It's not just the AI. The post mentions poor choices because of a product management mindset instead of engineers leading the PMs.

Only part of the article I disagree with a bit. I'm willing to bet most infrastructure PM's at CF are technical people with engineering backgrounds.

I think what's more likely the culprit is the desperation to claim ground. They (and many others) want to rush out an answer to all of AI's new challenges out of fear of being beaten to the punch.

It usually leads to a complex, almost incoherent product suite.