Latest / Engineering Alpha in Private Equity
The 15x Fallacy: Why Coding Speed Isn't Your AI Bottleneck
In Episode 13, Paul Karner and Dave Mangot sit down with tech veteran Michael Frendo, the current CTO of New Relic (a Francisco Partners and TPG company) and former executive at Proofpoint (a Thoma Bravo company).
Michael strips away the hype of "vibe coding" and shares the hard operational realities of leading a thousand-person engineering organization through the AI revolution.
He reveals why a 5x increase in coding speed only yields a 15% overall efficiency gain, why Agile has created "bad habits" that are actively hurting AI deployments, and why the true P&L winners of the next 18 months…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.