The Crunchbase News AI article presents a compelling anecdote, but its broader argument—that AI's true value requires a complete business overhaul—may overstate the case. While organizational change is undoubtedly part of the equation, the piece risks creating a false dichotomy between 'AI-sprinkle' and 'AI-native,' potentially dismissing incremental gains as a 'trap.' In our view, for most established companies, the path to 3x gains will likely be a messy combination of both evolutionary tool adoption and targeted revolutionary shifts, not a binary choice. The more critical second-order effect to watch is whether this rhetoric pressures other PE portfolio companies into disruptive reorganizations that may not fit their specific operational realities or customer commitments.