
Episode #19
The AI Drop #18: What's a Robot Worth? Valuation, Data & the Power of Physical AI with Shenwei Zhu and Lauren Schwartz
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. Connect and Learn More ☑️ Lauren Schwartz | LinkedIn ☑️ Shenwei Zhu | LinkedIn ☑️ Anna Gressel | LinkedIn ☑️ Freshfields ☑️ Subscribe Apple Podcasts | Spotify | Amazon Music

