近日，curl 项目（一款用于通过 URL 传输数据的命令行工具和库）创始人 Daniel Stenberg 在领英发帖称，已经受够了由 AI 生成的大量"垃圾"漏洞报告， 因此近期引入额外复选框，用以过滤此类平白浪费维护人员时间的低效提交内容。 1 curl 创始人被 AI 垃圾"逼疯了" Stenberg 表示，项目维护人员需要花费大量时间对每一份通过 HackerOne 提交的 AI 辅助漏洞报告进行分类，但往往发现这些报告的内容一无可取，在效 果上约等于针对项目发起的 DDoS 攻击。 Stenberg 在 LinkedIn 上引用了近期一份"令他忍无可忍"的报告，并表示"到此为止吧，我受够了。我要坚决制止这种疯狂行为。" 在 HackerOne 上提交 curl 相关安全报告有了一些新规定，例如所有通过 HackerOne 提交 Curl 安全报告的研究人员，现在必须回答以下问题： "您是否使用 AI 来发现该漏洞或生成此报告？" 如果选择"是"，bug 报告者将会面临一连串后续问题，包括要求他们提供相关证据以证明该 bug 真实存在，而后 curl 团队才会花时间加以验证。 Stenberg 补充 ...

Core Insights - The article emphasizes that the real bottleneck in AI collaboration is not prompt engineering but the ability to communicate clearly and effectively [9]. Group 1: AI Development and Tools - The author has developed several AI-driven products over the past year, showcasing the rapid advancements in the AI field [1]. - Tools like Claude Code and Cursor have enabled fast product development, indicating a shift in how developers interact with AI [1]. Group 2: Communication Challenges - A classroom experiment involving making a peanut butter and jelly sandwich illustrates the importance of clear instructions, as vague commands led to chaotic results [5][6]. - The experiment serves as a metaphor for current AI challenges, where AI tools struggle with unclear or ambiguous directives, especially in unfamiliar contexts [7][8]. Group 3: Skills in the AI Arena - Success in the AI landscape relies on having a clear vision and the ability to articulate expectations precisely, rather than just relying on AI's capabilities [9]. - Many users fail to provide the necessary context and clear instructions, leading to suboptimal outcomes when using AI tools [9].

Core Insights - VEON Ltd. has announced a partnership between its Kazakh software development company QazCode and AI technology provider Seekr to develop AI-powered B2B solutions [1][3] - The collaboration aims to integrate SeekrFlow, an end-to-end enterprise AI platform, into QazCode's operations to enhance the development of generative AI applications [2][4] Company Developments - QazCode aims to become a leading developer of AI applications both in Kazakhstan and internationally, leveraging Seekr's expertise in AI technologies [3][5] - The partnership will enhance QazCode's offerings to enterprise customers and facilitate AI adoption across business services [3][4] Product Innovations - QazCode has launched several AI products, including KazLLM, which has versions with 8 billion and 70 billion parameters, and the open-source Kaz-RoBERTA conversational model with 2 billion parameters [5][6] - KazLLM received the GSMA Foundry's Artificial Intelligence Award at Mobile World Congress in February 2025, highlighting its significance in the AI landscape [6] Company Background - Beeline Kazakhstan serves 11 million mobile customers and 2 million fixed internet customers, having developed an ecosystem of 60 digital products since 2018 [8] - QazCode, with a team of 750, specializes in creating private Large Language Models (LLMs) and offers IT outsourcing services [9] Industry Context - The global trend shows enterprises increasingly adopting augmented intelligence to gain competitive advantages, indicating a growing market for AI solutions [3]

Core Insights - Bolt.new, founded by Eric Simons, has evolved from a struggling startup to a successful AI software development platform, achieving $40 million in annual recurring revenue (ARR) after launching its product Bolt [2][5][8] - The company aims to simplify full-stack web application development, making it as easy as using design tools like Canva or Figma, and has invested seven years in developing its core technology [4][5][8] - The introduction of AI capabilities has significantly transformed the company's trajectory, with ARR skyrocketing from approximately $70,000 to $2.07 million within two months of launching Bolt [5][8] Company Development - The initial mission and vision of the company have remained consistent since its inception, focusing on creating a browser-based platform for web development [3][4] - The development of Web containers technology has been crucial, allowing for rapid startup of development environments within 100 milliseconds, which is a key differentiator from other cloud IDEs [5][7][23] - The company has learned valuable lessons from its early struggles, which have contributed to its current success and product-market fit [8][9] User Demographics and Experience - Surprisingly, 60% to 70% of Bolt's users are non-developers, including product managers and designers, indicating a shift in the target audience [9][10] - The platform is designed to provide an immediate "A-ha moment" for users, allowing them to create applications quickly without extensive prior knowledge [6][24] - The integration with deployment services like Netlify simplifies the process for users, enabling them to deploy projects with a single click [25][26] Future Directions - The company plans to enhance user experience by gradually removing or hiding complex features that are unnecessary for non-technical users [11][20] - There is potential for Bolt to evolve into a marketplace platform, connecting non-technical users with developers for project assistance [12][17] - The focus on customer support, brand strength, and distribution capabilities will be critical for differentiating the company in a competitive landscape [15][16] Market Position and Growth Strategy - The company has achieved significant growth without spending on advertising, relying instead on organic word-of-mouth [29] - With a recent Series B funding round completed, the company is exploring paid customer acquisition strategies to scale its user base further [29] - The unique speed and reliability of Bolt's platform, combined with its user-friendly interface, position it favorably against competitors [26][28]

Core Insights - The article discusses the journey of Bolt.new, a software development platform, highlighting its growth from $600,000 to $20.7 million in annual recurring revenue (ARR) within a short period after the launch of its product [2][5][8] - The concept of "vibe coding" is introduced, emphasizing the ease of creating web applications similar to using design tools like Canva or Figma, making software development accessible to non-developers [3][4][12] Company Journey - The company was founded with a mission to simplify web application development, aiming to create a browser-based platform that allows users to build real software easily [3][5] - After years of development, the breakthrough came with the integration of FrontierAI, which transformed the user experience and significantly increased revenue [5][7] - The initial years were challenging, with the company facing potential closure before the successful launch of Bolt, which led to rapid growth [5][8] User Demographics - Initially, it was expected that the majority of users would be developers, but it was found that 60-70% of new users were non-developers, including product managers and designers [9][10] - This shift indicates a broader appeal of the platform, allowing a new demographic to create software without extensive coding knowledge [10][11] Product Development and Features - The platform utilizes Web containers technology, enabling a fast and efficient development environment that can start in 100 milliseconds [6][7] - The company plans to gradually remove or hide complex features to cater to a wider audience, focusing on providing an intuitive user experience [12][21] - The integration with services like Netlify for deployment simplifies the process for users, allowing them to share their projects easily [29][30] Future Directions - The company is exploring the potential of becoming a marketplace platform, connecting non-technical users with developers for project assistance [13][19] - There is an emphasis on enhancing customer support and service as a competitive advantage, recognizing the importance of user experience in driving growth [17][21] - The company is also considering how to leverage AI for marketing and customer service, aiming to provide comprehensive support for users [18][19] Market Positioning - Bolt.new differentiates itself by offering the fastest product experience in the market, with a unique operational model that minimizes costs and maximizes efficiency [30][31] - The platform's ability to cater to both technical and non-technical users positions it well in a competitive landscape, allowing for a diverse range of applications [31][32]

SINGAPORE, May 06, 2025 (GLOBE NEWSWIRE) -- Orangekloud Technology Inc. (Nasdaq: ORKT) ("Orangekloud" or "the Company"), a pioneer in AI-driven no-code application development, today announced that the Company will be attending the Directions ASIA 2025 Conference, May 7-9, on the 10th floor of the Avani+Riverside Hotel in Bangkok. Orangekloud Technology Inc. (Nasdaq: ORKT) is a Singapore-based technology company which offers the eMOBIQ® No-Code platform to develop mobile applications specially designed for ...

【CSDN 编者按】如今生成式 AI 逐渐融入软件开发流程，越来越多 AI 生成的代码出现在实际工程中——但你有没有想过，这些由 AI 写出来的 代码，从一开始就可能被视为"遗留代码"？本文作者从工程经验出发，结合 AI 的生成机制，提出一个颇具启发性的观点：AI 生成的代码缺乏上 下文记忆和维护连续性，因此一诞生就处于"他人旧作"的状态。这不仅是对当前 AI 编码能力的冷静观察，也为我们理解未来软件开发形态提供 了一种新视角。 在软件开发中，代码的"可改进性"往往取决于其所处的生命周期阶段。通常可以分为以下几类情况： 总的来看，代码的演进速度，通常取决于离它的编写时间有多近、维护者是不是原作者。 其实，这种状态是合理的：对于一个运行稳定、经过验证的软件系统而言，贸然进行"改进"往往带来额外风险，尤其是当你对系统的整体脉络不 甚了解时，原作者通常才最清楚其潜在逻辑和开发背景。 AI 生成的代码，处在什么阶段？ 那么换个角度看，AI 生成的代码具体处在什么阶段呢？在我看来，它有几个关键的特点： 当某段代码是你自己刚写的："哦，确实可以改成那种写法，应该不难。" 当某段代码是别人刚写的："可能是出于最近的一些临时 ...

Core Viewpoint - JetBrains' AI Assistant, despite achieving 22 million downloads, has received a low rating of 2.3 out of 5, leading to significant criticism and user dissatisfaction due to its performance and integration issues [2][4]. Group 1: Product Performance and User Feedback - JetBrains released the AI Assistant plugin in December 2023, aiming to assist programmers in coding, but it has fallen behind competitors like GitHub Copilot [2]. - Users have reported numerous issues, including slow performance, bugs, and a lack of support for third-party models, leading to a high volume of negative feedback [7][9]. - Many users expressed frustration over the inability to remove the AI Assistant, which is deeply integrated into JetBrains' products, making it difficult to uninstall [9][10]. Group 2: Company Response and User Trust - JetBrains has been accused of deleting negative reviews to improve the plugin's rating, which has damaged user trust and confidence in the company [4][7]. - The company defended its actions by stating that some comments were removed for violating policies or addressing already resolved issues, acknowledging that better communication was needed [7][11]. - Users have raised concerns about the AI Assistant's potential risks to intellectual property and security, emphasizing the need for transparency regarding data usage [10][11]. Group 3: Competitive Landscape and Strategic Moves - In response to competitive pressures, JetBrains introduced a free version of the AI Assistant, which includes unlimited code completion and local AI model support, aiming to attract users away from free alternatives like GitHub Copilot [12][14]. - The introduction of a new AI agent named Junie, designed to work alongside the AI Assistant, has been met with a more favorable reception, although pricing remains a concern for users [14].

证券研究报告·公司点评报告·软件开发 莱斯信息（688631） 2024 年年报和 2025 年一季报点评：25Q1 业 绩符合预期，低空有望持续引领 买入（维持） | [Table_EPS] 盈利预测与估值 | 2023A | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | --- | | 营业总收入（百万元） | 1,676 | 1,610 | 1,844 | 2,222 | 2,665 | | 同比（%） | 6.35 | (3.94) | 14.56 | 20.46 | 19.96 | | 归母净利润（百万元） | 132.09 | 129.04 | 153.24 | 191.05 | 240.60 | | 同比（%） | 47.60 | (2.31) | 18.75 | 24.67 | 25.94 | | EPS-最新摊薄（元/股） | 0.81 | 0.79 | 0.94 | 1.17 | 1.47 | | P/E（现价&最新摊薄） | 98.50 | 100.82 | 84.90 | 68.10 | 54.08 | ...

Core Insights - Cursor has rapidly gained traction in the developer tools market, achieving an ARR of $100 million by the end of 2024 and reportedly surpassing $300 million with over 360,000 users and a valuation of $10 billion [3][4][10] - The article discusses whether Cursor has a defensible moat against competitors like GitHub Copilot and other AI products, highlighting both its advantages and challenges [4][11] Product and User Experience - Cursor's product experience and user experience (UX) are considered superior to competitors, being built with an AI-first approach that integrates LLM deeply into its functionality [7][10] - Users have reported high satisfaction and retention rates, indicating a potential user experience moat that makes switching to other IDEs painful [7][10] Community and Feedback Loop - The early community and feedback loop have strengthened Cursor's position, allowing for rapid iteration and development based on user input [7][8] - This agile approach has resulted in a tool that is finely tuned to developer needs, making it a moving target for potential imitators [8] Go-to-Market Strategy - Cursor has effectively utilized a go-to-market strategy that attracts influential engineers and early adopters, creating a buzz and fear of missing out (FOMO) [8][10] - The company achieved significant early growth, reportedly reaching a monthly recurring revenue (MRR) of $4 million in its first year [8] Data and Technical Advantages - Cursor is accumulating a data and infrastructure moat through user interactions, which can enhance its AI models over time [8][9] - The recent acquisition of Supermaven, which brought in a code generation model named Babble, further strengthens Cursor's technical capabilities [9] Competitive Landscape - Despite its advantages, Cursor faces significant challenges from the rapid commoditization of large language models (LLMs) and competition from established players like Microsoft and GitHub [12][14] - The competitive landscape includes numerous startups and open-source projects that can replicate Cursor's features, putting pressure on its innovation pace [15][16] Future Strategies - To solidify its moat, Cursor should consider platformization, ecosystem building, and developing proprietary models [18][22] - Enhancing collaboration features and integrating more deeply into developer workflows could increase user retention and make switching more difficult [18][22] Conclusion - Cursor's strong first-mover advantage and execution capabilities position it well, but the ongoing evolution of the competitive landscape necessitates continuous innovation and strategic development to maintain its lead [19][21]