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专访得帆信息CEO张桐:AI Coding To B,小公司搞不了
3 6 Ke· 2025-06-11 03:05
Core Viewpoint - The company is undergoing a significant transformation from a traditional software provider to an AI-focused enterprise, driven by the realization that AI tools will replace many programming tasks, leading to a potential reduction in the workforce by half in the coming years [1][4][10]. Company Strategy - The company has shifted its strategy to focus on AI Coding and AI Integration, launching two new platforms: DefineCoding.AI and DefineFlow.AI, which aim to enhance enterprise-level AI capabilities [4][8]. - The new products are designed to cater to a broader audience, including both professional developers and non-technical business users, addressing the complexity of IT environments in Chinese enterprises [5][17]. Market Positioning - The company positions itself in the No/Low Code segment, targeting internal digital IT departments and business personnel, contrasting with competitors that focus primarily on professional developers [5][17]. - The company believes that the integration of AI Coding and AI Integration is essential for creating a closed-loop of intelligent applications within enterprises, allowing for real-time interaction with external AI models and services [9][18]. Competitive Landscape - The AI Coding market is becoming increasingly competitive, with numerous startups and established players vying for dominance. The company leverages its decade-long experience and a strong client base, including major corporations, to differentiate itself [8][19]. - The company acknowledges the challenges posed by large tech firms developing their own AI solutions but believes that its focus on enterprise needs and local deployment will provide a competitive edge [20][21]. Future Outlook - The company anticipates that traditional software development methods will become obsolete within three years, emphasizing the need for a rapid transition to AI-driven solutions [10][14]. - The leadership is optimistic about the future, viewing the shift towards AI as an opportunity rather than a threat, and is committed to evolving the organizational structure to support this transformation [13][21].