The Simple Reason AI Strategies Keep Falling Short
Your portfolio companies can all buy the same AI models, so why are so many of their AI investments delivering expensive loops of re-prompting and confidently wrong answers?
Rich Ham argues the real gap isn’t the technology but the niche, proprietary data and hard-won category expertise that general-purpose models simply can’t find online.
Using procurement as a cautionary case, where suppliers control the information and a polished AI analysis can rubber-stamp a bad multiyear deal, he lays out the questions every PE firm should ask before funding another AI initiative or paying a premium for an “AI-ready” business.
