Alon Bochman

AI for Investors. Ex-Google, Ex-Microsoft. Kaggle Master (Top 1%)

[Alon Bochman @AlonBochman]

Most "AI Agents" are just chatbots in a costume.

Gartner finds only 130 real agentic vendors out of thousands. Before you sign, ask:
1. Can it act, or just suggest?
2. Show me the failure mode.

The hype is free; the cleanup isn't.

#AI #AIAgents #Gartner #ROI

[Alon Bochman @AlonBochman]

Most "AI Agents" are just chatbots in a costume. 🤖

Gartner finds only 130 real agentic vendors out of thousands. Before you sign, ask if it can actually act or just suggest.

The hype is free; the cleanup is expensive.

#AI #AIAgents #AgentWashing #ROI #TechHype

[Alon Bochman @AlonBochman]

60% of investors expect "AI Roll-ups" to beat traditional PE IRRs. 🏢

The best AI deals aren't in tech; they’re in service businesses where labor was the bottleneck. Apply AI to back offices for software-like economics.

#AI #PrivateEquity #IRR #Rollups #Investing

[Alon Bochman @AlonBochman]

The best AI deals aren't tech companies.

They’re fragmented service businesses where human labor was the ceiling. 60% of investors expect "AI Roll-ups" to beat traditional PE IRRs by applying AI to unglamorous back offices.

Look where others aren't. #AI #PE #IRR

[Alon Bochman @AlonBochman]

@DennisonBertram Say no to tokenmaxxing! Instead of showing off that it's 250 agents, show off that it's pennies on the dollar! You can do that with https://t.co/oOPDuVjiTN (disclosure: mine)

[Alon Bochman @AlonBochman]

Employees aren't waiting for your AI strategy. 56% are using unauthorized tools. 🕵️

Don't ban shadow AI; channel it. It’s free market research for highest-ROI use cases. Build a strategy around what your team is hacking together.

#AI #ShadowAI #FutureOfWork #AIROI

[Alon Bochman @AlonBochman]

56% of your employees are already using unauthorized AI tools. They aren't waiting for your "AI Strategy"; they’re building their own with your data. Don't ban it; channel it. Shadow usage is free market research for your highest-ROI use cases. #AI #ShadowAI

[Alon Bochman @AlonBochman]

Stop underwriting AI 18 months after close.

With average hold periods hitting 6.6 years and deal targets requiring faster growth, AI isn't an afterthought. It’s a Day 1 thesis.

Diligence the data, the talent, and the plan *before* you sign.

#PE #AI #DealFlow #ROI

[Alon Bochman @AlonBochman]

Stop underwriting AI 18 months after close. 📉

With hold periods hitting 6.6 years and deal targets requiring growth, AI isn't an afterthought. It’s a Day 1 thesis.

Diligence data, talent, and plan *before* you sign.

#PE #AI #DealFlow #ROI #Diligence

[Alon Bochman @AlonBochman]

@boardyai building Flatiron Consulting, helping finance and legal teams actually ship AI projects that deliver real ROI instead of just strategy decks. want in on Boardy Pro

[Alon Bochman @AlonBochman]

@perborgen Say no to tokenmaxxing, Per! Show off your productivity instead on https://t.co/AEstcqh7AY (disclosure: mine). Let's bring sanity back.

[Alon Bochman @AlonBochman]

Gartner projects that 60% of AI projects will be abandoned by 2026. The reason? Poor data readiness. 🛠️

Your AI problem is almost certainly a data problem. Before you pick a model, fix your data plumbing. Bad data = faster garbage.

#AI #DataStrategy #PE #ROI #DataPlumbing

[Alon Bochman @AlonBochman]

Your AI problem is actually a data problem.

Gartner projects 60% of AI projects will be abandoned by 2026 due to poor data readiness. Before you pick a model, check your plumbing. Feed a smart model bad data, and you just get faster garbage.

#AI #Data #PE #ROI

[Alon Bochman @AlonBochman]

@TheStalwart They are using it — that's the whole story. Make "usage" the target and people optimize usage: token theater is the rational response to a dumb metric. Goodhart's law with a Claude subscription.

[Alon Bochman @AlonBochman]

@dabit3 100%. Spend Attribution tells you which sessions bought value, not why one eng spent 3x as much as a teammate for the same PR. That's craft, and it's measurable. I built https://t.co/AEstcqh7AY to score it from Claude Code transcripts. Same thesis, one level down.

[Alon Bochman @AlonBochman]

AI doesn’t bill like SaaS. It bills like electricity.

I saw a client hit their token limit in hours, not days.

Without model routing and FinOps, your bill is a surprise, not a budget.

Control the consumption or pay the premium.

[Alon Bochman @AlonBochman]

PE is built for the AI clock.

12% EBITDA growth is the new 5%.

Right now, you're buying the upside. Soon, you'll be paying to avoid a valuation haircut at exit.

The window is closing. Don’t be left holding a legacy P&L.

[Alon Bochman @AlonBochman]

AI’s grammar is perfect. That’s the trap.

1,400+ court filings were caught with fake citations because they 'sounded right.'

Don’t confuse fluency with accuracy. Build the test before you trust the demo.

[Alon Bochman @AlonBochman]

Your org chart is killing your AI strategy.

If AI reports to the department that hates change, nothing will change.

76% of leaders now have a CAIO reporting to the CEO.

Structure for speed, not just security.

[Alon Bochman @AlonBochman]

Most AI pilots don't fail. They just never end.

95% deliver zero P&L impact but bill forever.

The fix: Every pilot needs a 'kill date' in writing. No ROI by that day? It dies.

Stop building a graveyard.