以下文章来源于腾讯研究院 ，作者王强 腾讯研究院 . 腾讯公司设立的社会科学研究机构，依托腾讯公司多元的产品、丰富的案例和海量的数据，围绕产业发 展的焦点问题，通过开放合作的研究平台，汇集各界智慧，共同推动互联网产业健康、有序的发展，致 力于成为现代科技与社会人文交叉汇聚的研究平台。 本文来自微信公众号： 腾讯 研究院 ，作者：王强 （腾讯研究院前沿科技研究中心主任） ，原文标 题：《99%的程序员都会失业吗？丨AI原生研究系列之AI Coding》，题图来自：AI生成 又到一年高考季，因为这几年一直在研究大模型，有好几个家长朋友都来咨询，要不要给自己孩子报 考计算机专业？接到这个问题，面对"周更"、甚至"日更"的大模型浪潮，着实难给出一个准确的回 答，只能说： 编程作为一种抽象和拆解问题的方法论依旧重要，但写代码这件事正被重新定义—— 自然语言正快速变成新的最高级的编程语言。 AI界的大V安德烈·卡帕斯 （Andrej Karpathy） 长期在X社交账号上置顶的一句话，道出了当下的心 情： 最火的新编程语言，是英语 （The hottest new programming language is Engl ...

Core Viewpoint - The article discusses the rapid rise of AI-driven startups, exemplified by the acquisition of the AI startup Base44 by Wix for $80 million, highlighting the potential for small teams to achieve significant valuations and profitability in the AI sector [3][10][12]. Group 1: Base44's Journey - Base44, founded by 31-year-old programmer Maor Shlomo, achieved profitability within six months of its inception, generating $1 million in annual recurring revenue (ARR) in just three weeks and surpassing 250,000 users [5][9]. - The company operates in the Vibe Coding space, allowing users to create applications using natural language, which has gained traction in the tech community [7][9]. - Base44's rapid growth and profitability, with a profit of $189,000 in May, contrasts with the traditional perception of AI startups requiring extensive funding [9][12]. Group 2: Acquisition by Wix - Wix, an established internet giant with over 260 million registered users and a market cap exceeding $8.7 billion, acquired Base44 to enhance its AI-driven software capabilities [11][12]. - The acquisition deal includes an initial payment of $80 million, with potential additional bonuses based on performance metrics until 2029 [11][12]. - Shlomo, as the sole shareholder, stands to gain significantly from the sale, with employees also benefiting from retention bonuses [10][12]. Group 3: The AI Wealth Creation Trend - The article highlights a trend where small teams are generating substantial revenues, with examples like Midjourney achieving $500 million in annual revenue with just 40 employees [14][15]. - The average revenue per employee in these AI startups is reported at $2.79 million, showcasing the efficiency and high valuation potential of small teams [15]. - The narrative emphasizes a shift in the entrepreneurial landscape, where traditional growth models are being replaced by lean, AI-driven operations that can yield high valuations with minimal personnel [16].

以下文章来源于投资界 ，作者吴琼 投资界 . 清科创业旗下创业与投资资讯平台 只有8名员工。 文 ｜ 吴琼 来源｜ 投资界（ID： pedaily2012） 封面来源 ｜ 视觉中国 AI造富到底有多凶猛？ 上周，一起并购进入我们视野：海外互联网巨头Wix宣布，正式收购一家AI初创公司Base44，交易金额为8000万美元（约合5.7亿元人民币），以现金支 付。 乍眼一看，交易双方都算不上很知名。但在氛围编程（Vibe Coding）社区里，Base44风头正劲。它身上有着太多不可思议： 由一位90后程序员Maor Shlomo创办，成立至今短短6个月，公司已经实现盈利。正值高速发展之际，创始人却把公司卖了，自己和员工意外实现财富自 由。 因为你可能想象不到，这样一家公司背后，只有8名员工。 一位90后程序员创业 半年就开始盈利 其实在Base44项目之前，Shlomo就在AI创业圈小有名气。 今年31岁，Shlomo是一位程序员。早在2017年，他就与朋友共同创办数据分析公司Explorium。后者目前拥有100多名员工，并获得全球知名投资机构 Insight Partners的投资。 直至2024年，在一次 ...

Core Insights - The AI programming sector is rapidly evolving, with significant investments and innovations, particularly highlighted by the success of Cursor and its parent company Anysphere, which reached a valuation of nearly $10 billion in just three years [1][4][5] - The competition in the AI programming space, referred to as the "Hundred Coding Battle," is intensifying, with at least seven AI programming unicorns globally, collectively raising over 34 billion RMB [3][4][5] - Domestic players in China are lagging behind their international counterparts, with major companies like ByteDance and Alibaba making strides but still not matching the innovation and market penetration of Cursor [1][11][17] Investment Landscape - Anysphere's valuation skyrocketed from $2.6 billion in January to approximately $9.9 billion by June, with total funding exceeding $1 billion [4][5] - The annual recurring revenue (ARR) for Cursor is reported at $500 million, indicating strong market demand and a lucrative business model [5] - The AI programming market is estimated to exceed $600 million, driven by a growing need for tools that can replace high-salary programmers [5][11] Competitive Dynamics - Cursor has emerged as a leader in AI programming tools, surpassing Microsoft's GitHub Copilot, which previously dominated the market [15][16] - The competitive landscape is characterized by a mix of established companies and startups, with significant funding rounds being reported for various players, including Windsurf and Poolside [5][6][7] - The domestic market in China is seeing increased activity, with major firms launching AI programming assistants, but none have yet achieved the same level of success as Cursor [10][11][17] Market Challenges - Domestic developers face challenges due to a lack of mature AI models and a less developed ecosystem compared to international counterparts [11][12][17] - The potential for a Chinese equivalent of Cursor exists, but significant hurdles remain, including market size limitations and the need for innovative product offerings [12][13][14] - The AI programming sector is seen as a high-stakes arena, with the potential for rapid evolution and disruption, but also significant competition from established players [18][19]

作者 | 凌敏 氛围编程（Vibe Coding）彻底火了，甚至已经成为硅谷近期最火热的概念。 今年 2 月，OpenAI 联合创始人、前特斯拉 AI 负责人 Andrej Karpathy 提出氛围编程概念：你完全沉浸在氛围里，拥抱指数式增长，甚至忘记代码本身 的存在。"我只是看到什么就说什么，运行，复制粘贴，然后基本能跑起来。如果发生错误，就把错误信息再塞给 AI，接受它的改动，试试看能不能 行，然后反复这个流程。" 随后，氛围编程在国内外的科技社区迅速走红，一度成为开发者群体的"新精神图腾"。YC CEO Garry Tan 更是直言："氛围编程不是一阵风潮，也不会 消失；它是编码的主流方式，如果你不这么做，就可能被落在后面。" 与传统的软件开发相比，氛围编程更强调通过自然语言描述需求，由 AI 自动生成代码。这种方式极大地简化了开发流程，开发者能够专注于创意和功能 实现，而不是代码细节。此外，氛围编程也能让完全没有技术背景的人参与到编程中来。 人人都是程序员的畅想，在这一刻更加清晰了。 而氛围编程之所以可行，正如 Karpathy 所说的那样： 大模型已经强大到离谱了。 如今的大模型，编程能力早已不在 ...