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Andrew Gershfeld, general partner at Flint Capital.

The Biggest Consequence Of An AI IPO Isn’t The IPO Itself. It’s What Happens Afterward.

By Andrew Gershfeld The current focus on AI IPOs is largely centered on public market performance. Investors want to know whether these companies justify their valuations and how their shares will trade after listing. But everybody is watching the wrong metric. The more consequential story begins after the bell rings, when limited partners receive distributions […]

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AI Gateway Operating Model: Identity, Policy, Observability, and Cost Controls

TL;DR An AI gateway is only useful in production when it has an operating model around it. The gateway can route model calls, enforce token limits, apply policy, collect telemetry, and control tool access, but those controls do not define themselves. The practical work is deciding who owns routes, who approves model and tool access,

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The limits of physics AI: where Siemens says the human stays in charge

Physics AI can now explore thousands of design variations in the time it would take a traditional simulation to chew through a handful of them. Precisely up to 1,000 times faster, according to Siemens. What it cannot do is sign off a safety-critical part. On that, the technology has a firm limit, and Sam Mahalingam,

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