在开发者的世界里，黑底白字的终端窗口曾是最原始的工具——直到AI闯了进来。当所有人都在改造VSCode、打磨IDE时，一家名叫Warp的创业公司却 反其道而行，把终端这个"老古董"改造成了AI时代的全能工作台。他们的创始人Zach Lloyd最近在红杉资本的访谈中，讲述了一个关于技术选择、商业博 弈和未来愿景的故事——这可能是2026年最值得开发者关注的产品哲学。 为什么是终端？一场意外的好运气 当Zach Lloyd回顾Warp的发展历程时，他用了一个词："巨大的运气"（a great stroke of luck）。这听起来有点谦虚，但他说的是实话。 在AI编程工具爆发的这两年里，几乎所有创业公司都在做同一件事：fork一份VSCode，往里塞个AI模型，然后换个名字发布。市面上充斥着几十款长得 一模一样的"AI IDE"，它们的差异仅仅是UI配色和订阅价格。但Warp走了一条完全不同的路——他们选择了终端。 "终端这个东西，天生就适合AI代理（agent）工作，"Zach解释道，"所有的交互都是基于时间序列的，输入文本、输出文本，自动记录日志，可以轻松让 多个agent并行运行。" 当GitHub Co ...

Core Argument - The IDE is not dead; human interaction with source code remains essential, even with AI assistance [1][8][11] - Source code is a language intended for human consumption, requiring visual interfaces for understanding AI agent actions [3][8][9] - The best user interface for code interaction is likely a GUI, optimized for presenting and navigating source code [12][13] Zed's Vision and Strategy - Zed aims to provide the ultimate interface between humans, source code, and AI agents, acting as a "Switzerland" for collaboration [41][40] - Zed is building a vertically integrated environment with fine-grained tracking of code evolution, enabling anchored conversations and interactions [38][39][40] - Zed's architecture prioritizes performance, aiming for zero perceptible lag in keystroke feedback [30][31] - Zed is designed as an inherently collaborative environment for multiple humans and AI agents [81][82] Agent Client Protocol (ACP) - ACP aims to democratize AI agent integration, allowing developers to use various agents with a great UI, similar to the Language Server Protocol [44][46] - ACP facilitates the externalization of agent intelligence, enabling different agents to compete and specialize in particular problems [45][46] AI's Role in Coding - LLMs are good at generating code from well-known knowledge and implementing code from abstract models [71][75] - LLMs are less helpful when the task involves novel problem-solving or when the code is not the primary constraint [72][73][76] - The industry is exploring how to manage multiple conversations with multiple agents and make those conversations more valuable [88] User Base and Adoption of AI - Zed has approximately 170,000 active developers, many of whom are experienced engineers [2][54] - About half of Zed users are using edit prediction, and a quarter are using agentic editing [56] Future IDE Evolution - The IDE will evolve into a collaborative environment where conversations with agents can be shared with human teammates [82] - Codebases will become metadata backbones, with conversations, edits, and context linked directly to the code [83][84] - The IDE interface will evolve to put conversations front and center, potentially modeling conversations as evolving documents [85][89]

Product Launch - Y Combinator 支持的新产品 "Chad: the Brainrot IDE" 发布，引发关注 [1] - 该产品因过于新颖，一度被误认为是虚假产品 [1]