编译 | 郑丽媛 出品 | CSDN（ID：CSDNnews） 要是 放在几年前，一个 几乎一行代码都写不出来 的人 ， 能 在短短四个月内交付 几十 个真实可用 的软件项目， 这 听起来 简直 是 " 天方夜谭 " —— 但在 AI Agent 时代，这正在成为现实。 Ben Tossell ， Factory 开发者关系主管、前 No-Code 创业者，在最近的一次推文中 表示 ：过去 4 个月，他通过终端与 AI Agent 协作，累计消耗了约 30 亿个 token，完成了数十个真实项目的开 发与上 线。 这篇推文吸引了诸多网友的注意，目前浏览量已高达 380 万，点赞人数也超过 7900 人。 " 有人 管我 叫 V ibe- C oder（氛围 编码者 ） ， 但这个词忽略了一个事实 ： 这 还是 需要 一定 技 术含量的 。 " 而 Ben To ssell 坦言 ， 他 从不 读 代码 ，只是 会 非常 认真地 看 AI Agent 的输出 。 在 这个过程中， 他 逐渐 摸清了代码的运行逻辑、项目的搭建流程，也搞懂了程序容易在哪栽跟 头、又能在哪出彩 ： " 这，就是我 们 这一代人的 ' ...

机器之心编辑部 长久以来，代码世界的大门似乎只对少数掌握秘术的人敞开。我们被告知：你必须先理解内存、掌握语法、忍受枯燥的文档，才配谈论创造。 现在，随着大模型的发展，编程不再是一场苦修，而是一场大型即时策略游戏。在这个游戏里，很多人学会了与 AI 并肩作战，学会了用一种更纯 粹、更直抵本质的方式去构建自己想要的世界。 Ben Tossell（Factory 开发者关系主管）就是其中一员。他是一位不怎么会写代码的人，在过去四个月里，却消耗了 30 亿个 Token。 这意味着每一分、每一秒，他都在通过终端窗口，观察 AI Agent 写下那些他凭一己之力永远无法写出的复杂代码。 或许有人会将这种方式贬低为所谓的氛围编程（Vibe-coding），但在 Tossell 看来，这个词带有某种傲慢的偏见。它像极了 2019 年人们对无代码 （No-code）的刻板印象 —— 而正是那一年，他创办了自己的无代码教育公司并最终被 Zapier 收购。这种偏见选择性地忽视了隐藏在交互与调度背后 的核心技能。 在 Tossell 看来，编程新范式下，衡量一个人的技术能力不再是看他能否默写语法，而是看他能否驾驭系统。 从无代码 ...

编辑 | Tina 本文为《2025 年度盘点与趋势洞察》系列内容之一，由 InfoQ 技术编辑组策划。本系列覆盖大模型、Agent、具身智能、AI Native 开发范式、AI 工具链与 开发、AI+ 传统行业等方向，通过长期跟踪、与业内专家深度访谈等方式，对重点领域进行关键技术进展、核心事件和产业趋势的洞察盘点。 本系列力求以体系化视角帮助读者理解年度技术演化的底层逻辑、创新方向与落地价值，并为新一年决策提供参考。内容将在 InfoQ 媒体矩阵陆续放出，欢 迎大家持续关注。 "氛围编程"可以说是今年最热最出圈的话题了。然而，从"用 LLM 快速拼装应用"爆红，到现在也不过才六个月，就明显开始"退潮"了。 最直观的体现，是全线产品的用户流量出现大幅下滑。 降幅最大的当属 Lovable，其流量在近几个月内从 3500 万掉到不足 2000 万，几乎砍半。其它几个明星产品也没好到哪里去，Bolt.new 下降了 27%， 而 Vercel v0 自 5 月以来下降了 64%，Cursor、Replit、Devin 等平台也未能独善其身，唯一例外的是仍在依靠投放驱动的 Base44。 连 Bolt.new 的 ...

Core Insights - Builder.ai, once a leading AI startup valued at $1.5 billion, has filed for bankruptcy due to inflated sales figures and mounting debts, leading to the resignation of its CEO [3][19] - The company spent 80% of its revenue on marketing rather than product development, which contributed to its downfall [10][21] - Allegations of financial misconduct and misrepresentation of AI capabilities have surfaced, drawing comparisons to other failed tech startups [13][23] Company Overview - Builder.ai was founded by Sachin Dev Duggal, who aimed to simplify software development for businesses without requiring programming skills [5][6] - The company gained significant attention and investment, totaling $450 million, particularly after the rise of AI technologies like ChatGPT [7][18] - Despite its initial success, Builder.ai's actual revenue was significantly lower than reported, with discrepancies of $1.15 billion in FY2023 and $1.66 billion in FY2024 [18][19] Financial Mismanagement - The company faced severe cash flow issues, with debts including $85 million owed to Amazon and $30 million to Microsoft [4][18] - Internal investigations revealed that Builder.ai's revenue was grossly exaggerated, leading to a loss of investor confidence [19][21] - The current CEO, Manpreet Ratia, has stated that Builder.ai should serve as a cautionary tale for investors and executives [3][18] Marketing Strategy - Builder.ai's marketing strategy focused heavily on promoting its AI capabilities, spending approximately $42 million on marketing in 2024, which was 80% of its revenue [10][21] - The company participated in major tech events to showcase its AI project management tool, "Natasha," which was marketed as simplifying app development [9][10] - Despite the marketing efforts, the actual product development and delivery were criticized for being inefficient and heavily reliant on manual labor [21][22] Industry Context - The rise of AI technologies has led to a surge in investments in AI startups, but also an increase in scrutiny and allegations of fraud within the sector [23][25] - Builder.ai's collapse highlights the risks associated with overhyping AI capabilities without delivering tangible results [23][24] - The situation reflects a broader trend in Silicon Valley where companies may leverage AI terminology to attract funding, regardless of their actual technological capabilities [23][25]

Core Viewpoint - Builder.ai, once a leading AI startup valued at $1.5 billion, has faced a dramatic downfall due to inflated sales figures and mounting debts, leading to its bankruptcy filing in Delaware [4][5][24]. Group 1: Company Background and Growth - Builder.ai was founded by Sachin Dev Duggal, who aimed to simplify software development for businesses without requiring programming skills [7]. - The company initially did not emphasize its AI capabilities, but after significant funding in 2018, it began to market itself as an AI-driven platform [7][8]. - The launch of ChatGPT in late 2022 catalyzed investor interest, resulting in a total investment of $450 million from various investors, including Qatar Investment Authority and SoftBank [9]. Group 2: Financial Mismanagement and Decline - The company's board discovered that Builder.ai's reported revenues were significantly exaggerated, with actual revenues for FY2023 being only $42 million against reported figures of $157 million [23]. - By 2024, the discrepancy widened further, with reported revenues of $217 million but actual revenues of just $51 million [23]. - The company faced severe cash flow issues, leading to unpaid debts of $85 million to Amazon and Microsoft [5][23]. Group 3: Marketing and Operational Strategies - Builder.ai spent approximately 80% of its revenue on marketing rather than product development, with promotional expenses reaching $42 million by 2024 [11][10]. - The company aimed to make software creation as easy as ordering food, promoting its AI project management tool "Natasha" at various tech conferences [12][10]. - Despite claims of AI capabilities, internal documents revealed that much of the work was performed by human contractors rather than AI technology [25][26]. Group 4: Legal and Ethical Concerns - Allegations surfaced regarding the company maintaining two sets of financial records, one for investors and another for internal use, raising concerns about transparency [17]. - Former executives compared Builder.ai to Theranos, suggesting it operated on misleading claims about its technology [17]. - The company's practices of underpaying contractors and misrepresenting its AI capabilities led to significant backlash from former employees [26][25].

Core Viewpoint - Baidu's "MiaoDa" platform, the first conversational application development platform in China, has officially launched, aiming to democratize AI application development and make intelligent agents accessible to everyone [2]. Group 1: Platform Features - MiaoDa combines "no-code programming + multi-agent collaboration + multi-tool invocation," fundamentally changing traditional development processes [1]. - Users can generate complete functional code by simply describing their needs in natural language, achieving a development experience of "3 minutes to generate + 1 hour for iteration" [1]. - The platform includes a "smart agent collaboration matrix" with over ten vertical domain agents, allowing users to dynamically adjust strategies and behaviors based on task requirements [1]. Group 2: Integration and Support - MiaoDa integrates various third-party tools and services, enabling seamless connections with different data sources and tools, thus providing full-link support from demand to deployment [1].