How M&A Buyers Price AI-Driven Developer Productivity Gains

In this episode of Tech M&A with Fexingo, Lucas and Luna explore how acquirers are now factoring AI-driven developer productivity into deal valuations. A new Google disclosure reveals the company fixed more Chrome bugs in June 2026 than in the previous two years combined, thanks to its internal AI tools. That kind of efficiency gain is reshaping M&A due diligence: buyers are asking targets for metrics on developer velocity, deployment frequency, and time-to-fix, and they're willing to pay premiums for teams that can demonstrate AI-augmented output. Lucas walks through recent market data—Microsoft up 18%, Oracle up 11%, IGV up 6%—as evidence that the market is rewarding efficiency leaders. But he also cautions that AI productivity tools are quickly becoming table stakes, so today's premium may vanish as the technology commoditizes. The hosts discuss how buyers are pricing both the current advantage and the risk of obsolescence, using real-world examples from recent software deals. #TechM&A #FexingoBusiness #BusinessPodcast #AIProductivity #DeveloperEfficiency #GoogleChrome #Microsoft #Oracle #Salesforce #Snowflake #Adobe #IGV #DueDiligence #Valuation #SoftwareAcquisitions #GenerativeAI #TechDeals #BusinessAndTechnology Keep every episode free: buymeacoffee.com/fexingo