Core Viewpoint - The article presents a unique perspective on the AI programming landscape, arguing that the development of large models is still in its infancy and that the current focus on enhancing programmer efficiency may overlook deeper opportunities in the market [2][3]. Group 1: Non-Consensus Judgments - Non-consensus 1: The foundational models are still in their "infancy," with significant room for innovation in network structures [4][5]. - The current Transformer-based models have fundamental issues in learning mechanisms and knowledge compression efficiency, which can be addressed through continuous iteration and innovation in model architecture [5][6]. - The company has developed a new model architecture called AIGCoder, which improves training efficiency by over 1.3 times compared to baseline models [8]. Group 2: Market Strategy - Non-consensus 2: The notion of "avoiding the big tech path" is a false premise; true competitive advantage lies in solving more complex problems within the same domain [9][10]. - The company aims to innovate at the foundational technology level to create an "All-in-one" solution, rather than just integrating various APIs to create superficial products [11][12]. - The company categorizes AI for coding into five stages, with a focus on achieving L3, which involves end-to-end programming without programmer intervention [12][13]. Group 3: Emerging Market Demand - Non-consensus 3: The personalized application market is poised for explosive growth, with new demand far exceeding existing market replacements [16][17]. - The company believes that the demand for software development solutions is suppressed by traditional high costs and complex processes, and that a new market will emerge once low-cost, efficient solutions are available [18][19]. - The latest product, AutoCoder, is designed to generate complete applications quickly, targeting a wide audience, including non-technical users and small business owners [19][20]. Conclusion - The company's strategy revolves around self-developed foundational models, a challenging end-to-end approach, and targeting suppressed incremental demand, which collectively form its core development path [22]. - The article emphasizes that the journey in AI programming is just beginning, with the potential for significant market transformation [25].