Workflow
编程
icon
Search documents
年化收入超5亿,“AI编程独角兽”Cursor开发商估值已达99亿美元
Hua Er Jie Jian Wen· 2025-06-06 03:22
Group 1 - Anysphere, the developer of AI programming assistant Cursor, has rapidly emerged in the AI tools sector, completing a $900 million funding round in June 2023, raising its valuation to $9.9 billion [1] - This funding round was led by existing investor Thrive Capital, with participation from notable firms such as a16z and Accel, marking the company's third financing round in less than a year [1] - Anysphere's annual recurring revenue (ARR) has shown remarkable growth, doubling approximately every two months, surpassing $500 million by June 2025, a 60% increase from $300 million disclosed in mid-April [1] Group 2 - The core driver of Anysphere's explosive growth is its AI code editing software, Cursor, which has sparked a trend known as "Vibe Coding," making the programming process smoother and more conversational [2] - Cursor has significantly enhanced developer efficiency through features such as intelligent intent prediction, natural language interaction, and seamless integration with existing workflows [4] - Anysphere has successfully innovated its business model by introducing a $40/month enterprise licensing model, allowing companies to purchase team licenses, which has increased average revenue per user and reduced customer acquisition costs [2] Group 3 - Cursor has attracted over 30,000 paying enterprise customers, demonstrating its strong market demand and acceptance among developers [2] - The rapid rise of Anysphere has caught the attention of industry giants, with OpenAI reportedly making acquisition offers that were declined, leading OpenAI to acquire a competitor for approximately $3 billion [2]
不到 2 个月,OpenAI 火速用 Rust 重写 AI 编程工具。尤雨溪也觉得 Rust 香!
程序员的那些事· 2025-06-06 00:32
一、 OpenAI 用 Rust 重写 Codex CLI OpenAI 已用 Rust 语言重写了其 AI 命令行编程工具 Codex CLI,理由是此举能提升性能和安全性,同时避 免对 Node.js 的依赖。他们认为 Node.js "可能让部分用户感到沮丧或成为使用障碍"。 Codex 是一款实验性编程代理工具,可在 ChatGPT 的网页浏览器环境中运行,也能通过 Codex CLI 在本地 运行。它具备基于聊天的用户界面,CLI 既可交互式运行,也可在非交互式的静默模式下运行。 2025 年 4 月 17 日,Codex CLI 正式在 GitHub 上开源,可通过 WSL(Windows 子系统)在 macOS、Linux 或 Windows 系统上运行。 Codex CLI 其源代码主要为 TypeScript,需基于 Node.js 运行,但团队现已用 Rust 完成重写。 其三,性能优化 。Rust 无运行时垃圾回收机制,内存需求更低。 其四,可复用现有 Rust 版 MCP(模型上下文协议)实现 。Codex CLI 将同时具备 MCP 客户端和服务器功 能。 维护者 Fouad Mat ...
专家访谈汇总:台积电2nm良率突破90%
是2008年后禁摩令的出台,进一步推动了市场的萎缩。 ■ 未来可能出现类似于手机操作系统的割裂局面(iOS vs Android),即开发者必须选择某个大厂的 模型和平台(如OpenAI的GPT或Anthropic的Claude),这可能会限制开发者的选择空间和自由 度。 ■ AI编程工具和大模型的绑定可能导致市场变得更加封闭,开发者在选择工具时可能受到平台和模型 的限制,这种趋势可能影响整个行业的竞争态势。 ■ 用户的工具选择将越来越依赖于大模型的支持,而不是工具本身的特性,这可能导致平台之间的进 一步割裂和竞争。 ■ 随着AI编程工具的持续发展,行业可能会进入"平台化"阶段,导致更多AI巨头之间的竞争和合作, 推动开发者生态的形成。 4、 《 华为 WATCH 5 首发新麒麟芯片,全球首支持 5G》 摘 要 ■ 华为即将在6月11日发布的 华为 WATCH 5 ,被业界广泛关注,因为它将成为全球首款支持5G通信 的智能手表。 ■ 通过对该设备的拆解,知名博主证实了手表内部搭载了全新 麒麟芯片 和 5G eSIM通信模块 ,这为 手表提供了极速的网络连接和低延迟通信能力。 ■ 采用双引擎计算平台,结合高性能 ...
微软(MSFT.O)高管:编程仍是人工智能时代必不可少的技能。
news flash· 2025-06-05 21:42
微软(MSFT.O)高管:编程仍是人工智能时代必不可少的技能。 ...
5 万行代码 Vibe Coding 实践复盘:最佳实践、关键技术,Bitter Lesson
海外独角兽· 2025-06-05 11:00
Core Viewpoint - The article discusses the transformative potential of AI coding agents, highlighting their ability to generate code and automate programming tasks, thus enabling even those without extensive coding experience to become proficient developers [3][6]. Group 1: My Vibe Coding Journey - Vibe Coding refers to the practice of using coding agents to generate nearly 100% of the code, with tools like Cursor, Cline, and GitHub Copilot being popular choices [7]. - The author completed approximately 50,000 lines of code over three months, successfully developing three different products, demonstrating the effectiveness of AI in coding [8][9]. - The experience revealed that a lack of prior knowledge in certain programming languages can be advantageous when relying on AI, as it necessitates full dependence on the coding agent [8]. Group 2: Key Technologies of Coding Agents - Key coding agents include Cursor, Cline, GitHub Copilot, and Windsurf, with a strong emphasis on using the agent mode for optimal performance [13][14]. - The effectiveness of coding agents relies on three critical components: a powerful AI model, sufficient context, and an efficient toolchain [15][18]. - The article emphasizes the importance of providing clear and comprehensive context to the AI for successful task execution [11][12]. Group 3: Comparison of Coding Agents - Cursor is highlighted as the current leader in the coding agent space, particularly when using the Claude 3.7 Max model, capable of generating 100% of the code for large projects [44]. - Cline is noted for its open-source nature and superior support for the Model Context Protocol (MCP), but it lacks semantic search capabilities, which limits its effectiveness in handling large codebases [45]. - GitHub Copilot is seen as lagging behind in context management and MCP support, but it has the potential to catch up due to Microsoft's strong development capabilities [46]. Group 4: The Bitter Lesson in Agent Development - The article references "The Bitter Lesson," which suggests that embedding too much human experience into AI systems can limit their potential, advocating for a design that allows AI capabilities to dominate [47][48]. - The author’s experience indicates that reducing human input in favor of AI-driven processes can significantly enhance product performance, achieving a test coverage rate of over 99% [48].
Nature Cancer:中科大刘连新团队等揭示相分离促进肝癌发展的新机制
生物世界· 2025-06-05 03:43
撰文丨王聪 编辑丨王多鱼 排版丨水成文 对 酪氨酸激酶抑制剂 (TKI) 的耐药性削弱了其在 肝细胞癌 (HCC) 中的临床疗效。由 相分离 ( Phase Separation ) 形成的 应激颗粒 ( Stress Granules ) 对于应激反应至关重要,并且可能与治疗抵抗有关,但其在肝细胞癌中的机制尚不清楚。 2025 年 6 月 4 日, 中国科学技术大学附属第一医院 (安徽省立医院) 刘连新 、 王继洲 、 宋瑞鹏 、 张树庚 、 王嘉倍 等人在 Nature 子刊 Nature Cancer 上发表了题为: RIOK1 phase separation restricts PTEN translation via stress granules activating tumor growth in hepatocellular carcinoma 的研究论文。 该研究表明 , RIOK1 相分离通过应激颗粒限制 PTEN 翻译,促进肝细胞癌的肿瘤生长。 在这项最新研究中,研究团队通过筛选发现,非典型丝氨酸/苏氨酸激酶 RIOK1 在肝细胞癌 (HCC) 中高表达,且与不良预后相关,并且在各种应 ...
OpenAI收购的编程平台,被Claude突然断供?
Hu Xiu· 2025-06-04 11:46
AI赛道的商战,已经白热化到这种地步了吗? 就在上个月,AI编程平台黑马Windsurf才被曝出,将被OpenAI以30亿美元的价格收购,一时间风头无两。 然而,今天一大早,Windsurf CEO Varun Mohan就在X平台上控诉,Anthropic在不到五天的通知时间内,几乎全部切断了其Claude 3.x系列模型所有的第 一方调用容量(包括Claude 3.5 Sonnet、3.7 Sonnet和3.7 Sonnet Thinking)。 虽然Windsurf还有来自其他推理服务提供商的第三方容量,但由于通知时间太短,目前这些容量根本扛不住当前用户的需求。 基于此,Windsurf官方宣布上线一套应急方案: Claude Sonnet 4仍然可以通过自带密钥的方式访问。 在官方博客中,Windsurf也打起了道德感情牌: 用户对Claude 3.x模型的调用,可能会在短期内出现一些容量问题,直到新的容量上线,但整体情况应该会逐渐恢复。 推出Gemini 2.5 Pro的优惠价格,从原价1x降至0.75x。 停止向免费用户(或Pro计划的试用用户)提供Claude 3.x模型的直接访问。不过,新增了 ...
Windsurf 突遭 Claude 断供,创始人发文控诉
Founder Park· 2025-06-04 11:39
文章转载自「 新智元 」 AI 编程商战开启。 刚刚,AI编程工具Windsurf的联创兼CEO Varun Mohan发文称,Anthropic几乎没有提前通 知,就大幅减少了Windsurf对Claude 3.5和3.7 Sonnet模型的 服务配额 。 由于事先毫无预警,Windsurf只能紧急启用第三方推理服务来维持Claude模型的使用,但短期 内用户体验势必受到影响。 有 趣 的 是 , 在 Mohan 的 这 个 帖 子 下 面 , 谷 歌 AI Studio 与 Gemini API 的 产 品 负 责 人 Logan Kilpatrick回复了一个握手的表情。 也许,Windsurf急需谷歌的模型挺过这段艰难时间。 超 4000 人的「AI 产品市集」社群!不错过每一款有价值的 AI 应用。 邀请从业者、开发人员和创业者,飞书扫码加群: 进群后,你有机会得到: 01 Windsurf 官方回应激烈 对于Anthropic的这种做法,Windsurf给出了官方的激烈回应。 最新、最值得关注的 AI 新品资讯; 不定期赠送热门新品的邀请码、会员码; 最精准的AI产品曝光渠道 Windsurf称, ...
5G商用牌照发放六周年 差异化连接释放5G-A商业潜能
Core Insights - The article highlights the rapid growth and transformation of 5G technology over the past six years, emphasizing its role in driving economic development and digital transformation across various industries [1] - Despite the increase in 5G users and infrastructure, telecom operators are facing a challenge of "incremental growth without revenue increase," necessitating a shift towards differentiated connectivity strategies [2][3] Industry Overview - As of April 2025, China has established 4.439 million 5G base stations, with 1.081 billion 5G mobile users, accounting for nearly 60% of total mobile phone users [1] - Major telecom operators in China reported significant user growth, with China Mobile reaching 1.003 billion total mobile users and 578 million 5G users, while China Telecom and China Unicom reported 429 million and 349 million total mobile users, respectively [2] Revenue Challenges - The average revenue per user (ARPU) for 5G packages is only about 10% higher than that of 4G, with many users opting for low-cost packages that do not significantly boost revenue [2] - The global telecom industry is experiencing a "pipeline" dilemma, where increased data traffic does not translate into proportional revenue growth [2] Differentiated Connectivity Strategy - Leading telecom operators are exploring differentiated connectivity strategies to enhance revenue and value for both industries and end-users [2][3] - Differentiated connectivity aims to provide tailored services based on user needs, such as basic packages for casual browsing and specialized subscriptions for high-demand applications like video calls and gaming [2] Programmable Networks - High-performance programmable networks are essential for supporting differentiated connectivity services, allowing for dynamic resource allocation and improved service delivery [3][4] - The key elements of programmable networks include high performance and programmability, which enable operators to respond quickly to market changes and reduce operational costs [4][5] Future Development - The transition to high-performance programmable networks is seen as a gradual process, starting with 5G standalone and advanced networks, focusing on enhancing operational efficiency and service differentiation [4][5] - Programmable networks aim to simplify the translation of user needs into executable plans, facilitating rapid service deployment and integrating AI and automation into network management [5]
Immunity:中山大学邝栋明/陈东萍团队揭示肝癌通过多胺代谢重编程,削弱免疫治疗效果
生物世界· 2025-06-04 08:18
代谢重编程 ( Metabolic Reprogramming) 是 肿瘤进展 的标志性特征之一 , 深入 理解 代谢重编程与 恶性 表型 之间的 内在联系 ,对于开发 更 具靶向性和 持久疗效 的抗肿瘤策略具有重要意义。 然而 ,目前 关于 代谢重编程如何 驱动 免疫逃逸和 治疗抵抗中 的系统 机制 与直接证据仍较为匮乏 。 2025 年 6 月 2 日,中山大学 邝栋明 教授、 陈东萍 副教授团队在 Cell 子刊 Immunity 上 发表了 题为: Efflux of N1-acetylspermidine from hepatoma fosters macrophage-mediated immune suppression to dampen immunotherapeutic efficacy 的研究论文 。 该研究 基于 多队列肝癌样本 ,整合 代谢组学 、 转录组学测序和单细胞测序 等多组学数据,并结合 体内外 功能 实验, 系统 阐明了 肿瘤细胞通过代谢重编程 产生并 主动 外排 N1-乙酰亚精胺 ( N1-acetylspermidine , N1-Ac-Spd) , 诱导 免疫抑制性的 ...