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In our first dedicated research episode, Dave and Paul are joined by Nathen Harvey, who leads the DORA (DevOps Research and Assessment) program at Google Cloud. For over a decade, DORA has proven that elite software delivery performance is a leading predictor of organizational performance, including profitability and market share. In this episode, we unpack DORA's latest findings on Artificial Intelligence to show operating partners exactly why "rubbing AI" on a portfolio company won't work without the right foundational capabilities.

Nathen breaks down the dangerous reality of AI as an amplifier: if you speed up code generation but ignore your existing bottlenecks, you will actually reduce your overall output.