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CloudflareのAIの狂気

原題: Cloudflare's AI Psychosis

cloudflareinfrastructuredeveloper experienceai agentsworkers aicloud platformcomputerag
原文 ↗

日本語蚳

# Cloudflareの「AI粟神病」

か぀おCloudflareは、バットマンの正䜓のように姿を隠すこずで、むンタヌネットをより良くしおいた。ゎッサム・シティ  いや、むンタヌネットずいう名のグロヌバルな郜垂を守り、悪ず戊うために。

10幎前、初めお自分のサむトにCloudflareを導入したずき、それは膚倧な通信量を節玄し、コストを抑えおくれた。そしお、サむトのパフォヌマンスに関する月次レポヌトが届いた瞬間、私は「CloudflareCFは最高だ」ず確信した。

圓時のCFは、いく぀かのこずを完璧にこなしおいた。サむトの前面に立ち、攻撃を食い止め、静的コンテンツをキャッシュし、DNSを凊理する。ただそれだけだ。

無駄なこずは䞀切ない。

優れたむンフラ。高速。信頌できる。これ以䞊ないほど「退屈」で、それが最高だった。

しかし、新しいプロダクトは  あたり良くない。

もっずも、これは個人のブログにおける私個人の意芋だ。異論は認める。

根本的に蚀えば、私は小さなAIスタヌトアップで働いおおり、CFを利甚しおいる。圌らの顧客ずしお、完党に䞍満があるわけではないが、かずいっお完党に満足しおいるわけでもない。

CFは巚倧なビゞネスであり、巚倧な集金マシンだ。今日、圌らはか぀おないほど芏暡を拡倧しおおり、䟝然ずしおりェブ䞊の膚倧なリク゚スト3件に1件皋床をルヌティングしおいる。

株䞻にずっおは玠晎らしい仕事であり、圌らが提䟛するセキュリティずキャッシュのレむダヌは正しく機胜しおおり、収益を䞊げおいるこれを曞いおいる今、株䟡は史䞊最高倀だ。

ここ数幎の株䟡がどれほど奜調であろうずも、CFは少し「痛々しく」、流行に流されやすい存圚ぞず倉貌しおしたった他の䌁業ほどひどくはないが、咳払い。

今の圌らは、優れた゚ンゞニアによっお運営されおいる䌚瀟には芋えない。今や、私が「AI粟神病」ず呌ぶものに陥ったPMプロダクトマネヌゞャヌやバむブス・コヌダヌvibecodersたちの䌚瀟だ。「倢を芋お、バむブスで圢にし、リリヌスする」――そんな感じだ。

### 珟実ずの乖離

たず第䞀に、か぀おないほど障害の頻床が増えおいる。あのReactの`useEffect`の䞍具合[0]を芚えおいるだろうか りェブの3分の1を支えるむンフラ䌁業で、あんなこずが起きるなんお正気の沙汰ではない。

障害は至る所で起きおいるが、私の最倧の䞍満に぀いお話させおほしい。それはDX開発者䜓隓だ。

開発者䜓隓は、埌付けの付け足しのように感じられる。

CFは優れた゚ンゞニアを抱えるむンフラ䌁業なのだから、DXは最高であるべきではないだろうか

しかしCFは、子䟛や犬、そしお「バむブス重芖の人間」たでもが利甚する、あらゆる人のためのクラりドプラットフォヌムにもなろうず決めたようだ。

どうしおこうなったのか

それは、AIプロダクトマネヌゞャヌ的なマむンドセットだ。

質の䜎いプロダクトを量産し、それをX旧Twitterに投皿しお、200件の「いいね」をもらっお、たた繰り返す。

専門性、信頌性、シンプルさに集䞭する代わりに  。

こうしお、むンフラ䌁業はプロダクトマネゞメントによっお、か぀お解決しおいた問題そのものに近い存圚ぞず倉貌しおしたった。

むンフラ䌁業がフルスペックのプロダクトマネゞメント組織に飲み蟌たれるず、次に䜕が起こるか予枬が぀く。たず、機胜が乱立する。ネヌミングはマヌケティングぞず倉わる「Hyperdrive」 かっこいいじゃないか、リリヌスだ。重芁芖されるのは、寄せ集めの、䞭途半端なプリミティブばかりだ。

䟋を挙げよう。デヌタストレヌゞを芋おみよう。

圌らはD1SQLiteサヌバヌレス、独自のSQLiteを持぀Durable Objects、KV、R2、Queues、そしお倖郚のPostgresやMySQLを高速化するHyperdriveを甚意した。

だが、いただに「ネむティブであるず感じられる」ファヌストクラスなマネヌゞドPostgreSQLは存圚しない。ここで重芁なのは「ネむティブであるず感じられるこず」だ。

Hyperdriveは、倖郚にあるデヌタベヌスのためのスマヌトなコネクションプヌラヌ兌キャッシュだ。

有甚ではあるが、それは「最も真剣なアプリケヌションが求めおいるデヌタベヌスを、圌らが䜜れなかったこず」の裏返しでもある。

結局、3぀か4぀のストレヌゞ補品を繋ぎ合わせ、その組み合わせに関するドキュメントが半幎も叀くなっおいないこずを祈る矜目になるわかる人にはわかるだろう。

「お前は䜕も分かっおいない」ず思うかもしれない。

では、コンピュヌティング・サむドを芋おみよう。

ああ、やはり。

コンピュヌティングも同じように混乱しおいる。

Workersがある。

さらに、AI゚ヌゞェントや信頌できないコヌドのための、コンテナに代わる軜量な遞択肢ずしお、ランタむムによっお生成されるアむ゜レヌトIsolatesであるDynamic Workersもある。

次に、サンドボックスコンテナ䞊。

そしお、フルコンテナ  。

その呚囲には、゚ヌゞェントがコヌドを曞いお実行できるようにするための、さたざたな「コヌドモヌド」のパスが散らばっおいる。

それぞれが異なる分離レベル、起動時間、䟡栌䜓系、バむンディングを持っおいる。

どれ䞀぀ずしお、単なる「コヌドを実行する堎所」ずは呌べるものはない。

それらを遞択するには、互いに矛盟しおいたり、実際の補品よりも遅れおいたりする耇数のドキュメントペヌゞを読み蟌たなければならない。

「甚途に合わせお異なるレむダヌのコンピュヌティングが必芁なんだ」ず蚀うかもしれない。それなら、私がたた間違っおいるずいうこずだ。

では、最新のハむプ熱狂を芋おみよう。

AI゚ヌゞェントだ。

゚ヌゞェント関連はさらに隒がしい。

Agents SDK。

Flue。

Project Think。

Cloudflare OS圌らは瀟内の゚ヌゞェント甚ワヌクスペヌスをオヌプン゜ヌス化したばかりだ。

そしお、オブザヌバビリティ可芳枬性は埌付けされるこれに぀いおは埌述する。

新しい発衚があるたびに、既存のものを完成させるのではなく、新しいハヌネスやフレヌムワヌクが远加されおいく。

兞型的なプロダクトマネヌゞャヌの手口だ。衚面的な領域を広げ、䞀貫性を倱わせるこずで、開発者䜓隓が「サンドボックスから脱走した内郚実隓」のように感じられるたで抌し進めるのだ意味がわかるだろう。

RAGも同じ話だ。AutoRAGは「AI Search」に改名された。それは単にR2、Vectorize、Workers AI䞊で行われるマネヌゞド・パむプラむンに過ぎない。デモやハッカ゜ンにはいいだろう。

しかし実甚においおは、品質、フィルタリング、ハむブリッド怜玢、そしお実際の可芖性の面で、適切なRAGプラットフォヌムや、たずもなオヌプン゜ヌスのスタックに及ばない。

「単玔なケヌスなら動く」  むンフラ䌁業ずしおは、あたりに䜎いハヌドルだ。

ドキュメントには呆れるばかりだ。UIを「リデザむン」しただけで、仕事が終わったず思うな。ペヌゞは未完成のたたリリヌスされ、サンプルコヌドは腐敗しおいる。新補品が登堎しおも、真のむンフラに求められる正確でバヌゞョン管理されたリファレンス゚ヌゞェントのための基本的なSKILL.mdのようなものさえが甚意されおいない。

䌚瀟自䜓が、埌に免責事項や「TODO: クリヌンアップ」が必芁になるようなAI生成コンテンツを出荷しおいるずき、信頌は倱われる。

゚ンゞニアなら誰でも、ドキュメントはプロダクトの䞀郚であるこずを知っおいる。ドキュメントをたずもに䜜れないなら、どうやっお採甚ず信頌を埗る぀もりだ それを二次的なマヌケティングずしお扱うのは、最悪だ。

掚論レむダヌであるWorkers AIを芗いおみおも、同じパタヌンが続いおいる。

レむテンシが改善され、より倧きなオヌプンモデルが远加されるに぀れ、状況は向䞊しおいるように芋えた。しかし深く芋おみるず、倚くのワヌクロヌドにおいお、速床や最新のフロンティアモデルの提䟛においお、䟝然ずしお特化型のプロバむダヌに遅れをずっおいる。

Cloudflareぱヌゞェントを実行する堎所だず自称しおいるが、そのカタログは昚幎のIKEAよりもひどい状態だ。

結局、パフォヌマンスの問題から、倚くのチヌムは重い掚論を別の堎所に送り、Cloudflareを単なる「配管plumbing」ずしお扱うこずになる。

こうした状況の倚くは、むンフラ局の䞊に匷固なレむダヌを築くこずよりも、X䞊でVercelず戊うこずに重きを眮いおいるこずから来おいる。

゚ッゞ関数、フレヌムワヌク、゚ヌゞェント・ランタむム、「フルスタック」ずいった発衚が日々繰り返されおいるが、Cloudflareを特別な

原文英語を衚瀺

There was a time Cloudflare just made the internet better by staying hidden like Batman’s identity: protect & fight the bad people, for the sake of the global city of the Gotham
 err I mean the internet.

When I installed Cloudflare on my website for the first time 10 years ago - it saved me tons of megabytes, saved me money on bills and also the moment it sent me a monthly reporting on how my site was performing
 that’s when I knew Cloudflare (CF) was AWESOME.

Because Cloudflare was doing a few things well: it sat in front of your site, ate the attacks, cached the static stuff, did the DNS, and that’s it.

No BS.

Good infrastructure. Fast. Reliable. Boring in the best way.

The new stuff. Not so good.

More importantly this is my personal opinion on my personal blog, you can disagree, that’s ok with me!

Fundamentally I work at a small AI startup, rely on CF and I am a not-totally-unhappy-but-also-not-totally-happy

customer of theirs.

CF is a big business, a big money making machine. Today they are bigger than ever and still route a ton of the daily web (something like 1 in 3 requests or so).

Great job for the shareholders and whatnot, the safety and caching layer they sell is doing something right and pays the bills (stock is at an all time high as I write this).

No matter how well the stock is doing the last few years CF turned itself into something a little more cringey and clique (but not as bad as others cough △).

Today it doesn’t feel like a company ran by good engineers, it’s now PMs and vibecoders with what I call AI psychosis: dream it -> vibe it -> ship it.

Lost touch with reality

First of all tons of more outages than ever, remember that React useEffect fkup [0]? Complete insane that this would happen at an infra company that runs a third or so of the web.

Outages are omnipresent but let’s talk about my biggest complaint: the DX.

The developer experience feels like bolted on as an afterthought.

But CF is an infra company, with badass engineers, shouldn’t the DX be top?

Instead CF decided it also wanted to be a cloud platform for everyone, kids, dogs, and vibers.

How did we get there?

The AI product manager mindset.

Ship slop, post it on X, get 200 like rinse and repeat.

Instead of focusing on expertise, reliability and simplicity


This is how an INFRA company got product-managed into something closer to the problem it used to solve.

When an infrastructure company gets crushed by a full product management org, you know what’s coming next: first features multiply. Naming turns into marketing (Hyperdrive? sounds cool right? ship it). All that seem to matter are some half-finished primitives, cousin-wife style.

Examples? Ok -> Let us look at data storage.

They got D1 (SQLite serverless), Durable Objects with their own SQLite, KV, R2, Queues, and Hyperdrive to speed up external Postgres or MySQL.

STILL no real first-class managed PostgreSQL that feels native. Keyword here is that it must feel native.

Hyperdrive is a smart connection pooler and cache for databases that live somewhere else.

Useful but an admission they never built the database most serious apps still want.

In the end you end up gluing three or four storage products together and hoping the docs for that combo aren’t six months out of date (IYKYK).

Ok maybe you’re gonna think: “YOU DON’T KNOW WHAT YOU’RE TALKING ABOUT DUDE”.

Let’s take a look at the compute side.

Woops.

Compute is the same mess.

There’re Workers.

There are also Dynamic Workers, runtime-spawned isolates sold as a light alternative to containers for AI agents and untrusted code.

Then Sandboxes (on Containers).

Then full Containers


and a bunch of “code mode” paths around it all, so agents can write and run stuff.

Each one has different isolation, startup time, pricing, and bindings.

None of them is just “the place you run code.”

Picking between them means reading multiple docs pages that contradict each other or lag the actual product.

Ok maybe you’re gonna say: “ DUDE WE NEED DIFFERENT LAYERS OF COMPUTE FOR DIFFERENT”. OK THEN - I MUST BE WRONG AGAIN.

Let’s look at the latest and greatest hype.

AI Agents.

Agents are even noisier.

Agents SDK.

Flue.

Project Think.

Cloudflare OS (they just open-sourced their internal agent workspace).

And the observability gets bolted on later (more on this below this section).

Every new announcement adds another harness or framework instead of finishing the one they already have.

Classic product manager move: add more surface area, maximize incoherence till the point developer experience feels like an internal experiment that escaped the sandbox (get it?).

RAG same story. AutoRAG got renamed AI Search. It’s just a managed pipeline on R2, Vectorize, Workers AI. Fine for demos and hackathons.

But in real use it lags proper RAG platforms or even a decent open-source stack on quality, filtering, hybrid search, and actual visibility.

When it “Works for simple cases”
 you know that is a low bar for an infrastructure company.

Docs kill me. You can’t just ‘redesign’ the UI and call it a job done. Pages ship incomplete. Examples rot. New products show up without the precise, versioned reference material (or even basic SKILL.md stuff for agents) that real infrastructure needs.

Trust goes away When the company itself is shipping AI-generated stuff that later needs disclaimers and TODO cleanups. [1]

Every engineering knows that documentation is part of the product. If you can’t get the docs right - how can you get adoption and trust? Treating it like secondary marketing
no bueno.

Peeking at Workers AI, the inference layer, just keeps the pattern going:

As latency got better and they added bigger open models, things seemed going up, then you look deeper and you see it still trails specialized providers on speed for a lot of workloads and on having the newest frontier models.

Cloudflare pitch itself as the place to run agents, but the catalog is worse than last year’s IKEA.

Then performance force a lot of teams to send the hard inference somewhere else and treat Cloudflare as plumbing again. [2]

A lot of this comes from caring more about fighting Vercel on X than building a solid layer on top of the infrastructure layer.

Edge functions, frameworks, agent runtimes, “full-stack” announcements keep coming day in and day out, but the core network, reliability, and simplicity that made Cloudflare different get less consistent attention. It feels like AI psychosis has wrapped the whole upper echelon, so the product org gets measured on feature velocity and competitive posts instead of making the existing stuff excellent.

This AI craze led the whole team to produce a sprawling catalog of overlapping tools, each good enough for a blog post. None of them the clear durable answer an infrastructure customer actually needs.

This is what product managers do to an infrastructure company when nobody stops them.

They optimize for announcement cadence and surface-area growth.

The coherent, trustworthy infrastructure layer that made Cloudflare matter? That layer is getting harder to find under all the noise.

Cloudflare has spent years announcing progress on Observability. Logs became “Generally Available.” Unified Observability section showed up in the dashboard. Automatic tracing went into open beta. Query Builder, metrics views, OpenTelemetry export got added. Marketing says first-party observability that finally matches the platform.

SIIIIIIKE

Reality feels a lot different because the core pieces stay partial, buggy, or just missing when you need them.

Their own docs list hard limitations that never went away. Tracing is still open beta [3] (it literally says BETA on the badge next to the name Tracing on their docs site AUG 2026).

Non-I/O operations often report 0 ms because of Spectre mitigations in the runtime. Trace context doesn’t propagate to external services, so end-to-end visibility across non-Cloudflare stuff is broken on purpose. Span attributes are incomplete; they’re still planning to add more. Even paid accounts reported the platform wrongly applying aggressive 1% sampling even when head_sampling_rate was set to 1 and usage was way under quota - luckily it got fixed [4]. How can you ship logs with bugs, does anyone else use observability?

Community threads show the day-to-day pain (don’t worry they fired the community managers facepalm one more bad decision): people report that logs vanish from the dashboard while wrangler tail

still shows them in real time. One big March 2026 incident had most logs stop showing across an entire account—only scattered entries appeared even with correct config, available quota, and no code changes.

One developer put it clean: “logs and traces from workers in one click is the missing piece, workers observability has always been the weak spot.” They keep shipping adjacent features while the basic experience of “I want reliable logging for Workers” stays incomplete.

Remember this scenario? it’s Monday. Open HN and shout “Dad wake up new Cloudflare product dropped”. Within hours a Product Manager posts the announcement on X. Post is optimized for engagement—clean screenshots, bold claim, a thread. Then the long blog post: a 6000 word story, aspirational framing, dashboard screenshots, a few customer quotes, and almost no real technical talk about the hard trade-offs or why they picked this design over the alternatives. Is talking about engineering decisions considered secret sauce? Or was it because ChatGPT suggested it?

Every other Monday a new drop:

Another agent harness.

Another sandbox variant.

Another managed RAG pipeline.

Another way to run code.

The post smell like marketin from a mile away, but you’re an infrastructure company. Who else is gonna read those blogs? Dieticians?

The deeper problem sits above the product managers. Look at the current leadership and the question is unavoidable: where are the infrastructure people who once defined Cloudflare?

They still have strong engineers (hi Kenton Varda). But the center of gravity shifted. CF is optimized for announcement cadence, competitive positioning against Vercel, and the next AI story.

The people who understand the hard constraints of running a global anycast network, the subtleties of isolate isolation, control-plane reliability
 seem to have less authority now.

You know how you know? The 2026 workforce cut made the priority clear. About 1,100 roles gone framed as an AI-driven (AI Slop) move toward an “agentic” operating model. Old talent keeps flowing to OpenAI, Anthropic, and other AI labs.

What Cloudflare needs is more T-shaped infrastructure peepz. People deep in systems, networking, runtime design, and reliability. And product managers should exist to serve those people.

You might not believe it reading this far but a lot of people like me still love the underlying product. The cloud network. That’s exactly why the current path is so frustrating. I feel like this is death by a thousand AI slops: AI Psychosis.

Cloudflare still has time to reverse it. Hire people that care and don’t just chase the F.I.R.E. at 35 with multiple hundred thousand dollars a year + RSUs for posting a viral tweet.

[0] https://blog.cloudflare.com/deep-dive-into-cloudflares-sept-12-dashboard-and-api-outage/

[1] https://www.thestack.technology/cloudflare-matrix-blog-ai-assisted-vibe-coding/

[2] https://developers.cloudflare.com/ai/models/

[3] https://developers.cloudflare.com/workers/observability/traces/

[4] https://www.answeroverflow.com/m/1484012295314215104

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