转自： 新智元 【导读】 深夜，GitHub官宣大变身！全球两大编程AI Claude和Codex集体入驻，再加上Copilo t，正式开启AI编程「三足鼎立」的时代。三个「AI码农」集体卖命，人类开发者狂喜。 GitHub要变天了！ 凌晨，微软GitHub宣布重磅更新： 正式集成全球「最强编程大脑」——Claude和Codex 。 地表最强编程三剑客——Copilot、Claude、Codex，终于迎来史诗级合体！ 开发者只需一个指令， 三个AI任你差遣 ，瞬间完成编码、修Bug、提交PR等复杂任务。 这标志着，GitHub正从一个单纯的代码托管平台，进化为多智能体协同的「AI战场」。 微软这一步棋，是希望通过GitHub，让AI智能体成为开发者们原生的核心配置。 2023年，GitHub开发者数量突破1亿大关，如今平台有超1.8亿人 目前，订阅Copilot Pro+、Copilot Enterprise，今天就可以抢先体验。 评论区下方，开发者们纷纷欢呼，「同一时间可以让三个顶级AI为自己打工了」。 这一切，都通过一个「指挥中心」Agent HQ实现 。软件开发中，最耗神的就是「上下文切换」。 如今通过 ...

生成式AI 一、Claude Cowork新增11款插件，AI直接 威胁 SaaS业务流 1. Anthropic为Claude Cowork新增11款插件，覆盖销售、财务、法律等领域，AI直接取代SaaS软件端到端完成业 务工作流； 2. 全球软件股遭遇"SaaS末日"抛售，一周内蒸发近万亿美元市值，Gartner暴跌21%、Thomson Reuters跌18%、 ServiceNow跌11%； 3. 行业正从按席位收费的SaaS模式向按产出计费的AaaS（Agent即服务）模式转变，传统软件护城河面临底层模型 公司的降维打击。 https://mp.weixin.qq.com/s/UoYyAlxPkdkcoPnNrvNP5g 二、GitHub集成Claude和Codex，与Copilot形成三足鼎立 1. GitHub正式集成Claude和Codex，与Copilot形成AI编程"三足鼎立"，开发者可通过Agent HQ一站式指挥三个AI 协同工作； 2. 开发者可在同一个编码难题上同时指派三个AI异步执行，对比不同方案，支持IDE、GitHub网页端和移动端一键调 用； 3. GitHub从代码托管平 ...

深夜，GitHub官宣大变身！全球两大编程AI Claude和Codex集体入驻，再加上Copilot，正式开启AI编程「三足鼎立」的时代。三个「AI码农」集体卖 命，人类开发者狂喜。 GitHub要变天了！ 凌晨，微软GitHub宣布重磅更新：正式集成全球「最强编程大脑」——Claude和Codex。 地表最强编程三剑客——Copilot、Claude、Codex，终于迎来史诗级合体！ 开发者只需一个指令，三个AI任你差遣，瞬间完成编码、修Bug、提交PR等复杂任务。 这标志着，GitHub正从一个单纯的代码托管平台，进化为多智能体协同的「AI战场」。 这一切，都通过一个「指挥中心」Agent HQ实现。软件开发中，最耗神的就是「上下文切换」。 如今通过Agent HQ，无需切换工具，丝滑完成构思到落地的全过程，极大地降低了摩擦感。 最关键的是，Copilot、Claude、Codex三个AI，可以在IDE、GitHub，以及移动端一键调用。 微软这一步棋，是希望通过GitHub，让AI智能体成为开发者们原生的核心配置。 2023年，GitHub开发者数量突破1亿大关，如今平台有超1.8亿人 目前，订阅Co ...

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Quick Summary ChatGPT thinks Microsoft stock could trade lower over the next 60 days, projecting an average price around $480 by mid-April. Investors looking to trade the stock can build exposure incrementally using commission-free fractional shares on SoFi, starting with as little as $5, and new users can receive up to $1,000 in free stock. Rather than slowly scaling position size through a retail acc ...

Core Insights - Microsoft reported Azure growth of 38%, missing the expected 40%, attributed to significant GPU capacity being utilized for in-house applications rather than revenue-generating activities [1] - In contrast, Meta has seen a positive impact on ad convergence from AI applications, highlighting a gap in Microsoft's narrative regarding business uplift from their AI initiatives [1] Azure Performance - Azure's growth rate is a critical metric for Microsoft, and the recent performance indicates a need for more revenue-generating applications [3] - The company is bundling products like GitHub and Office Co-pilot, but growth rates in these areas have not improved significantly [3] Capital Expenditure (CapEx) - Microsoft reported a CapEx of $37.5 billion for the quarter, a 66% increase from the previous year, raising questions about market comfort with such spending [4] - Comparatively, Meta announced a 70% increase in CapEx for 2026, which was well-received by the market due to their revenue growth expectations [5] Competitive Landscape - Microsoft faces competition from companies like Google and Anthropic, which are releasing their own AI products that may outperform Microsoft's offerings [9][10] - The reliance on OpenAI for AI capabilities is seen as a weakness compared to competitors that have vertically integrated solutions [11] Market Sentiment - The software sector, including Microsoft, has experienced significant drawdowns of 40-50% over the past three months, driven by concerns over potential disruptions in the software market [8] - Despite the recent downturn, there is a belief that the market reaction may be an overreaction, as there are no fundamental issues with Microsoft's performance [14]

Core Insights - Microsoft is experiencing capacity constraints in its cloud computing business, significantly impacted by OpenAI, which accounts for approximately 45% of its commercial bookings backlog, which has increased by 110% year over year to $625 billion [1] Group 1: Financial Performance - Microsoft reported a record capital expenditure of $37.5 billion in the second quarter, reflecting a 66% year-over-year increase, driven by the competitive landscape in AI [4] - Despite an overall earnings beat, Microsoft's shares fell over 6% in after-market trading, indicating market concerns about its dependency on OpenAI and slower growth in Azure revenue [3][4] Group 2: Strategic Focus - CEO Satya Nadella emphasized the importance of acquiring Azure clients while also maintaining focus on other services like M365, GitHub, and Dragon Copilot, indicating a balanced approach to business growth [2][3] - CFO Amy Hood highlighted the need to allocate resources effectively among various applications and research initiatives, while also addressing the growing demand for Azure capacity [5] Group 3: Partnership with OpenAI - OpenAI has committed to spending $250 billion on Azure services, but faces limitations due to a lack of compute resources, which affects its product and research capabilities [6] - Microsoft holds a 27% stake in OpenAI, and the partnership is viewed positively, contributing to innovation and leadership in app development [7]

转自：InfoQ 几个小时前，有大批开发者反馈：GitHub 大面积宕机了，社交平台上充斥着"粉色独角兽"的截图和 相应的控诉。 对于此次故障的原因，目前 GitHub 还未给出详细分析报告。然而，不少开发者们的猜测已把矛头指 向了 Copilot。而在近期，也有企业和许多个人开发者们在"逃离"GitHub 并将代码库迁移到了其他平 台。 1 GitHub 宕机遭怒骂：拖垮全世界开发流程 "所有用户都被强制登出，我自己也登不进去，因为整个服务器都宕机了。""我以为是自己眼花了，但 GitHub 真的宕机了。很多团队都在周四收尾迭代冲刺，这次故障怕是要导致大量工作项顺延。""更 新即将发布时，登录网站就崩溃了。""尴尬的时刻：你意识到自己过去一个小时一直在本地提交代 码，却无法推送。""天哪，我现在该怎么给经理汇报啊。" 这一次 GitHub 的宕机，很快就在各大平台引发诸多抱怨。在发布的事件报告中能看到，GitHub 承 认，在宕机期间，"多项服务性能下降，特别是问题报告、拉取请求和 API。"历经大约两小时的故障 排查与修复工作后，GitHub 恢复服务和功能运行。 而 GitHub 也在解决问题后在 X ...

" 他的 GitHub 不会再更新了！ " 又刷了高广辉妻子的帖子。她在留言区回复网友时，多次透露丈夫身兼数职，公司不给加人手。 我打开了他 7 年前的一个开源仓库，里面有段话太让人动容了： " 我并不希望来这里下载查看的同行只是拿来跑跑，完成需求，这个代码是我将近 1 年多的心血，我也希 望你们能够从这个项目中学到什么。请不要被上头的任务压的喘不过气，本来开发这个东西的时间就很 长，希望你能有所得，要不然永远是个搬砖工，这不是我希望看到的。 " 传送门： github.com/xmtggh/VideoCalling 该项目甚至还是采用了「反 996 协议」。 应该是在 996.icu 开源项目在全球爆火后，出了这个协议。 七年前， 25 岁的他提醒大家不要被工作任务压垮。 七年后的一个周末，32 岁的他被压垮了， 去医院抢救时还让妻子带着电脑 … 在高广辉在个人 GitHub 介绍中，他还在为团队招人。 ...

Core Insights - GitHub experienced a significant outage, leading to widespread complaints from developers who were unable to access the platform and faced disruptions in their workflows [4][6] - The cause of the outage has not been detailed by GitHub, but speculation points towards issues related to the Copilot feature, which has prompted some developers and companies to migrate their code repositories to alternative platforms [3][10] Developer Reactions - Many developers expressed frustration over the outage, highlighting the dependency on GitHub for their projects and the impact on their development processes [4][6] - There is a growing sentiment among developers that GitHub's reliance on Copilot is problematic, with some suggesting that it may be responsible for the recent outages [6][10] Migration Trends - Gentoo Linux has announced plans to migrate its repositories away from GitHub, citing the forced use of Copilot as a primary reason for this decision [7][8] - The migration will be phased, starting with the core gentoo.git repository, and will explore various alternative platforms such as Codeberg, GitLab, and self-hosted solutions [8][9] Copilot Controversy - The introduction of Copilot has raised concerns regarding its compliance with open-source licensing, as developers fear it may utilize their code without proper attribution [7][10][12] - Developers have reported instances where Copilot's suggestions were intrusive and disrupted their normal coding practices, leading to calls for alternatives to GitHub [10][12]

Core Viewpoint - GitHub experienced a significant outage, leading to widespread developer frustration and speculation about the potential role of Copilot in the incident [4][5][6][8]. Group 1: Incident Overview - A large number of developers reported that GitHub was down, with many expressing their frustrations on social media [2]. - GitHub acknowledged the outage, stating that multiple services were affected, particularly issue reporting, pull requests, and API functionality, and that the issue was resolved after approximately two hours [6]. - Users criticized GitHub for its central role in the development process, suggesting that reliance on a single platform poses significant risks [8]. Group 2: Speculation on Copilot - Some developers speculated that the outage might be linked to GitHub's Copilot feature, although there is no definitive evidence to support this claim [9]. - Concerns have been raised about GitHub's push for developers to use Copilot, with some companies, like Gentoo Linux, planning to migrate their repositories away from GitHub due to this pressure [10][11]. Group 3: Migration Plans - Gentoo Linux is actively planning to migrate its code repositories from GitHub to Codeberg, citing the forced use of Copilot as a primary reason for this decision [12]. - The migration will be phased, starting with the core gentoo.git repository, and will evaluate various alternative platforms, including GitLab and self-hosted solutions [13]. Group 4: Developer Sentiment - Many individual developers are expressing dissatisfaction with GitHub's mandatory Copilot feature, leading to discussions about moving to alternative platforms [15][17]. - Developers have raised concerns about Copilot's potential unauthorized use of open-source code, which could violate licensing agreements [15][18].