凤凰网科技讯 北京时间1月28日，据《商业内幕》报道，埃隆·马斯克(Elon Musk)与美国知名风险投资 家维诺德·科斯拉(Vinod Khosla)"开战"。此前，科斯拉指责马斯克宣扬种族主义，并公开呼吁马斯克的 员工辞职。 "所有在@特斯拉、@SpaceX、@X等公司任职的非白人员工，以及所有正派的白人员工，都应该辞职 并加入我们的投资组合公司，"科斯拉写道，"将你们的领英资料发至我们邮箱！" 马斯克随后以侮辱性言辞回应科斯拉，称这位风投家为"自大的混蛋"，并使用了针对智力障碍者的歧视 性用语。 周一晚间，科斯拉在X上发文称，马斯克将种族主义标榜为"伟大且可取的范式"。此言是对马斯克去年 9月一篇帖文的回应。当时，马斯克声称"白人是全球人口中快速萎缩的少数族群"。马斯克过去曾多次 转发关于白人人口结构变化的帖子。 "维诺德，你不仅是个自大的混蛋，曾试图阻止公众使用你家附近的公共海滩，还是个弱智。我的伴侣 希冯是半印度血统，我和她的长子命名时还致敬了伟大的印度物理学家钱德拉塞卡。"马斯克称。 科斯拉在帖子中呼吁马斯克旗下公司的员工辞职，加入科斯拉旗下科斯拉风投的投资组合公司，其中包 括OpenAI和Rep ...

Core Perspective - The CEO of Replit, Amjad Masad, believes that the true promise of capitalism is the potential for anyone with ideas to achieve wealth [1][2]. Vision For Democratized Wealth Creation - Masad emphasizes that capitalism's strength lies in enabling individuals with ideas, determination, and ethical standards to create wealth, asserting that this is the essence of capitalism [2]. Decentralization Over Corporate Control - He contrasts his optimistic view of capitalism with a dystopian scenario where corporations exert excessive control, advocating for decentralized power that allows individuals to engage with the global economy [3]. Real-World Enterprise Validation - Masad cites an example from Replit where an employee developed a routing algorithm for a real estate marketplace, generating tens of millions to potentially hundreds of millions of dollars for the business, leading to the employee's promotions and involvement in AI strategy at the board level [4]. Future of Work and AI - He believes that AI agents will automate standardized tasks, enabling workers to become more entrepreneurial and creative, moving away from traditional corporate structures that often isolate individuals [5].

Core Insights - Emergent is a rapidly growing "vibe coding" platform with 5 million users and annual recurring revenue increasing from $50 million to $5 million in just over a year [2] - The company recently secured $70 million in Series B funding from notable investors including Khosla Ventures and SoftBank Vision Fund 2 [3] - Emergent's CEO highlighted a significant market gap for fast, affordable, and high-quality software solutions, contributing to the company's explosive growth [5] Company Overview - Emergent was founded by twin brothers Mukund Jha and Madhav Jha as part of Y Combinator's startup class of 2024 [2] - The platform allows users with no coding experience to create sophisticated applications, with 80% of users having never seen a line of code before [6] - A standard subscription costs $17 per month, while a Pro account is priced at $167 per month [5] Market Position - Emergent is positioned in a competitive "vibe coding" market, facing rivals such as Lovable and Replit, which have raised significant funding and achieved high valuations [6] - The company aims to fill a gap in the market by managing the entire software development lifecycle, unlike competitors that excel only in prototyping [7] - The rapid funding environment for AI companies is evident, with Emergent raising $23 million in Series A funding just three months prior to the Series B round [4]

Group 1 - The article discusses the resignation of Song Xuan, the Vice President of Public Relations at Xibei, and the response from founder Jia Guolong, who emphasized that all decisions are ultimately his responsibility and expressed support for Song's future endeavors [3] - Jia Guolong and Luo Yonghao's Weibo accounts have been silenced, with Jia planning to respond to allegations made by Luo regarding Xibei [6] - Smart car has suspended its charging partnerships with several operators, including Star Charging and Teld, due to potential financial pressures, leading to the removal of these charging stations from the Smart app [7] Group 2 - Romashi is clearing inventory of power banks at significantly reduced prices, indicating a slight loss on clearance sales due to previous production before a certification was revoked [9] - Huawei, Xiaomi, and other brands have been included in Apple's trade-in program, allowing users to receive discounts on new iPhones when trading in older devices [9] - GAC Group has established a new business unit for the Trumpchi brand, with a leadership team composed of experienced personnel from within the company [9] Group 3 - Beijing Hyundai plans to launch four new products by 2026, including two electric vehicles, and is collaborating with Momenta to enhance advanced driver assistance systems [10] - WeRide has announced that its global fleet of Robotaxis has surpassed 1,000 units, with operations in cities like Guangzhou and Abu Dhabi [10] - Anthropic has appointed a former Microsoft executive as the General Manager for India, indicating its expansion plans in the region [11] Group 4 - The Japanese government has requested social media platform X to take measures against the misuse of its AI tool Grok for creating inappropriate content [13] - Google's DeepMind CEO stated that Chinese AI models are only a few months behind those in the US, highlighting the rapid advancements in China's AI sector [13] - Ford is in talks with BYD for battery supply for its overseas hybrid vehicle production, indicating a strategic partnership in the electric vehicle supply chain [15] Group 5 - The market for animated short dramas (manga) is projected to exceed 20 billion yuan by 2025, attracting a significant influx of talent into the industry [22] - Porsche has announced a 10% decrease in global deliveries for 2025, primarily due to supply chain issues related to EU regulations affecting certain models [23]

Group 1 - The collaboration model between Zhipu and Huawei has been open-sourced and has reached the top of the Hugging Face leaderboard [1] - Meituan has launched its first open-source and experiential "Reconsideration" model [1] - Replit, an American AI company, has introduced a programming tool that can automatically generate applications [4] Group 2 - Groq is in contact with potential buyers to sell its cloud services unit [4]

智东西1月16日报道，今天，据彭博社报道，美国Vibe Coding（氛围编程）独角兽Replit即将完成一笔新的融资交易，计划筹集大约4亿美元（约合人民币 27.87亿元）的资金，其投后估值或将达到约90亿美元（约合人民币627.15亿元），大约是上轮融资时估值的3倍。 去年9月，Replit刚刚完成一轮2.5亿美元（约合人民币17.42亿元）的融资，估值为30亿美元（约合人民币209.05亿元）。自2016年成立以来，Replit已经完 成了10次融资，累计融资总额为4.72亿美元（约合人民币32.89亿元）。 Replit还在2025年迈入了"1亿美元ARR（年度经常性收入）俱乐部"。在AI应用赛道，能迈过这一门槛的企业屈指可数，都是头部玩家，比如Perplexity、 Character.AI等。而具体到Vibe Coding这一赛道，目前仅有Cursor、Lovable和Replit三家实现了这一目标。 与传统编程依赖开发者逐行编写代码不同，Vibe Coding更强调表达意图，用户只需描述想做什么，AI会自动完成需求拆解、代码生成、调试、部署甚至 数据库配置等完整流程。 不过，Replit并非一开 ...

周四， Replit 发布了其智能体的新版本，用户仅需描述应用功能即可构建同时支持安卓和 iOS 的移动应用。该工具还能以极简操作将软件发布至应用商 店。 Replit 表示人们可利用此工具开发移动游戏、个人生产力产品及移动商店等应用。 Replit 面临着来自新兴初创企业和大型科技公司的激烈竞争，这些企业将软件工程视为人工智能服务利润丰厚的市场。 OpenAI 、 Anthropic 和微软公司均 提供旨在简化软件开发流程的人工智能工具。 另一家人工智能编程初创公司 Cursor 最近估值达到 293 亿美元 。 参考资料： 图片来源： Replit Replit 已成为构建 AI 编程工具的领军企业，这些工具可供专业开发人员和编程新手用于编写和调试软件，同时该公司也面临着其他初创公司和大型科技企 业的竞争。 知情人士透露，人工智能编码初创公司 Replit 即将达成新一轮融资协议，其估值将增至大约三倍，达到 90 亿美元，其中包括所筹集的资金。 十年前成立的 Replit 已成为所谓的氛围编程领军者，其构建的工具能让专业开发者和编程新手借助 AI 编写及调试软件。 该公司去年九月以 30 亿美元估值 筹集 ...

Core Insights - Replit has achieved a significant increase in valuation, moving from $3 billion to approximately $9 billion in just over three months, with a new funding round of $400 million underway [1][3] - The company's Annual Recurring Revenue (ARR) has grown from $1.5 billion to over $2.5 billion, with projections to exceed $1 billion by the end of 2026 [3][4] - Replit has launched a new feature that allows users to develop mobile applications directly through its platform, streamlining the process from concept to App Store release [4][5] Replit's Financial Growth - Replit's ARR has increased by over 50 times in less than a year, reaching $1.5 billion during the last funding round [1] - By the end of October, Replit announced its ARR surpassed $2.5 billion, with expectations of nearing $3 billion based on current growth trends [3] New Product Features - The newly introduced feature enables users to create mobile apps without prior development experience, allowing for real-time iteration and instant previews [5] - Replit's infrastructure supports the integration of databases and third-party products, enhancing the functionality of the developed applications [7] Industry Context - The rapid growth of Replit is indicative of a broader trend in the AI coding and mobile app development sectors, with increasing competition from other AI-driven platforms [7] - Higgsfield, another player in the market, has also shown remarkable growth, achieving an ARR of over $200 million in less than nine months, highlighting the fast-paced evolution of the industry [8]

Core Insights - Replit has launched a new feature allowing users to create and publish mobile apps for Apple devices using natural language prompts, enhancing the accessibility of app development [1] - This feature integrates with Stripe for monetization, enabling creators to quickly transition from idea to app in a matter of days [1][2] - The trend of vibe-coding is gaining momentum, with significant contributions from products like Claude Code, which achieved $1 billion in annualized revenue within six months [3] Company Developments - Replit was valued at approximately $3 billion in a recent fundraising round, indicating strong investor interest in the AI coding space [4] - Anysphere, the creator of Cursor, has emerged as a leading competitor, raising $2.3 billion at a valuation of $29.3 billion [4] - Lovable, a prominent player in Europe, has been valued at $6.6 billion, showcasing the competitive landscape in the vibe-coding sector [4] Industry Trends - The rise of vibe-coding products may negatively impact software stocks, which have already faced declines in the AI era; the iShares Expanded Tech-Software Sector ETF has dropped 11% in the last three months [5] - Concerns about security flaws in vibe-coded software have been raised, with a study indicating that popular AI coding agents, including Replit, often produce apps with critical vulnerabilities [7]

Core Insights - The article discusses the emergence of AI-driven coding tools, particularly focusing on the concept of "Vibe Coding" introduced by Andrej Karpathy, which emphasizes programming through dialogue with AI rather than traditional coding methods [5][6] - DeepWisdom, a Shenzhen-based company, has emerged as a significant player in this space, with its product MetaGPT-X achieving rapid user growth and revenue generation [9][10][11] Group 1: Company Overview - DeepWisdom has developed several notable open-source projects, including MetaGPT, which has garnered nearly 60,000 stars on GitHub, and OpenManus, which was replicated in just three hours by a small team [8][9] - The company’s latest product, MetaGPT-X, launched in February 2025, achieved 500,000 registered users and an annual recurring revenue (ARR) of $1 million within a month of its release [9][10] - As of September 2025, MetaGPT-X maintained a monthly visit count of 1.2 million, generating over 10,000 applications daily [10][11] Group 2: Funding and Growth - DeepWisdom secured approximately 220 million yuan in funding during the first half of 2025 from notable investors including Ant Group and Baidu Ventures [12] - The company initially focused on academic research rather than commercialization, fostering a culture of continuous learning and innovation among its team members [13][14] Group 3: Product Development and Features - The newly launched product, Atoms, is designed to provide a complete operational website within five minutes, integrating features like user authentication and payment systems, which distinguishes it from competitors [15][19] - Atoms utilizes a multi-agent framework that allows for comprehensive product development processes, including market research, requirement definition, and data analysis [19][28] - The product aims to address common criticisms of AI coding tools being mere "toys" by enabling end-to-end functionality and profitability for users [17][18] Group 4: Competitive Landscape - Atoms is positioned as a high-cost performance alternative to competitors like Lovable and Replit, achieving superior results at a lower cost [15][38] - The article highlights the competitive nature of the AI coding market, where many products fail to deliver fully functional solutions, thus creating a gap that Atoms aims to fill [17][18] Group 5: Organizational Insights - DeepWisdom's CEO emphasizes the importance of team size and management in the competitive AI landscape, arguing that larger teams may have advantages over smaller ones in terms of productivity and innovation [44][50] - The company has adopted a unique organizational structure that encourages cross-functional collaboration and minimizes communication costs, which is critical for maintaining efficiency [51][56] - DeepWisdom is expanding its team and plans to establish an office in Silicon Valley to attract diverse talent and enhance its competitive edge [57]