It only matters if any of those can promise reliability and either put their own money where their mouth is or convince (and actually get them to pay up) a bigger player to insure them.

Ultimately hardware, software, QA, etc is all about delivering a system that produces certain outputs for certain inputs, with certain penalties if it doesn’t. If you can, great, if you can’t, good luck. Whether you achieve the “can” with human development or LLM is of little concern as long as you can pay out the penalties of “can’t”.

And I wish them luck, because the thought of current ai bots doing SRE work effectively is laughable.