Jimmy Bijlani is the founder and CEO of AI Momentum Partners, a senior-led firm that puts a dollar figure on the AI opportunity before a PE-backed company spends a cent, then embeds operators and engineers to capture it. He spent close to a decade at Google running professional services for Gemini and built the tech strategy practice at BCG. In this conversation he lays out why most AI spend never reaches the P&L, and what the companies getting real margin out of AI are doing differently.
You'll Learn:
- Why "AI adoption" is a feeling, not a number, and the Tuesday-to-Wednesday test that exposes it
- How the bar in private equity shifted from the rule of 40 to the rule of 60, and what that demands of an AI program
- Why handing AI to IT or a Chief AI Officer usually stalls, and who actually needs to own it
- The case for starting with the P&L and letting the tooling decision fall out of the strategy
- How a 90% license-adoption number hid a structural zero in EBITDA impact
- How one automation on software the client already owned produced about $700K in NPV
- What "sticking around to deliver" looks like: forward-deployed engineers and an embedded senior operator
- The three questions a CFO should ask on Monday to tell a real AI program from activity
Chapters:
00:00 - Activity vs. a real AI program
00:27 - Who Jimmy is and who AMP serves
01:21 - The one takeaway: tie AI to the P&L
03:08 - What AI Momentum Partners actually does
05:24 - Where the AI-to-profit gap first showed up (inside Google)
07:52 - Who should own AI? The Chief AI Officer problem
11:26 - Where to start: the P&L before the platform
14:31 - Case study: a PE-backed vertical SaaS company
17:29 - Why the CEO brought them in
18:14 - What the diligence found: 90% licensed, 60% legacy
22:00 - Telling people the hard truth without losing them
25:34 - Getting managers onside when headcount is at stake
28:42 - Why they built on tools the client already owned
32:00 - The first automation: pro-serve docs and $700K NPV
34:08 - The after-state and the real return
36:49 - What "sticking around to deliver" looks like
40:16 - Why PE targets don't connect to AI work
42:28 - What boards will demand in a few years
45:28 - Close
Listen on Spotify: https://open.spotify.com/show/3OlTNvh2FGlE4VJyCrMJVE
More Expert Interviews: https://www.checkpluris.com/expert-interviews
Proof of Work is the podcast of Pluris, a platform connecting investors and operators with the world's leading applied AI experts. Each episode features the builders, operators, and investors who've actually put AI into production, turning it from buzzword to bottom line through sharp case studies and practical conversations. We explore how AI is used to grow revenue, expand margins, improve operations, and create measurable value inside real businesses.
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