Engineering Alpha in Private Equity
By Paul Karner and Dave Mangot
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Image by Paul Karner and Dave Mangot
Category: Investing
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Episodes: 21
Description
Engineering Alpha in Private Equity is a podcast about how software engineering and data science excellence create operational alpha. Hosted by Dave Mangot, the author of _DevOps Patterns for Private Equity_, who has worked with operating teams at Thoma Bravo, Hg Capital, and other top-tier PE firms.
Co-hosted by Paul Karner, PhD, an economist with two decades inside PE-backed companies. Each episode explores the intersection of technology decisions and investment outcomes.
| Episode | Date |
|---|---|
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The State of Portfolio Ops 2026: AI Ops Titles, Forward Deployed Engineers, and the EBITDA Capture Gap
|
Oct 21, 2026 |
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Agentic Software Factories: Specialist Agents, Cutting Cloud OPEX, and Protecting Production
|
Oct 15, 2026 |
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Rethinking Incentives: (AI)ms vs. Goals and the Economics of Experimentation
|
Oct 06, 2026 |
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The New Calculus of Buy vs. Build: Claude Code, Undifferentiated Heavy Lifting, and Slashing COGS
|
Sep 30, 2026 |
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Meta's Experiment: Why You Can’t Outsource System Ownership to AI
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Sep 14, 2026 |
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The Developer Productivity Viper Pit: Why DevEx is Your Real EBITDA Driver
|
Sep 09, 2026 |
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Engineering Alpha Internally: Burning the Ships and the '30-Hour Analyst' Dividend
|
Sep 01, 2026 |
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The 15x Fallacy: Why Coding Speed Isn't Your AI Bottleneck
|
Aug 17, 2026 |
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Doing Math on Opinions: Why Bug Counts Aren't Science
|
Aug 05, 2026 |
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3 a.m., the 2x Productivity Cap, and the ceiling of AI Automation
|
Jul 28, 2026 |
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The 85% Inventory Trap: What 28 Million Workflows Reveal About AI ROI
|
Jul 09, 2026 |
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The AI "Hoax," Economic Accounting, and Nobel-Winning ROI
|
Jun 29, 2026 |
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Token Economics, Data Moats, and the Future of Tech Due Diligence
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Jun 23, 2026 |
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Double-Speed Baseball and the new SaaS Multiple
|
Jun 18, 2026 |
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The 'Maintenance Window' Red Flag & The AI Death Spiral
|
Jun 11, 2026 |
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The AI Amplifier Effect & Why Rework is Killing Your EBITDA
|
Jun 04, 2026 |
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Measuring the ROI of Tech Transformations
|
May 28, 2026 |
|
Uber COO questions tokenmaxxing
|
May 26, 2026 |
|
Finding “Free EBITDA” in Cloud Contracts & The AI Optionality Playbook
|
May 14, 2026 |
|
What's Engineering Alpha & Why You Can’t Just Rub AI on It
|
May 05, 2026 |
|
Engineering Alpha in Private Equity Trailer
|
May 01, 2026 |