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In this episode of AI Across the Product Lifecycle, Michael Finocchiaro is joined by Elissa Ross (CEO, Metafold) and Rui Aguiar (Founder & CEO, Cosmon) to unpack what’s real vs hype in engineering AI—especially the hard part: 3D geometry, manufacturing workflows, and adoption inside risk-averse enterprises.  You’ll hear two contrasting approaches: • Cosmon: AI-native, agentic workflow orchestration across CAD/simulation/PLM.  • Metafold: geometry infrastructure—turning messy 3D representations into learnable, consistent features (so ML can actually work).  Chapters / timings 00:08 Intro + guests (Metafold, Cosmon)  00:33 Metafold: geometry → manufacturing decision intelligence  01:26 Cosmon: agentic tooling across design → production  02:41 “OpenAI moment” for engineering: why 3D ≠ text  04:53 AI adoption lens + why UX mattered (chat interface)  07:29 “One line in the middle of the screen” + product simplicity  08:39 How startups use AI internally (coding, support, docs)  10:05 Does AI change Agile vs Waterfall? (editors vs writers)  12:31 Where users “encounter AI” in Cosmon vs Metafold  14:28 Metafold’s “infrastructure” thesis for 3D learning  17:00 Integrating into legacy CAD/PLM workflows (API-first)  20:47 Skills for the next-gen engineer (first principles + AI)  25:29 Will engineers need to be more multidisciplinary?  28:34 Will there be an “OpenAI moment” for geometry? (skeptic take)  29:19 What’s next after LLMs/MCP/agents—bullish vs skeptical  33:30 Digital maturity: who can adopt engineering AI today?  37:10 “Lightbulb moments” + change management reality  40:03 Audience Q: IP protection + deployment options  42:25 Parting thoughts: disruption, adoption curves, staying grounded  43:56 Startup strategy: focus, survival, and narrow wedges  45:53 Where to meet them: GTC, Hannover Messe, etc.