编辑 | Tina 本文为《2025 年度盘点与趋势洞察》系列内容之一，由 InfoQ 技术编辑组策划。本系列覆盖大模型、Agent、具身智能、AI Native 开发范式、AI 工具链与 开发、AI+ 传统行业等方向，通过长期跟踪、与业内专家深度访谈等方式，对重点领域进行关键技术进展、核心事件和产业趋势的洞察盘点。 本系列力求以体系化视角帮助读者理解年度技术演化的底层逻辑、创新方向与落地价值，并为新一年决策提供参考。内容将在 InfoQ 媒体矩阵陆续放出，欢 迎大家持续关注。 "氛围编程"可以说是今年最热最出圈的话题了。然而，从"用 LLM 快速拼装应用"爆红，到现在也不过才六个月，就明显开始"退潮"了。 最直观的体现，是全线产品的用户流量出现大幅下滑。 降幅最大的当属 Lovable，其流量在近几个月内从 3500 万掉到不足 2000 万，几乎砍半。其它几个明星产品也没好到哪里去，Bolt.new 下降了 27%， 而 Vercel v0 自 5 月以来下降了 64%，Cursor、Replit、Devin 等平台也未能独善其身，唯一例外的是仍在依靠投放驱动的 Base44。 连 Bolt.new 的 ...

E-commerce and New Retail - Luo Yonghao's digital human made its live streaming debut on Baidu E-commerce, marking a significant collaboration that leverages advanced digital human technology to enhance user interaction and drive efficiency in live commerce [1] - The competitive landscape in live commerce is intensifying, with major platforms vying for top influencer resources, and Baidu's digital human technology aims to reduce costs and improve efficiency for Luo Yonghao's live streaming [1] Company Developments - A former Alibaba employee published a lengthy analysis highlighting internal issues such as lack of innovation and management problems, prompting a response from founder Jack Ma acknowledging the company's necessary growth processes [2] - Li Guoqing announced a final settlement regarding property division with Yu Yu, allowing him to focus on AI applications, although specific project details remain undisclosed [3] - The launch of "Super Turn" by Zhuanzhuan Group represents a strategic move in the competitive second-hand market, offering a multi-category shopping experience in a 3000 square meter space [4] Logistics and Supply Chain - Smart logistics company Geek+ has received IPO approval to list on the Hong Kong Stock Exchange, showcasing its leading position in the warehouse robotics sector despite ongoing losses [6] - JD Logistics introduced a cold chain shared warehouse for Douyin's instant retail merchants, addressing logistics challenges in the fresh produce sector and enhancing service offerings [7] AI and Technology - Meituan launched its first AI programming tool, NoCode, aimed at enabling users with no coding experience to create websites and software through natural language interactions [8] - AI startup SiliconFlow completed a significant A-round financing led by Alibaba Cloud, indicating its potential in lowering barriers for developers using advanced AI models [9] - Amazon announced a substantial investment of 20 billion AUD (approximately 93.3 billion RMB) to expand its data center infrastructure in Australia, aiming to enhance cloud computing and AI capabilities [10] - Volcano Engine released the Doubao 1.6 model, which supports long context capabilities, reflecting its competitive positioning in the large model sector [12]

Core Insights - Anysphere, an AI programming tool developer, has completed a funding round of $900 million, leading to a valuation of approximately $9 billion [1][3] - The funding round was led by Thrive Capital, with participation from notable investors such as Andreessen Horowitz and Accel [1] - Anysphere's total funding to date has exceeded $173 million [3] Funding Details - The recent funding round attracted significant interest from various investment firms, including Index Ventures and Benchmark [3] - Existing investors also increased their stakes to support the company's growth [3] Competitive Landscape - The competition in the AI programming tool sector is intensifying, with competitors like Windsurf (formerly Codeium) seeking to raise funds at a valuation of around $3 billion [3] - OpenAI, a current investor in Anysphere, has been reported to consider acquiring Windsurf at a similar valuation [3]