SF Tech Week 观察：智能体之后，基础设施成焦点

阅读原文：https://t.co/iZJseQr6YI

阅读原文： x.com/GenAI_is_real/… Guitar Cat + LLM 「NOT @ COLM」 @GenAI_is_real My biggest takeaway from SF Tech Week: the center of gravity has already moved. Last year everyone was talking about agents. This year, a lot of the interesting conversations were about everything agents need once they actually start working: routing, search, data, evals, observability, latency, inference cost, GPUs, deployment, reliability. The question used to be: Can an agent do this? Now it increasingly feels like: How do we make a million agents do this reliably, cheaply, and controllably? That shift matters. Companies like Tavily are a good example. Most end users may never know the name, but a huge number of agent workflows need search and web retrieval underneath. Once agents become real products, the boring-looking infrastructure around them becomes extremely valuable. Another thing Tech Week messes with is your perception of startup outcomes. You meet founder after founder who raised, got acquired, or somehow went from starting a company to becoming a VP / GM / Head of X at a much larger company in a few years. After hearing enough of these stories, your brain starts treating this as normal. It obviously isn't. Tech Week is basically the Instagram feed of the startup distribution. You are meeting people from the far right tail. The companies that ran out of money, never found PMF, or quietly dissolved are not usually on stage telling you their story. And even we got acquired can mean very different things: a great strategic outcome, an acquihire, investors getting some money back, or simply a soft landing. Startups don't just increase expected upside. They massively increase variance. One other thing I kept hearing was FDE: Forward Deployed Engineer. The role is interesting because it blurs boundaries that used to feel much cleaner. Engineer builds. Sales sells. PM translates. But more and more, the valuable person seems to be someone who can talk to the customer, understand the business problem, talk to engineers, turn ambiguity into something executable, and actually ship it. Engineer + Product + Consultant + Sales. I increasingly think this is less a job title than a survival skill. AI is already crawling into every industry and every workflow. So maybe the interesting question is no longer what AI can do. It is: What workflow has not been rebuilt yet? And after spending a few days around all of this, I came away with two contradictory feelings: How is everyone here doing something this ambitious? And: Maybe I should be doing more too. The Bay Area has never had a shortage of ideas or smart people. The scarce things are judgment about what is worth doing, the willingness to stay with it for years, and the ability to get other people to care. 🔗 View Quoted Tweet 💬 0 🔄 0 ❤️ 0 👀 101 ⚡