Венчур по Понятиям | Street MBA | United States America (US)

Create: 2025-05-22 Update: 2025-07-07 02:22:34

Как небольшая команда нае#$ла всю Силиконовую Долину

Перехайпили свой AI
Достигли $2B валюацию
Приглашены на все элитные айти-конфы США
Создали массовую панику среди разработчиков

В 2024 стартап "Cognition Labs" обьявили о своем Devin AI, спозиционировав его как "Первый в мире AI разработчик".

Показывали как их кодинг-агент автономно выполнял таски.
Сразу пошли мемы как разработчики все в депрессии и без работы.

Показывали как:
- Писал код с нуля
- Сам ошибки дебажил
- Автономно заказы с Upwork принимал

Инвесторы и медиа офигели. Их залили примерно на $130M долларов инвестициями.

Но появились скептики.

Один ютюбер потратил несколько недель, чтобы проанализировать их презентации.

- По скриншаре понял, что Девин пишет код в несуществующие файлы (по логам)

- Создавал сам себе проблемы (баговый код), потом сам его чинил

- Потом выяснилось, что не такой уж автономный - всплыло что там обрезали кадры и между соседними сценами было минут 40 (по скрину с часами на компе)

- Многие таски команда искусственно помогала доделать

Доверие к компании подорвалось сильно.

Это пример over-promise and under-deliver.

Заявили, конечно, они о решении самой дорогой проблемы tech-индустрии - огромные косты на разработчиков, и обещали, что команду из 100 разработчиков можно урезать до 10.

Проблема такая в целом есть и я ее тоже считаю большой. Но вот что-то с деливери не срослось. А мы видим очередной пример того, как в Долине проходит порой due diligence хайповых стартапов.

Почему-то когда чего-то очень сильно хочешь, у тебя теряется критический анализ.

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Как небольшая команда нае#$ла всю Силиконовую Долину

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