PE firm's AI lead: coding agents could unlock $15M a year at one portfolio company
alex_verem · x · 2026-10-14
The AI lead at one of the world's largest private equity firms says AI could unlock $10–15M a year in development at one software portco. The company grew via acquisitions: 500 engineers maintain 20-year-old frameworkless PHP alongside modern services, with the org quietly split along stack lines. He argues AI coding agents are loosening engineers' lock-in to a single stack — but the catch is that agents currently struggle to understand such roll-up codebases, a real obstacle his engineers flagged.
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