
Investors are debating whether generative AI will disrupt incumbent software companies. We believe the more compelling investment question may be different: Which organizations can harness AI to amplify human productivity?
02.11.2026 | 05:30 Uhr
Recent comments from technology executives suggest this dynamic may already be emerging. Cloudflare CEO Matthew Prince has described team members becoming "two, 10, even 100 times more productive," while Affirm founder Max Levchin has discussed the emergence of the "10,000x engineer."

The precise multiples matter less than the underlying observation: With new tools (like Anthropic’s Claude and OpenAI Codex) engineer productivity may be accelerating faster than engineer compensation.
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