Latest / Engineering Alpha in Private Equity
3 a.m., the 2x Productivity Cap, and the ceiling of AI Automation
In Episode 11 of Engineering Alpha in Private Equity, Paul Karner and Dave Mangot react to a recent Anthropic ad showcasing Claude Code automatically fixing a production bug at 3 a.m. While the ad promises a "find it, fix it, and ship it" utopia, Dave and Paul deconstruct why this is a dangerous fantasy for most mid-market PE-backed companies. They reveal why CTOs who have trained their engineering teams on AI are hitting a hard "2x productivity cap" — generating code faster, but failing to actually ship it.
This episode is a roadmap for the actual systemic changes (like platform engineering…
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