本文来自微信公众号： 新智元 ，作者：新智元，编辑：Aeneas、好困，原文标题：《美国码农，正 被AI"大屠杀"！Karpathy惊呼，26届毕业生崩溃》，题图来自：AI生成 美国码农这个物种，正在逐渐灭绝。 这不是什么危言耸听的预言，而是正在发生的事实。 由AI导致的全球大裁员，在2025年达到了117万，这是自2020年以来的最高纪录。 2026年的计算机专业毕业生们，一毕业就得面对水深火热的局面——根本找不到工作！ 而美国劳工统计局的数据显示，美国程序员的就业率，已经暴跌了27.5%。 也就是说，几乎被砍掉三分之一。 怎么办？"这场残暴的欢愉，终将以残暴终结。" 一、美国码农，已经快灭绝了？ 如今在美国，程序员的就业率已经暴跌。 劳工局的数据，是跌了27.5%。 而斯坦福大学的研究发现，自从2022年底AI工具的普及，22至25岁的程序员就业率下降了近20%。 （《Canaries in the Coal Mine？》论文地址： https://digitaleconomy.stanford.edu/publications/canaries-in-the-coal-mine/） 根据一家美国咨询公司 ...

长沙晚报掌上长沙12月21日讯（全媒体记者 匡小娟）当千年书院与人工智能相遇，会碰撞出怎样的火花？12月20 日，一场别开生面的"书院黑客松（Yuelu Academy Hackathon）"在湖南大学岳麓书院松林斋拉开帷幕。 "思想沙龙"环节，湖南大学新闻与传播学院老师罗艺颖作《AI剧集制作全流程实战，从创意到成片的30分钟通关 指南》主题报告，她从AI重塑创作、核心流程、工具实战等方面展开深入讲解，并通过案例向大家普及AI剧集制 作。岳麓书院副教授战蓓蓓解读"AI+数字人文"，湖南大学金融与统计学院副教授唐国豪分享大语言模型在金融 研究中的应用，湖南大学非洲研究院博士叶新建解析数字非洲，探索AI+非洲区域研究；湖南大学机器人视觉感 知与控制技术国家工程研究中心博士刘嘉轩就工业视觉检测进行分享。 下午"极速创造"阶段，各参赛团队在6小时内借助AI编程工具完成产品原型开发，并于当晚进行项目路演与评比。 活动不仅考察技术实现能力，更关注项目是否体现人文关怀与实际价值。 值得一提的是，本次黑客松也是湖南大学金融科技协会推动"AI+金融"实践的重要平台。该协会目前已建立近 4000人的全国性社群，通过分享AI前沿知 ...

自2022年11月ChatGPT发布以来，生成式人工智能高速发展，大模型竞赛白热化，性能指标不断刷新，多模态能力持 续提升。AI智能体能自主调用工具，完成越来越复杂的任务。AI大模型厂商纷纷声称，通用人工智能（Artificial General Intelligence，AGI）时代即将到来。 与技术高歌猛进形成鲜明对比的是商业落地的滞后。美国Ramp AI Index数据显示，美国公司采用付费AI产品的比例近 期有停滞迹象，甚至出现下滑。 麻省理工学院在2025年7月的一份研究报告（The GenAI Divide: State of AI in Business 2025）中指出：95%的生成式AI 应用项目效果不佳或中途夭折。这份报告甚至引发了美股震荡。 当"所有行业都需用AI重做一遍"的豪言遭遇"AI项目高失败率"的现实，我们不得不追问：AI从酷炫的功能到真实的产 业应用，究竟卡在了哪里？又该如何穿越迷雾，实现真正的价值闭环？ 01 根据我的观察，目前多数企业仍停留在直接套用AI工具的阶段，既未拆解工作流，也未评估AI能力与业务需求的适配 性，未能形成投入-数据-效益的飞轮，结果自然不如预期。 02 ...

Core Insights - The article discusses the transformative impact of AI technology on career opportunities, highlighting the shift from traditional roles to independent developer positions enabled by AI tools [1][3][4]. Group 1: Career Transformation - AI tools have significantly lowered the skill barriers for independent developers, allowing individuals without extensive programming knowledge to create complex applications [3][4]. - The experience gained in traditional roles can enhance the effectiveness of new career paths, as demonstrated by the case of a former user researcher who successfully transitioned to an independent developer [4]. Group 2: Expanding Employment Demographics - The emergence of new careers driven by AI technology has eliminated age and educational barriers, enabling younger individuals and those with no prior experience to enter the tech field [6][8]. - A notable example includes a high school student who, with the help of AI, was able to participate in a hackathon and gain recognition, showcasing the potential for youth in the tech industry [6]. Group 3: Evolving Work Models - The article emphasizes a shift towards flexible work models where employment is centered around ideas and AI tools rather than fixed roles and teams [8]. - The diversification of income streams for independent developers, such as through content creation and app monetization, reflects a broader trend towards stability in new career paths [8].

Core Insights - The emergence of AI tools has transformed the landscape of independent app development, allowing individuals to create complex applications without extensive coding skills [1][2][5] - The transition from traditional roles to independent developers is facilitated by AI, which simplifies the development process and broadens employment opportunities [2][4] Group 1: Transition to New Careers - The shift from working in large companies to becoming independent developers is exemplified by individuals like Chen Yunfei, who recognized the potential of AI tools early on [2][3] - AI tools have lowered the skill barrier for app development, enabling those with ideas but lacking technical skills to enter the independent development space [2][3] Group 2: Experience Utilization - Previous experience in user research and operations has proven beneficial for new developers, allowing them to better understand user needs and market strategies [3] - The ability to leverage past experiences in new roles demonstrates that transitioning to new careers does not require abandoning previous knowledge [3] Group 3: Expanding Employment Demographics - New career opportunities created by AI are accessible to a wider demographic, including young individuals with no prior programming experience [4] - The case of a high school student successfully entering app development illustrates that age and educational background are no longer barriers in the AI-driven job market [4] Group 4: Diverse Income Streams - The development of multiple income streams, such as content sharing and commercial partnerships, is a key advantage of new career paths enabled by AI [5] - The flexibility of new roles allows individuals to explore various income opportunities while maintaining their primary jobs, reducing risk during the transition [5] Group 5: Future of Employment - The evolution of employment towards a model centered around ideas and AI tools signifies a shift from traditional fixed roles to more flexible, innovative job structures [5] - The ongoing maturation of AI tools continues to expand the landscape of new career opportunities, making it possible for individuals to find unique employment paths [5]

Group 1: Federal Reserve Meeting Insights - The Federal Reserve lowered interest rates by 25 basis points in September 2025, aligning with market expectations, with Powell indicating a risk management approach focused on employment market stability [1] - The updated dot plot shows a target interest rate midpoint of 3.6% for this year, down from 3.9% in June, while maintaining inflation and unemployment rate forecasts unchanged [1] - Following the rate cut, the market exhibited a "buy the rumor, sell the news" behavior in U.S. Treasuries, while U.S. stocks showed a "catch-up" characteristic, with the Dow Jones and small-cap stocks performing well [1] Group 2: Semiconductor and Innovative Pharmaceuticals - The semiconductor and innovative pharmaceuticals sectors are driving the valuation expansion of the Sci-Tech 100 Index, supported by technological innovation, policy backing, and cyclical uptrends [3] - Preliminary data from the first half of 2025 indicates that policies have begun to catalyze growth in the semiconductor and biopharmaceutical industries, enhancing the profitability and valuation restructuring of the Sci-Tech 100 Index [3] - Meta's upcoming Meta Connect 2025 event is expected to showcase advancements in AI glasses, positioning Meta's product as a significant player in the emerging AI glasses market, which is projected to be worth billions [3] Group 3: AI Programming Market Trends - AI programming is the highest penetration scenario for both consumer (C-end) and business (B-end) markets, with 47% of surveyed U.S. adults using AI in daily programming tasks [5] - Over 60% of enterprises reported using AI in programming, indicating a strong market presence, with the global AI programming market projected to reach between $64.8 billion and $105.6 billion in the medium to long term [5] - The introduction of various policies aimed at high-quality development in the hospitality industry is expected to enhance service consumption, with hotel robots improving efficiency in delivery and cleaning tasks [5] Group 4: Market Trends and Investor Sentiment - The short-term market trend appears weak, with noticeable inflows of incremental capital but a weak profit-making effect [7] - The Shanghai Composite Index is fluctuating above the 5-day moving average, with a potential breakthrough of 4000 points in October, contingent on volume support [9] - Recent positive policies and increased capital inflows are boosting investor confidence, with active margin trading indicating a recovery in market sentiment [9]

Core Insights - Replit, a startup in the AI programming field, announced a $250 million funding round, achieving a valuation of $3 billion [1] - A survey by Google's DevOps Research and Assessment (DORA) revealed that 90% of software engineers globally use AI programming tools in their daily work [1][2] - The traditional software development process is undergoing fundamental changes due to the rapid adoption of AI tools, which are outpacing the existing development ecosystem [2] Group 1: Challenges in Current Development Ecosystem - Replit's CEO, Amjad Masad, identified three fundamental issues in the current development ecosystem: 1. Over-segmentation of SaaS platforms, which cannot support automated processes [3] 2. The interaction methods of apps interrupt continuous execution [10] 3. Code platforms focus on rewriting rather than deployment, leading to challenges in getting results online [10][22] - Traditional software operations divide work into independent tools, forcing users to switch between them, which AI is beginning to disrupt [6][9] Group 2: Replit's Vision and Approach - Replit aims to create a platform where code can be directly run, deployed, and generated as APIs, transforming the traditional coding process into a complete delivery workflow [7][29] - The focus is on enabling users to create functional systems using just a browser, emphasizing the importance of results over mere code writing [8][29] - Replit's strategy is to provide "full-stack capabilities" not just for programmers but for future AI users, allowing for task delegation to intelligent systems [9][29] Group 3: The Shift from Apps to AI Agents - The rise of AI is leading to a shift from passive apps to proactive AI agents that can autonomously execute tasks without user intervention [17][19] - Users are increasingly finding that effective solutions lie in automated processes rather than traditional app interfaces [15][18] - Amjad Masad highlighted that AI agents can perform tasks such as document organization automatically, reducing the need for manual input [18][19] Group 4: Closing the Loop in Code Platforms - Many traditional code platforms facilitate faster coding but struggle with deployment and usability, creating a gap in the product lifecycle [22][23] - Replit's approach is to connect every step from writing to running and using code, creating a seamless workflow [26][29] - The emphasis is on making programming accessible to a broader audience, allowing anyone to turn ideas into usable products without needing extensive technical knowledge [27][29] Group 5: The Role of AI in Future Workflows - The integration of AI into workflows is shifting the focus from human labor to automated processes, with AI taking on more decision-making and execution roles [32][36] - Replit's internal operations have evolved to rely on AI as a core component rather than a supplementary tool, streamlining processes significantly [33][35] - The future organizational structure may prioritize flexibility and AI-driven task completion over traditional job roles, emphasizing the importance of effective AI utilization [37][38] Conclusion: Redefining Software Development - The next generation of platforms is not just about improving efficiency for engineers but redefining who can create and how those creations are utilized [39][40] - The focus is shifting from merely writing code to developing intelligent systems capable of task management and execution [42] - The evolution of SaaS, apps, and code platforms is not about disappearance but transformation into AI-driven solutions [43]

Core Insights - The once-promising job market for computer science graduates is rapidly deteriorating, with many now facing unemployment or underemployment due to the rise of AI and significant layoffs in major tech companies [5][11][12]. Group 1: Job Market Trends - Computer science has become the seventh highest major for unemployment in the U.S., with a rate of 6.1% [5][12]. - The demand for entry-level software engineering positions is declining as AI programming tools automate many coding tasks [18][20]. - Graduates are experiencing a stark contrast to previous years, where high salaries and numerous job offers were the norm [11][12]. Group 2: Graduate Experiences - Many graduates report applying to hundreds or even thousands of jobs, often receiving no responses or being ghosted by employers [15][18]. - A specific case highlighted is that of a graduate who applied for 5,762 tech positions but received no full-time offers [15]. - The emotional toll of the job search process is significant, with many feeling disillusioned and frustrated by the lack of opportunities [15][17]. Group 3: Shift in Educational Focus - There is a notable shift from promoting coding skills to embracing AI technologies, with influential figures now advocating for AI education [20][21]. - Companies like Microsoft are investing heavily in AI skills training for students and professionals, indicating a strategic pivot in workforce development [21][22]. Group 4: Alternative Career Paths - Some graduates are finding success in non-traditional roles, such as sales and marketing within tech companies, rather than pursuing pure coding jobs [24]. - The adaptability of graduates to explore diverse skill sets is becoming increasingly important in navigating the current job landscape [24].

Core Insights - The job market for computer science graduates in the U.S. has become increasingly challenging, with many graduates struggling to secure positions despite the high expectations set by industry leaders [4][5][6] - The rise of AI programming tools has significantly reduced the demand for entry-level software engineering positions, leading to a notable increase in unemployment rates among computer science graduates [10][11] Group 1: Job Market Trends - Since 2025, the IT job market has shown signs of weakness, with the U.S. Bureau of Labor Statistics (BLS) revising down job growth figures for May and June, indicating a potential continued decline in July [6][8] - The total number of IT jobs has decreased by 26,500 this year, with significant reductions in May (4,300 jobs) and June (9,300 jobs) [6][7] - The unemployment rate in the IT sector reached 5.5% in June, surpassing the national average of 4.2% [8] Group 2: Graduate Experiences - Many computer science graduates report a frustrating job search experience, with some applying to thousands of positions without success [9][10] - The unemployment rates for recent graduates in computer science and computer engineering are notably high, at 6.1% and 7.5% respectively, compared to lower rates in other fields [8][9] - Graduates express feelings of disillusionment, with some resorting to non-technical jobs due to a lack of opportunities in their field [4][9] Group 3: Impact of AI on Employment - The proliferation of AI programming tools has led to a decline in demand for entry-level positions, which are typically sought after by recent graduates [10][11] - Graduates are increasingly facing automated hiring processes, where AI systems screen resumes and conduct initial interviews, leading to feelings of being undervalued [11][12] - Some graduates prefer to avoid AI interviews altogether, feeling that the process lacks a personal touch and diminishes their dignity [12][13] Group 4: Industry Response - Human resources experts argue that AI interviews can streamline the hiring process, allowing recruiters to focus on top candidates [14][15] - However, the reliance on AI in recruitment poses new challenges for job seekers, as it may create barriers to entry and reduce the chances of being noticed by hiring managers [15]

Core Viewpoint - The AI programming sector is experiencing significant growth, with companies like Lovable achieving rapid milestones in annual recurring revenue (ARR) and traditional website building platforms facing disruption from emerging AI tools [3][5]. Group 1: Market Performance - On August 4, AI programming stocks surged, with Cloud Ding Technology hitting the daily limit, and Jin Modern and Puyuan Information rising over 10% [1]. - Lovable reached $100 million ARR in just 8 months, surpassing the growth rates of established AI tools like Cursor [3][5]. - The stock performance of key players includes: - Enerke Technology: +9.99% with a market cap of 10.43 billion - Jinke Environment: +11.37% with a market cap of 2.97 billion - Jin Modern: +11.22% with a market cap of 3.97 billion [2]. Group 2: Industry Developments - Barclays reported that Lovable's rapid growth is reshaping the website building industry, posing a challenge to traditional platforms like Wix and GoDaddy [5]. - OpenAI is expected to release the new GPT-5 model, enhancing capabilities for AI programming applications [3]. - Tencent's AI IDE, CodeBuddy IDE, has entered international beta testing, integrating multiple advanced AI models [3]. Group 3: Future Projections - The AI programming tools market is projected to grow from $6.21 billion in 2024 to $18.2 billion by 2029, reflecting a compound annual growth rate (CAGR) of 24% [5]. - AI programming can potentially reduce development time by 5-10 times and lower enterprise development costs to 10% of current levels, indicating a structural transformation in the software industry [5].