"AI 可以生成代码了，人类程序员过往能写代码的核心竞争力没了，还能做些什么？" 最近，随着 AI 大模型能力的进一步精进， GitHub Copilot、Cursor、Devin、Manus、 Claude 等工具密集刷新登场，程序员圈子里越来越多的人开始发出这样的疑问。 要知道，过去调 Bug、查文档、撸代码，样样都得亲力亲为，如今只需对着屏幕说句话， 或敲一句自然语言，AI 就能唰唰唰地帮你把项目生出来。比如你随口一句" 用 JavaScript 写个贪吃蛇 "，或许咖啡还没凉，一个能跑的网页游戏就已经搭好了；又比如，前 OpenAI 大佬 Andrej Karpathy 不久前在社交平台 X 上展示的：哪怕完全不会 Swift，也能靠 AI 在 一小时内搓出个 iOS 应用 。 Karpathy 把这种方式叫作 "氛围编程"（Vibe Coding）——听起来有点玄，其实就是"和 AI 唠嗑写代码"。不管是开发者还是普通爱好者，都不用死磕语法、也不再纠结框架配置， 直接说："我要一个自动登录的按钮"、"这里加个缓存"，AI 就一行一行替你敲好。听起来 像开挂一样，但问题也随之而来：代码是能跑没错，可你 ...

Core Insights - Investor interest in AI programming assistants is surging, with Cursor's Anysphere product in talks to raise funds at a nearly $10 billion valuation [1] - Anysphere's previous funding round valued the company at $2.5 billion based on a $100 million ARR, indicating a significant increase in investor willingness to pay higher multiples for fast-growing companies [1] - Current ARR for Anysphere may have risen to $150 million, suggesting a potential valuation of 66 times its ARR if the new funding round is successful [1] - Codeium, the company behind the AI coding editor Windsurf, is seeking funds at a nearly $3 billion valuation, with investors valuing it at 70 times its approximately $40 million ARR [2] - The rapid adaptation of AI in coding tools is outpacing its application in other sectors such as sales, legal, and healthcare [2] - Investors are also engaging with Poolside, another AI coding company developing its own LLM [3]