Latest / Engineering Alpha in Private Equity
Meta's Experiment: Why You Can’t Outsource System Ownership to AI
When Private Equity boards attempt to capture AI returns, a common line item targeted is engineering headcount. In Episode 16, Paul and Dave analyze a recent LeadDev report detailing Meta’s attempt to shrink engineering teams around AI agents. While Meta saw a staggering 220% increase in code commits, only 36% made it into production, while technical incidents jumped 40% and time spent firefighting production outages exploded by 70%.
Corroborated by broad industry data from DX showing a precipitous drop in Developer Experience (DevEx) scores, Dave and Paul break down why "token-maxing"…
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