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Markets2026-08-12 · source-backed
Strattam Capital managing partner Bob Morse's account in Crunchbase News gives the number behind "AI-native vs AI-sprinkle": full legacy rewrite in 15 weeks against an 18-month plan, reduced headcount, 34 customers migrated with positive feedback (Crunchbase News). His diagnosis of why most companies stall is the transferable part: bolting AI onto unchanged processes gives 10–20% gains that plateau near 30%, while restructuring job definitions and team boundaries around agent capability is what produces 3x. Rare PE-side account of an incumbent rebuilding rather than a startup displacing.
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