30秒一句话自动生成App，文科生编程神器火了，百度蚂蚁谷歌抢占下一风口

上观新闻2025-12-23

2025年被称为“大模型商用元年”，时至年末，两个关键词突然火了。一个是“一人公司”（OPC），这是创业新趋势；第二个是“氛围编程”（Vibe Coding），它入选了英国柯林斯词典年度词汇。两个词看似风马牛不相及，背后却有着逻辑关联：AI应用落地后，强化了氛围编程的能力，降低创业门槛，致使一人公司大量涌现，国外甚至出现了“一人独角兽”企业。当前，氛围编程的风口正盛，国内的AI厂商已提前布局，一些...

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Baidu Ant Google seize the next trend","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"81810":0.6,"HXXD.SI":0.6,"01810":0.9,"06688":1.87,"MIUmain":0.6,"09888":1.91,"BIDU":1.91},"content_text":"2025年被称为“大模型商用元年”，时至年末，两个关键词突然火了。一个是“一人公司”（OPC），这是创业新趋势；第二个是“氛围编程”（Vibe Coding），它入选了英国柯林斯词典年度词汇。两个词看似风马牛不相及，背后却有着逻辑关联：AI应用落地后，强化了氛围编程的能力，降低创业门槛，致使一人公司大量涌现，国外甚至出现了“一人独角兽”企业。当前，氛围编程的风口正盛，国内的AI厂商已提前布局，一些零代码基础的创业者还吃上了第一波AI红利。虽然氛围编程在国内发展仍不完善，但业内普遍看好这一趋势，认为AI只有跳出聊天的属性，成为普惠性的工具，才能成为真正的生产力。文科生的“编程神器”氛围编程属于一种AI编程技术，是OpenAI创始工程师安德烈·卡帕西在今年2月提出的概念。一般来说，只需要用自然语言描述出预想的结果，哪怕只是一种氛围感，AI都可以创建生成全部代码，自动生成一款应用程序。说人话就是，普通人跟AI说几句话就能做一款App，极大降低了开发门槛。在小红书等社交平台，AI编程正成为一个热门话题，不少网友将氛围编程称为“文科生神器”。叶剑锋是一名财经院校的大四文科生，平时喜欢在小红书上发帖搞测评。当他在小红书上看到大量情感测试账号，毫无编程经验的他，尝试用AI做一个轻量的情感测评小程序，结果好得出乎意料。在小红书上线后很快阅读量突破100万，在两周内成功变现1.2万元。目前，他通过AI搭建了多款类似的轻量应用，未来还计划继续扩展人格维度类、关系类型类测评，希望借此实现“零花钱自由”。相较于轻量小程序，油气工程师王治磊的需求则更加专业。由于石油行业的生产设计长期以来面临软件昂贵、门槛高、功能分散且与实际需求脱节等问题，他尝试解决这些行业痛点，却苦于没有编程基础。在团队的协助下，他抱着试一试的心态，通过氛围编程一步步搭建出设计逻辑、算法交互、可视化展示等核心系统，甚至在三维井轨迹可视化等方面还优于行业软件。如今，这套系统逐渐被大庆、青海等多地油田试用。王治磊通过氛围编程搭建的石油工程设计平台。记者在采访时发现，氛围编程虽然是个新兴名词，但凭借能解决“零门槛开发”的痛点，已成为国内AI厂商的下一个“战场”。今年3月，百度上线自研的生成式AI应用平台秒哒，是全球最早一批的氛围编程产品，累计生成超50万个商业应用，覆盖200余个场景。前不久，蚂蚁集团推出大模型App灵光，主打功能“闪应用”也属于氛围编程。用户无需任何代码能力，只需要与大模型简单对话，最快只需要30秒就能生成各种小应用。程序员仍不可替代随着AI产业赛道的持续升温，国外多款氛围编程的初创公司迎来了融资热潮，颇具下一代风口之势。英伟达CEO黄仁勋“钦点”的AI编程软件Cursor刚迎来23亿美元融资，估值已高达293亿美元。瑞典AI初创公司Lovable上周完成3.3亿美元融资，其中有谷歌和英伟达的身影。AI编程平台Replit前不久与谷歌云达成合作，估值超过30亿美元……“国内的AI编程比国外晚了一两年，但是凭借强力的应用能力，国内在氛围编程的核心领域在大模型策略和产品体验上，已经完全不输于国外。”在秒哒产品负责人朱广翔看来，随着AI Chatbot（聊天机器人）市场趋于饱和，氛围编程仍处在一个逐渐攀爬高峰的阶段，并且还与“研产供销服”环节高度关联，能创造出新的需求价值，由此，他判定氛围编程将成为普通人在AI行业“第一桶金”。不过据记者观察，氛围编程的愿景很美好，但在全球范围内来看，氛围编程仍处于初级阶段。首先，氛围编程看似“一句话解决”，但实际上对数据处理能力有很强的要求。“搭建一个应用肯定有大量数据沉淀，以前的数据库是给程序员看的，现在都交给AI处理。”朱广翔告诉记者，AI生成应用既小又碎，数量极多，比如秒哒上线第一周，生成的数据库数量就超过了百度数据库团队过去七年B端服务的总和。因此，国内涉足氛围编程的企业几乎都是云厂商，既要有大模型能力，又要有算力资源的调度能力，还要有C端产品的体验设计，这三重门槛会将大多数玩家筛选出局。同时，受限于大模型“规模法则”的瓶颈，氛围编程很难听懂人话的“言外之意”，在交付复杂的应用时，还需要大量人工辅助。“刚打开氛围编程的应用预览时，的确很惊艳，但是要修改后续的细节配置，比如数据库连接，增删功能、异常处理等环节，代码小白根本处理不了。”一名测试工程师认为，氛围编程能完成“从0到1”的初始应用，但很难走完一个完整的软件开发闭环。朱广翔也坦言，市面上多数的氛围编程会生成过多的冗余代码，特别是用户多次对话后，低质量代码和错误输出不断积累，最终代码数量指数级膨胀，变成一堆代码“粪山”。这并非是个别开发者的一家之言。全球开发者问答社区StackOverFlow一项调查显示，45.2%的开发者表示在调试AI生成的代码更耗时。来自中国科学院计算技术研究所、杜克大学等多家高校联合署名的论文也指出，有经验的程序员使用配备AI编程软件Cursor时，完成任务的时间反而增加了19%。相较于传统编程，氛围编程将开发者从代码撰写人员转变为结果评估者，更重视人工与AI协作能力。王治磊告诉记者，氛围编程具备“让行业人创造行业工具”的能力，但专业级应用仍需工程师补充底层算法和校验逻辑。创业的逻辑变了“过去，把一个想法变成生意，要先成立一家公司。今天，AI让顺序倒了过来。不是先讲商业计划，而是先把东西做出来、用起来、卖出去。当价值跑通了，公司反而成了最后一步。”百度智能云事业群总裁沈抖发现，这种“产品前置、公司后置”的模式，特别适合“创业+AI”的“超级个体”。他还透露，有超2万个秒哒应用接入支付能力，累计完成超8万笔真实交易，意味着氛围编程已迈入规模化创收的阶段。除了“一人公司”外，朱广翔还指出氛围编程的两条变现之路：一是面向企业的业务软件，帮助一线人员低成本搭建内部管理系统，大幅降低企业对专业研发资源的依赖。二是AI提效应用，将生成式AI技术深度落地到学习、办公、生活等多元场景。然而，问题也随之而来：氛围编程降低了开发成本，也使得创意更容易复制，AI应用难免陷入同质化的“内卷”竞争。当每个人都通过氛围编程开发AI应用获利，谁能掌握AI应用的入口，就能掌握AI商业化的流量。为此，各大平台正在超前布局“AI应用商店”，以便提前锁定氛围编程的产业红利。秒哒上线了“插件中心”，方便开发者调用。朱广翔告诉记者，氛围编程平台未来可能会上架“应用商店”或“插件广场”，开发者通过氛围编程开发的AI应用可直接定价上架，允许开发者定价出售自己的应用模板，其他人复制AI应用或者做二次开发需要付费使用。这一模式对开发者和平台都是双赢的局面。12月18日，ChatGPT版应用商店正式上线，入选的AI应用可直接在用户对话中操作。今年8月，小米应用商店宣布与字节跳动AI应用开发平台达成合作，开发者完成AI应用的创建与调试后，可一键发布至小米应用商店。“未来6—18个月内，大模型的氛围编程能力会逐步加强，这是技术演进的必然趋势。”蚂蚁集团首席技术官何征宇表示，作为全新范式的AI 产品，氛围编程或许不是最终唯一的答案，当前AI应用宛如2000年的互联网，技术和市场都有巨大的探索空间，但是AI只有跳出对话工具，进化成生产力工具，才能真正实现AI普惠的价值。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"productRelease","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":2,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.35.13","shortVersion":"4.35.13","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2593455115","isCrawlerRequest":true}