knowledge firms could contain with walls, locked doors, and policies. Melissa explains why a learning system that moves information across an organization makes that a far harder question: what did the system know? From there she unpacks how investor protection shapes the agency's interest in agentic AI, and what belongs on a general counsel's hit list. Her closing advice — engage regulators early, and treat securities law as principle-based.

Download the transcript here