转自： 新智元 【导读】 深夜，GitHub官宣大变身！全球两大编程AI Claude和Codex集体入驻，再加上Copilo t，正式开启AI编程「三足鼎立」的时代。三个「AI码农」集体卖命，人类开发者狂喜。 GitHub要变天了！ 凌晨，微软GitHub宣布重磅更新： 正式集成全球「最强编程大脑」——Claude和Codex 。 地表最强编程三剑客——Copilot、Claude、Codex，终于迎来史诗级合体！ 开发者只需一个指令， 三个AI任你差遣 ，瞬间完成编码、修Bug、提交PR等复杂任务。 这标志着，GitHub正从一个单纯的代码托管平台，进化为多智能体协同的「AI战场」。 微软这一步棋，是希望通过GitHub，让AI智能体成为开发者们原生的核心配置。 2023年，GitHub开发者数量突破1亿大关，如今平台有超1.8亿人 目前，订阅Copilot Pro+、Copilot Enterprise，今天就可以抢先体验。 评论区下方，开发者们纷纷欢呼，「同一时间可以让三个顶级AI为自己打工了」。 这一切，都通过一个「指挥中心」Agent HQ实现 。软件开发中，最耗神的就是「上下文切换」。 如今通过 ...

生成式AI 一、Claude Cowork新增11款插件，AI直接 威胁 SaaS业务流 1. Anthropic为Claude Cowork新增11款插件，覆盖销售、财务、法律等领域，AI直接取代SaaS软件端到端完成业 务工作流； 2. 全球软件股遭遇"SaaS末日"抛售，一周内蒸发近万亿美元市值，Gartner暴跌21%、Thomson Reuters跌18%、 ServiceNow跌11%； 3. 行业正从按席位收费的SaaS模式向按产出计费的AaaS（Agent即服务）模式转变，传统软件护城河面临底层模型 公司的降维打击。 https://mp.weixin.qq.com/s/UoYyAlxPkdkcoPnNrvNP5g 二、GitHub集成Claude和Codex，与Copilot形成三足鼎立 1. GitHub正式集成Claude和Codex，与Copilot形成AI编程"三足鼎立"，开发者可通过Agent HQ一站式指挥三个AI 协同工作； 2. 开发者可在同一个编码难题上同时指派三个AI异步执行，对比不同方案，支持IDE、GitHub网页端和移动端一键调 用； 3. GitHub从代码托管平 ...

Core Insights - GitHub has announced a significant update by integrating two powerful programming AIs, Claude and Codex, alongside Copilot, marking the beginning of a new era in AI programming collaboration [1][2][4]. Group 1: AI Integration and Functionality - The integration allows developers to command all three AIs simultaneously for tasks such as coding, bug fixing, and submitting pull requests, transforming GitHub into a collaborative AI platform [2][5]. - The new Agent HQ platform enables seamless workflow without the need for context switching, significantly enhancing efficiency for developers [2][5][7]. - Developers can now access these AIs directly within their IDEs, GitHub, and mobile applications, making AI a core component of their development process [2][7]. Group 2: Developer Experience and Workflow - The introduction of Agent HQ aims to eliminate the inefficiencies associated with context switching in software development, allowing for a smoother coding experience [5][29]. - Developers can manage AI tasks asynchronously, receiving real-time feedback and detailed logs of AI activities, which enhances transparency and accountability [9][14]. - The ability to assign multiple AIs to the same coding problem allows for diverse solutions and insights, fostering a more strategic approach to coding [23][27]. Group 3: Future Implications and Trends - This update signifies a shift from traditional IDE-based AI tools to a platform-level integration of AI, indicating a broader trend in software development [30][32]. - The evolution of AI tools from general-purpose assistants to specialized agents reflects a growing need for tailored solutions in software development [33]. - The focus is shifting towards managing AI as a fleet, where developers will need to strategize and delegate tasks effectively to maximize productivity [34][36].

Core Insights - The competition in the AI programming sector is intensifying, with OpenAI's Codex App marking a significant evolution in AI coding tools, transitioning from a simple code assistant to a multi-agent collaboration platform [1][10] Group 1: Codex App Features - Codex App allows developers to manage multiple AI agents simultaneously, enabling parallel task execution and independent operation of agents, which enhances productivity [2][3] - Each Codex agent can work for up to 30 minutes, returning complete code results, and operates on the GPT-5.2-Codex model, which currently leads in benchmark tests [1][2] - The app supports git worktree, allowing multiple agents to work in the same repository without conflicts, thus maintaining the stability of the main branch [2] Group 2: Skills and Automation - OpenAI is expanding the capabilities of Codex beyond code generation by introducing "Skills," which package instructions and resources for stable execution of workflows [3][5] - Codex App includes an automation feature that allows developers to set scheduled tasks for agents to run in the background, facilitating the handling of repetitive but important tasks [5] Group 3: Safety and Technical Debt - The design of Codex emphasizes safety, utilizing a configurable system-level sandbox that restricts agent access to specific files and requires user authorization for higher permissions [6] - Codex has proven effective in addressing technical debt, performing tasks that human engineers often avoid, such as code refactoring and legacy issue resolution [7] Group 4: Market Position and Future Plans - OpenAI aims to establish Codex as the default tool in the AI programming space before competitors can expand their influence, with over 1 million developers already using Codex in the past month [8][10] - Future plans include launching a Windows version and enhancing cloud-triggered automation capabilities, alongside continuous improvements in model performance [9]

InsForge GitHub repo: https://t.co/ACu2d1oaJ1(don't forget to star it ⭐ ) ...

编者按：当成本随使用量同步增长时，该如何为产品定价？文章剖析了一场迫使整个行业重新思考商业模式的范式转移：AI 彻底摧毁了让传统 SaaS 如此暴 利的经济逻辑。那么，当最优质的客户同时也成了最昂贵的负担时，你该怎么办？本文涵盖了专为这一新现状设计的五种定价模式、每位创始人必须理解的 三大核心原则，以及选择正确方案的决策框架。文章来自编译。 MoviePass 当年那场轰轰烈烈的溃败，虽不像 Theranos 那样有精心编织的骗局，也没有 WeWork 创始人那样反复无常的狂人气质，更不似那款毫无用处的 Juicero 榨汁机那样荒诞不经。在 2010 年代所有的传奇崩盘案例中，它纯粹是显得有些滑稽。 这家公司的坑其实很简单：让客户每月支付 9.95 美元，就能看多达 30 部电影，而公司却要向影院支付每张 10 美元的票价。事实证明，这种高达 96.68% 的 折扣是无法长久维系的。 如今开发 AI 产品的公司也面临同样的陷阱。在传统软件即服务（SaaS）模式下，一旦你付清了开发人员的工资和亚马逊云服务（AWS）的存储费用，即便 使用人数再多，你的边际成本也几乎为零。但 AI 公司是按次向大模型（LLM）供 ...

In a rapidly evolving job market, the prestige of a university degree is facing stiff competition from a more pragmatic metric: actual capability. LinkedIn is betting that employers are increasingly prioritizing demonstrated AI skills over traditional résumés, and to that end, the platform has launched a new verification system to address this shift. On Jan. 28, the professional networking giant announced it is teaming up with “leading AI innovators” to allow professionals to display verified proficienc ...

Core Insights - Altimeter Capital's partner Freda Duan highlights that while programming is currently the strongest AI application vertical, Excel has the potential to become the next "super vertical" in AI due to its billion-user scale [1] - Major industry players like OpenAI and Anthropic are actively expanding into the spreadsheet and productivity workflow sectors, indicating a significant shift in focus [1] - The potential market size for spreadsheets is larger than that of programming, and their unique characteristics as an "application software encapsulation layer" could reshape the entire software industry [1] Market Analysis - The programming sector has produced four companies with annual recurring revenue (ARR) exceeding $1 billion, with at least seven others rapidly surpassing $100 million ARR, suggesting a strong growth model that Excel could replicate [1] - The programming market is estimated to have a total addressable market (TAM) of approximately $2 trillion, with a natural advantage in adjacent use cases and a product-driven go-to-market strategy [6] - Excel's user base is substantial, with over 1.1 million paid customers reported by Google Workspace and an estimated 1.5 billion active users globally, indicating a massive potential market [8] Strategic Implications - The financial sector is identified as a key entry point for AI-driven Excel tools, given its high per capita profit and willingness to pay for productivity tools [9] - Approximately 10% of the 1.5 billion Excel users belong to the financial sector, which includes over 6.7 million professionals in the U.S. financial services and insurance industry, providing an excellent initial market for AI applications [9] - The self-service and workflow-native nature of tools in this space could lead to faster expansion compared to other software categories, as evidenced by the programming sector [9]

转自：InfoQ 几个小时前，有大批开发者反馈：GitHub 大面积宕机了，社交平台上充斥着"粉色独角兽"的截图和 相应的控诉。 对于此次故障的原因，目前 GitHub 还未给出详细分析报告。然而，不少开发者们的猜测已把矛头指 向了 Copilot。而在近期，也有企业和许多个人开发者们在"逃离"GitHub 并将代码库迁移到了其他平 台。 1 GitHub 宕机遭怒骂：拖垮全世界开发流程 "所有用户都被强制登出，我自己也登不进去，因为整个服务器都宕机了。""我以为是自己眼花了，但 GitHub 真的宕机了。很多团队都在周四收尾迭代冲刺，这次故障怕是要导致大量工作项顺延。""更 新即将发布时，登录网站就崩溃了。""尴尬的时刻：你意识到自己过去一个小时一直在本地提交代 码，却无法推送。""天哪，我现在该怎么给经理汇报啊。" 这一次 GitHub 的宕机，很快就在各大平台引发诸多抱怨。在发布的事件报告中能看到，GitHub 承 认，在宕机期间，"多项服务性能下降，特别是问题报告、拉取请求和 API。"历经大约两小时的故障 排查与修复工作后，GitHub 恢复服务和功能运行。 而 GitHub 也在解决问题后在 X ...

Core Insights - Coding Agents are a rapidly evolving area within applied AI, with a focus on maintaining resilience and rapid iteration amidst changing ecosystems [2] - OpenAI's Codex offers a solution through the co-development of models and Harness, emphasizing the importance of understanding model behavior [4][5] Group 1: Composition of Coding Agents - A Coding Agent consists of three main components: user interface, model, and Harness, where the user interface can be command-line tools or integrated development environments [4] - The model refers to recent releases like the GPT-5.1 series, while the Harness acts as the core agent loop that interacts with the model [4] Group 2: Challenges in Building Harness - Building an efficient Harness is complex, facing challenges such as adapting to new tools that the model may not be familiar with, and managing prompt adjustments based on model characteristics [8][9] - Delays in model processing and the need for effective prompt design to enhance user experience are significant challenges [9][10] Group 3: Codex as a Harness/Agent - Codex is designed to function across various programming environments, allowing for complex tasks such as navigating code repositories and executing commands [12] - The integration of Codex into an agent system simplifies the development of features like parallel tool calls and security management [12][18] Group 4: Future of Codex and SDK Development - The future of Codex is promising, with expectations for models to handle more complex tasks without supervision, and the SDK evolving to support these capabilities [19] - Companies can leverage Codex to create customized agents, enhancing their products with advanced coding capabilities [15][18]