这场对话的双方，一位是特斯拉前AI总监、OpenAI创始成员 Andrej Karpathy，他是「Software 2.0」概念的提出者，一直站在编程范式转移的最前沿； 另一位是 Claude Code 的缔造者、Anthropic 的核心人物 Boris Cherny，他正在亲手打造终结传统编程的工具。 他们的讨论不仅仅是关于工具的迭代，更像是一场关于人类技能边界的哲学思辨。 当代码不再由人类一个个字符敲击而出，我们究竟是在进化，还是在退化？ 这场对话揭示了一个残酷而兴奋的事实： 我们正处于从「命令式编程」向「声明式意图」彻底转型的奇点。 Andrej Karpathy与Claude Code负责人Boris Cherny展开了一场关于编程未来的终极对谈。面对AI接管100%代码编写的现状，Karpathy坦言人类正处于 「脑萎缩」与能力进化的十字路口。 本文深度解析了从Software 2.0到Agentic Coding的范式转移，揭示了在Opus 4.5等强力模型加持下，程序员如何从「搬砖工」进化为「指挥官」，以及不 仅要面对效率的飞跃，更要警惕「垃圾代码末日」的隐忧。 2026年的开篇，科技圈被一 ...

当 OpenAI 也开始努力追赶 Vibe Coding 的热潮，新推出 CodeX MacOS 桌面端应用后，苹果系的开发者大本营——苹果 Xcode，也终于正式迎接 AI 的加 入。 当地时间 2026 年 2 月 3 日，苹果公司正式发布了 Xcode 26.3 版本，最引人关注的特性，是引入了「智能体编程」支持。 开发者现在可以直接在苹果的集成开发环境中，调用来自 Anthropic 的 Claude Agent，和来自 OpenAI 的 Codex 等 AI 智能体。 与以往单纯的代码补全建议不同，这些智能体通过模型上下文协议与 Xcode 深度集成，能够以更高的自主性执行复杂任务。 根据苹果官方介绍，集成后的 AI 智能体可以浏览和搜索整个 Xcode 项目结构；读取、写入、编辑、移动和删除文件；根据指令构建项目；甚至自动抓取 苹果官方开发者文档来解决问题。 作为苹果开发者的大本营，Xcode 引入 AI，会是普及「Vibe Coding」的又一把火吗？ 01 功能强大了，但也更「莽撞」了 其实，早在 2024 年发布的 Xcode 16 时代，苹果就尝试引入 AI 功能。不过，当时大模型的爆发仍 ...

（图源：苹果官网与Anthropic官网） 在这一模式下，开发者可将目标直接交由Agent执行，由其自主完成任务拆解、代码修改、界面调试以及开发文档检索等开放工作。 相较于此前Xcode 26引入的ChatGPT与Claude模型的代码补能力，此次升级不仅开放了对Claude Agent SDK的原生支持，还通过Model Context Protocol（MCP）标准实现与更多Agent系统的兼容。 这将让开发者可以在IDE中直接调用包括子Agent、后台任务、插件等一整套Agent生态能力，推动开发流程走向"目标驱动型AI"。 目前，所有苹果开发者计划成员均可获取Xcode 26.3的候选版本，该版本也即将登陆App Store正式上线。 01.Claude Agent与Codex同步接入Xcode 苹果Xcode支持智能体编程，集成Claude和Codex。 智东西2月4日报道，今日凌晨，苹果与Anthropic联合宣布，面向苹果平台开发者的官方编程工具Xcode推出26.3候选版本，并首次原生集成 Claude Agent，支持以Agentic Coding（智能体编程）方式开发。 除了Claude ...

【华泰计算机】Agenticcoding的加速崛起对软件/算力的影响 12025年是Agent元年，2026年将是Agent爆发的年份，体现在两方面：一是Agentic Coding（智能体编码）的迭代速 度会大幅加快；二是国内外大厂会激烈争夺个人Agent助手的超级入口，均会成为下一轮token加速的重要推手。 这种爆发，不仅会带来算力需求数量级的提升，也会带来存储和CPU新的结构性需求。 【华泰计算机】Agenticcoding的加速崛起对软件/算力的影响 12025年是Agent元年，2026年将是Agent爆发的年份，体现在两方面：一是Agentic Coding（智能体编码）的迭代速 度会大幅加快；二是国内外大厂会激烈争夺个人Agent助手的超级入口，均会成为下一轮token加速的重要推手。 这种爆发，不仅会带来算力需求数量级的提升，也会带来存储和CPU新的结构性需求。 当前算力通胀的链条正从存储、先进封装、CPU，向云服务和数据中心传导。 2它们有两个显著特点：1）200K tokens的超长上下文；cowork要加知识库来永久性的存储用户资料，这些都指向 了存储需求的增加，且呈现出从HBM逐步外 ...

今日早参 2026 年 1 月 27 日 易峘 首席宏观经济学家 邮箱：evayi@htsc.com 今日热点 宏观：进退两难的日元再度迎来"干预窗口" 上周五（1 月 23 日），日元在日央行发布会后以及美国交易时间出现快速升 值，截至周一（1 月 26 日）的两个交易日内累计升值 2.6%至 154.2 日元/美 元，背后主要是美国和日本释放出"利率检查"（"rate check"）信号，市场 猜测美日未来或联合干预日元汇率。历史上，日本当局在"利率检查"后较 短时间内就会启动汇率干预，若外汇干预落地，短期或推动日元升值。鉴于 日央行货币政策大幅落后于利率曲线，或已错失"优雅转身"的最佳时间窗 口：日本财政扩张预期叠加利率落后于曲线，日债收益率或易上难下，日元 资产亦或进入高波动阶段。 风险提示：日本众议院选举结果超预期；日本通胀水平超预期。 研报发布日期：2026-01-26 研究员 易峘 SAC:S0570520100005 SFC:AMH263 胡李鹏 SAC:S0570525010001 SFC:BWA860 陈玮 SAC:S0570524030003 SFC:BVH374 宏观：1 月 FOMC ...

2025 年智能体全面爆发。但实际落地中，编码领域的智能体成为核心突破点，其中 Anthropic 的 Claude Code 表现尤为突 出。 整理 | 褚杏娟 根据 YC 最新数据，Anthropic 的模型份额突破 52%，正式超越长期霸主 OpenAI。2024 年到 2025 年初，Anthropic 的份额大 多维持在 25% 左右，但在过去 3 到 6 个月中实现了"曲棍球棒"式的陡峭增长。这种转变的核心驱动力在于 Anthropic 优秀的编 写代码能力，这让它成为许多开发人员的首选工具，并渗透到其他使用场景。 近期，Anthropic 首席产品官 Mike Krieger 做客"AI Daily Brief"节目，系统梳理了"vibe coding"在未来的发展方向。 从 Claude 早期对编程能力的聚焦，到像 Claude Code 这样更广泛应用智能体的兴起，他详细拆解了软件工程师、非技术背景 的创作者，以及希望从聊天机器人迈向真正 Agent 化工作流、底层基础设施以及可量化投资回报的企业团队，正在面临的问 题，以及 Anthropic 为此将在 2026 年进行的优化方向，比如重点 ...

Core Insights - The emergence of AI Agents is significantly reducing labor costs in software development, potentially allowing projects that previously took weeks or months to be completed in just hours or a week [1][4] - The article discusses the transformative impact of AI tools on development processes and suggests that 2026 may mark a pivotal turning point for the industry [1] Software Delivery Costs - The initial wave of cost reduction in custom software development was driven by the rise of open-source solutions, which eliminated high licensing fees associated with proprietary databases [2] - The complexity of software engineering has increased in recent years, leading to a perception that development costs have not decreased significantly [2] Cost Savings from AI Agents - AI Agents are expected to drastically lower labor costs in software development, with the potential for a 90% reduction in costs [5][4] - Traditional development processes require a small team for tasks such as CI/CD setup, data access organization, and extensive testing, which can take a month to complete [5] - With AI Agents, these processes can be completed in a matter of hours, allowing for rapid development and reduced communication overhead [6] Release of Potential Demand - The reduction in production costs does not merely lead to lower spending but can result in increased demand for software solutions, as illustrated by the Jevons Paradox [7] - Many companies have significant untapped software needs, and lowering development costs could lead to a surge in demand for new applications [8] Importance of Domain Knowledge - Despite the advancements in AI, human oversight remains crucial to ensure quality and direction in software development [10] - Developers who master AI tools will become highly efficient in solving business problems, leveraging their domain knowledge to enhance productivity [10] Future of Software Development - The combination of business experts and skilled developers using AI tools will enable rapid iteration and development, potentially reducing the need for large teams [11] - The industry is on the brink of significant change, with the potential for software development to evolve faster than anticipated as AI technology continues to advance [12] AI in Legacy Code Management - AI Agents can simplify the understanding and maintenance of legacy code, making it easier to identify bugs and suggest fixes [13]

Please join me in envisioning a world where software has zero bugs. Not just a few bugs, but actually literally zero bugs. Okay. Okay.Just bear with me now. So for most people, let's just say people who aren't software engineers, bugs are actually just not a very big part of their life. Period.Most of the apps that we use on our phones, our social media, our news, that stuff pretty much works most of the time. The camera works most of the time. Any of those most popular apps, banking, they work really well ...

Core Insights - HubSpot is leveraging AI advancements to enhance its marketing tools, particularly through its AI assistant, Breeze, which automates various marketing functions [1][7] - The company reported strong financial results for Q2 2025, with revenues of $760.9 million, a 19% year-over-year increase, and subscription revenue of $744.5 million, also up 19% [9] - Despite a year-to-date stock decline of 35%, analysts remain optimistic about HubSpot's ability to compete in the evolving AI landscape, with a Strong Buy consensus rating [10][11] Company Overview - HubSpot, established in 2006, offers a cloud-based marketing software platform that addresses challenges in CRM, social media, content management, and SEO [2] - The platform is popular among inbound sales teams, direct marketers, and customer service professionals [2] AI Integration - HubSpot is utilizing agentic AI to allow users to create and modify their own AI tools, enhancing flexibility in online marketing [7] - The company is developing various AI agents, including prospecting, closing, personalization, and data agents, to automate time-consuming tasks [7] Financial Performance - In Q2 2025, HubSpot's revenue reached $760.9 million, exceeding expectations by $20.8 million, with earnings of $2.19 per share, surpassing forecasts by 7 cents [9] - The company had $1.9 billion in liquid assets at the end of Q2 [9] Market Position and Analyst Outlook - Analysts, including Ryan MacWilliams from Wells Fargo, believe HubSpot is well-positioned to monetize agentic AI and maintain a competitive edge due to its established customer base and data [11] - The stock has a price target of $685, indicating a potential upside of 51.5% over the next year, supported by a Strong Buy consensus from 29 analysts [11]

Core Insights - Nuvini Group Limited has reported significant productivity improvements following the transition of its development teams to AI-driven coding platforms, with developers experiencing an average productivity increase of 40% and the top quartile achieving up to 8x improvements [1][2][3] Company Overview - Nuvini is a leading serial acquirer and operator of B2B SaaS companies in Latin America, focusing on acquiring profitable, high-growth SaaS businesses with strong recurring revenue and cash flow generation [4] - The company aims to foster an entrepreneurial environment to enable its portfolio companies to scale and maintain industry leadership, with a long-term vision of creating value through strategic partnerships and operational expertise [4] AI Integration and Future Strategy - The integration of AI-native development processes is expected to enhance operational efficiency across Nuvini's portfolio and become a cornerstone of its M&A strategy, unlocking new value creation levers [3] - Nuvini's CEO emphasized that the shift to agentic coding is not just about hype but about delivering faster and more reliable outcomes, which will allow for reinvestment in new acquisitions [3]