Latest / Engineering Alpha in Private Equity
The New Calculus of Buy vs. Build: Claude Code, Undifferentiated Heavy Lifting, and Slashing COGS
With generative AI tools making code generation faster and cheaper than ever, Private Equity deal teams and portfolio company executives are re-examining off-the-shelf SaaS software. Why pay six-figure SaaS subscriptions when an engineer can spin up a custom tool in days? In Episode 17, Paul and Dave re-evaluate the classic "Buy vs. Build" decision through an operational and P&L lens.
Revisiting Jeff Bezos’s concept of "undifferentiated heavy lifting," Dave and Paul outline why code generation is only a fraction of the true cost of software ownership. They analyze real-world case…
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