过去十年间，随着智能手机摄像头性能的提升， Instagram 、 YouTube 和 TikTok 等照片和视频分享平台迅速走 红。许多人从随意的内容发布者转型成为能够赚钱的创作者。 Emergent 由双胞胎兄弟 Mukund 和 Madhav Jha 创立，旨在成为面向普通消费者的应用开发平台。该平台允许非技 术人员通过提示词创建应用程序。 虽然这种模式在 2025 年并不新鲜，但 Emergent 致力于全程协助用户完成应用开发流程，同时管理各类 API 和部 署步骤，让他们无需操心技术细节。 这家初创公司周三宣布获得 2300 万美元 A 轮融资，由 Lightspeed 领投， Y Combinator 、 Together （ Freshworks 旗下 Together Fund 的创始人）以及多位知名天使投资人跟投，包括 a16z 前普通合伙人 Balaji Srinivasan 、谷歌的 Jeff Dean 和 Mistral 创始团队成员 Devendra Chaplot 。 公司迄今融资总额达 3000 万美元。 曾在谷歌投资的印度即时配送初创公司 Dunzo 担任 CTO 的 Muk ...

整理｜冬梅、核子可乐 "氛围编码"留下的烂摊子，终究要让那些被裁掉的人回来收拾。 自生成式人工智能兴起以来，许多人担心它会对人类员工的生计造成损害。如今，CEO 们也开始承 认人工智能的影响，裁员人数也开始增加。 CEO 希望利用 AI 替换到大批开发者 根据招聘网站 Indeed 的最新报告，科技职位招聘数量较 2020 年下降了 36%。其中一部分裁员是因 为 CEO 想用人工智能（AI）取代员工。 有不少科技公司已开始以 AI 和自动化为由，明确裁员或冻结招聘。今年 5 月，行业巨头 IBM 用人工 智能取代了数百名人力资源员工，这也是其大规模裁员计划的一部分，该计划共裁撤了 8000 名员 工。同样在 5 月，语言学习应用程序多邻国（Duolingo）的首席执行官路易斯・冯・安表示，公司 将不再雇佣承包商从事可由人工智能完成的工作。 "先买后付" 公司克拉纳（Klarna）的首席执行官塞巴斯蒂安・西米亚特科夫斯基在 5 月称，公司已裁 员 40%，部分原因是对人工智能领域的投资。 Workday 首席执行官卡尔·埃森巴赫 (Carl Eschenbach) 在今年早些时候宣布大规模裁员的一封电子 邮件 ...

【导读】氛围编程，正批量制造「AI保姆」。一位15年资深开发者，为赶工用AI编程，结果bug成山不得不推翻重来，痛哭半小时。如今，一种全新职业 「氛围编程清理专家」冲上了热榜。 爆火的「氛围编程」，如今让无数程序员沦为了「AI保姆」。 入行15年，Carla Rover用了Vibe Coding之后，不得不重启项目，爆哭半小时。 或许听起来太离谱，但这是真真实实发生的故事。 但实际体验，只有用过的人才深有体会。 Rover的经历，成为了当今很多资深程序员，用AI编程的典型写照—— 自己成为了「AI保姆」，需要不停地重写、核对AI输出的代码 前段时间，Fastly一份报告显示，近800名开发者中，至少95%的人要额外时间去修复AI生成的代码。 而核查的重点，大半都压在了高级开发人员身上。 更有趣的是，「氛围编程」的兴起，又催生了一种全新职业：「氛围编程清理专家」（Vibe Code Cleanup Specialist）。 有网友调侃，氛围编程清理专家，最少每年能拿到10万美金。 Vibe Coding一词，最先由Karpathy提出，一夜席卷了AI圈。 不论是Cursor、Copilot，还是Codex、Re ...

Core Insights - The emergence of "Vibe Coding" represents a paradigm shift in software development, allowing non-engineers to create applications through natural language prompts to AI tools [2][6][42] - This new approach reduces the barriers to entry for product development, enabling domain experts and non-technical founders to rapidly prototype and deploy full-stack products without traditional coding [6][19][20] Group 1: Modern No-Code (Vibe Coding) Technology Stack - The Vibe Coding technology stack consists of AI-native, no-code, and low-code platforms that facilitate seamless interaction and rapid product development [8] - Key tools in the stack include Figma for design, Vercel for frontend deployment, Supabase for backend management, and Cursor for AI collaboration, all of which streamline the development process [8][11] Group 2: Changing Definition of "Technical Ability" - The definition of "technical ability" is evolving; investors now prioritize strategic thinking, AI proficiency, and clarity of vision over traditional coding skills [14][15][18] - Founders can now launch products with minimal engineering resources, focusing instead on guiding AI through structured prompts [16][19] Group 3: New Workflows and Mindsets - The traditional development workflow has shifted from a lengthy process to a rapid, iterative cycle driven by AI, allowing for immediate testing and deployment [21][22][24] - This new approach emphasizes exploration and flexibility, enabling founders to quickly adapt based on user feedback [26][45] Group 4: Advantages and Limitations of Vibe Coding - Vibe Coding excels in scenarios where speed and experimentation are prioritized, serving as an accelerator for turning ideas into viable products [27][31] - However, it may not be suitable for scaling and optimizing complex systems, which still require experienced developers [32][33] Group 5: Emergence of New Roles - New roles such as AI Product Engineer, Prompt Architect, and AI Wrangler are emerging, reflecting the need for individuals who can effectively leverage AI tools in product development [34][36][37] - These roles help bridge the gap between technical execution and strategic vision, enabling faster and more efficient product development [38] Group 6: Vibe Coding as a Gateway to Real Code - Vibe Coding produces real, executable code that can be integrated into production environments, distinguishing it from traditional no-code platforms [38][39] - This approach allows for ongoing development and refinement, ensuring that prototypes can evolve into scalable solutions [39][42] Group 7: Developing with Vision - The ability to discern valuable projects and user needs is crucial in the Vibe Coding landscape, as the market may become saturated with subpar products [43][45] - Successful founders will focus on solving real problems and iterating purposefully, leveraging the speed of Vibe Coding while maintaining a clear vision [45]

在哥本哈根贝拉中心举行的今年TechBBQ大会上，氛围编程应用Lovable的联合创始人Anton Osika登台 演讲时，现场座无虚席。 在接受TechCrunch采访时，Osika阐述了将Lovable打造为最佳软件产品构建平台的愿景：一个能够引导 用户（特别是创始人）完成产品开发所有阶段的平台，让他们更轻松地构建AI原生公司。 "如果你在经营企业，有很多事情需要设置，比如支付系统、了解用户，未来甚至可能包括'我需要注册 公司'，"他说。"我希望Lovable能帮助解决所有这些问题。" 6月底，Lovable发布了一个智能体，帮助用户读取文件、调试错误、搜索网页、生成图像和定位文件 ——这是实现该愿景的第一步。 Lovable现在拥有超过230万活跃用户，其中18万为付费订阅用户。Osika表示，公司选择定价策略时只 是简单地决定什么能帮助公司覆盖自身成本。他最喜欢的Lovable使用案例包括营销人员构建销售培训 平台，以及工程师在平台上运营多个小企业。 "过去，你可以使用Lovable创建非常棒的初稿。现在，你可以构建完整产品，这更像是与真正的开发者 合作，"他说。 AI生成的代码一直被批评过于脆弱—— ...

ChatGPT继续稳居首位，但谷歌通过多产品矩阵策略大幅缩小差距，其通用助手Gemini在网页端获得ChatGPT约12%的访问量，位列第二。中国AI产品在全球市场表现强劲，阿里 巴巴旗下夸克AI助手跃升至网页端第9位，字节跳动豆包位列第12位。 作者 | 赵 颖 编辑 | 硬 AI 谷歌通过域名分离策略，首次让旗下AI产品能够被独立追踪和排名。Gemini在网页端位居第二，访问量达到ChatGPT的12%左右，在移动端的月活用户数更是接 近ChatGPT的一半，显示出强劲的增长势头。 全球AI消费级应用格局正趋向稳定，头部竞争却愈发激烈。 最新发布的全球Top 100生成式AI消费应用榜单显示，ChatGPT继续稳居首位，但谷歌通过多产品矩阵策略大幅缩小差距，其通用助手Gemini在网页端获得ChatGPT 约12%的访问量，位列第二。 中国AI产品在全球市场表现强劲，阿里巴巴旗下夸克AI助手跃升至网页端第9位，字节跳动豆包位列第12位。榜单数据显示，50个网页端应用中有3个主要服务中国 用户的产品跻身前20，另有7个中国开发的产品主要面向海外市场。 谷歌首次以独立域名形式在榜单中占据四个席位，展现其AI产 ...

Core Insights - The global landscape of consumer AI applications is stabilizing, but competition among leading players is intensifying. ChatGPT remains the top application, while Google's Gemini has significantly narrowed the gap, capturing approximately 12% of ChatGPT's web traffic, ranking second [1][4]. Group 1: AI Application Rankings - ChatGPT continues to lead the global Top 100 generative AI consumer applications, with Gemini from Google following closely in second place [1]. - Alibaba's Quark AI assistant ranks 9th, while ByteDance's Doubao is 12th, showcasing strong performance of Chinese AI products in the global market [1][11]. - Google's product matrix strategy is evident as it occupies four distinct positions in the rankings, with AI Studio entering the top 10 and NotebookLM at 13th [1][7]. Group 2: Mobile Application Landscape - The competition in mobile applications is particularly fierce, with Gemini's monthly active users nearing half of ChatGPT's [2]. - Grok, developed by X platform, has rapidly gained over 20 million monthly active users since its launch, ranking 23rd in mobile applications [2][15]. - Chinese-developed mobile applications dominate the rankings, with an estimated 22 out of 50 applications created by Chinese teams [2][14]. Group 3: Growth of Chinese AI Products - Chinese AI products are increasingly globalized, with several applications primarily serving overseas markets, including DeepSeek and SeaArt [11][14]. - Among products serving Chinese users, over 75% of traffic for Alibaba's Quark and ByteDance's Doubao comes from China [11]. Group 4: Intensifying Competition Among General Assistants - While ChatGPT maintains its lead, competitors like Grok are rapidly closing the gap, with Grok's user base growing significantly after the release of its new model [15]. - Meta's AI assistant has seen slower growth, ranking 46th on the web and failing to make the mobile top 50 [15]. Group 5: Emergence of "Ambient Programming" - AI-assisted programming tools are emerging as a new growth area, with Lovable and Replit entering the main rankings, indicating a rapid rise in AI application generation [16]. - User retention data suggests that this trend is sustainable, with some platforms showing over 100% revenue retention among users in the U.S. [19].

最新发布的全球Top 100生成式AI消费应用榜单显示，ChatGPT继续稳居首位，但谷歌通过多产品矩阵策略大幅缩小差距，其通用助手Gemini在网页端获得 ChatGPT约12%的访问量，位列第二。 中国AI产品在全球市场表现强劲，阿里巴巴旗下夸克AI助手跃升至网页端第9位，字节跳动豆包位列第12位。榜单数据显示，50个网页端应用中有3个主要 服务中国用户的产品跻身前20，另有7个中国开发的产品主要面向海外市场。 全球AI消费级应用格局正趋向稳定，头部竞争却愈发激烈。 谷歌首次以独立域名形式在榜单中占据四个席位，展现其AI产品矩阵化布局效果。除Gemini外，面向开发者的AI Studio首次进入前10，学术研究工具 NotebookLM排名第13，AI实验平台Google Labs位列第39。 | | The lon | 50 | Gen AI Web | | Products, | bv Unique | | | --- | --- | --- | --- | --- | --- | --- | --- | | 1. | ChatGPT | 11. | remove bg | ਨਾ | IIEleven ...

Core Insights - The latest a16z report reveals a stable competitive landscape for consumer-grade GenAI applications, with significant Chinese players emerging in the top rankings [1][2]. Group 1: Top Web Products - ChatGPT leads the web product rankings with 11 million unique monthly visits, followed by Gemini with 15 million and deepseek at 13 million [2]. - Chinese applications such as DeepSeek (3rd), Quark (9th), and Doubao (12th) are making significant impacts, with five Chinese companies in the global top 20 [7][10]. - The overall trend indicates a diversification in the AI product ecosystem, with new entrants like Lovable gaining traction [5][44]. Group 2: Top Mobile Apps - ChatGPT also dominates the mobile app space with 11 million monthly active users, followed closely by Gemini at 12 million [3]. - Doubao ranks 4th, Baidu AI Search 7th, and deepseek 8th in the mobile app category, showcasing the strength of Chinese applications [10]. - The mobile app landscape is seeing a notable increase in new entrants, attributed to the crackdown on "copycat" applications, allowing original apps to thrive [45]. Group 3: Competitive Dynamics - The competition among general-purpose language model assistants remains fierce, with ChatGPT maintaining its lead while Google, Grok, and Meta are narrowing the gap [28][30]. - Grok has shown remarkable growth, achieving over 20 million monthly active users after launching new features [30]. - The report highlights the emergence of "vibe coding" platforms, indicating a shift in user engagement and retention strategies within the AI space [49][55]. Group 4: Notable Trends - The report identifies 14 "evergreen" companies that have consistently ranked in the top lists, reflecting their strong market presence and consumer engagement [66]. - The rise of video models in China is noted, with a concentration of research efforts leading to superior products compared to international counterparts [13]. - The report emphasizes the increasing globalization of AI applications, with a diverse range of companies from various countries making significant contributions to the market [69].

Core Viewpoint - Vibe coding, popularized by Andrej Karpathy, has gained traction in the tech industry, particularly among FAANG companies, although its definition and implementation remain contentious [1][5]. Group 1: Vibe Coding Popularity - A Reddit post suggests that vibe coding may be more prevalent than expected, with many employees at FAANG companies engaging in this practice [1][5]. - The post's author, an AI software engineer with over 15 years of experience, highlights the integration of AI in coding processes [3][4]. Group 2: Coding Process and Methodology - The coding process begins with reliable design documents and architecture, followed by writing tests before development [4][6]. - Key steps in the process include design reviews, task planning, software development using Test Driven Development (TDD), code review, and pre-release testing [6][13]. - Despite the involvement of AI, the process still requires significant human input, leading to debates about whether it truly qualifies as vibe coding [9][11]. Group 3: Perspectives on the Process - Some developers see value in the structured approach, advocating for detailed technical specifications and pre-development reviews [14][15]. - Others argue that the complexity of the process can hinder development speed, which may benefit independent founders [13][14].