AI SRE 赛道因过早炒作遭买家质疑

dex · @dexhorthy · X·2026-08-22 00:08·3天前
AI 导读

Dex Horthy 指出,AI SRE 虽当前杠杆极高,但约 18 个月前大量团队未能兑现承诺,导致买家普遍持怀疑态度。他提醒,过早宣传“模型将聪明 2 倍”易损害公司或整个品类的信任,过度超前与落后同样危险,需紧跟实际能力或果断转型。

dex@dexhorthy
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AI SRE 赛道因过早炒作遭买家质疑

2026-08-22 00:08· 3天前
AI 导读

Dex Horthy 指出,AI SRE 虽当前杠杆极高,但约 18 个月前大量团队未能兑现承诺,导致买家普遍持怀疑态度。他提醒,过早宣传“模型将聪明 2 倍”易损害公司或整个品类的信任,过度超前与落后同样危险,需紧跟实际能力或果断转型。

there is something to be said for “skate for where the puck is going” in terms of “talk and prep for when models get 2x smarter”

But also it’s a really easy way to kill trust in your company or entire category if you get the timing wrong.

AI SRE is a category that is very high leverage now, but because so many teams failed to deliver ~18 months ago, all buyers are incredibly skeptical

Same with teams building coding agents that preached the “let the model write code the way it wants, don’t fight it” in 2025 (I caught this bug for a bit myself but it has passed quickly and violently)

It’s just as easy to miss the puck by overshooting vs undershooting - keep your head on a swivel and stay in touch with capabilities of what’s actually possible, or be ready to chuck it all and do something completely different