对话百度秒哒：AI Coding是行业最有价值的一桶金

IPO早知道12-22 19:17

让AI真正走向商业应用。据IPO早知道消息，百度公布无代码应用搭建平台“秒哒”日前在秒哒2025创造者大会上的最新进展：上线8个月以来，平台已累计生成超50万个商业应用，日新增应用涨幅超150%，其中带有后端的应用占到一半，覆盖教育、商业、内容创作、企业服务等200余个场景，累计创造经济与效率价值超50亿元。现场，百度同时发布面向创造者的长期扶持计划——“创造者筑梦计划”。根据规划，未来三年，百度...

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industry","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"89888":0.6,"09888":1.95,"BIDU":1.95},"content_text":"让AI真正走向商业应用。据IPO早知道消息，百度公布无代码应用搭建平台“秒哒”日前在秒哒2025创造者大会上的最新进展：上线8个月以来，平台已累计生成超50万个商业应用，日新增应用涨幅超150%，其中带有后端的应用占到一半，覆盖教育、商业、内容创作、企业服务等200余个场景，累计创造经济与效率价值超50亿元。现场，百度同时发布面向创造者的长期扶持计划——“创造者筑梦计划”。根据规划，未来三年，百度秒哒将通过流量扶持、交易分成、商单对接与技术支持，帮助100万名创造者实现创收，2026年还将从所有优质项目中，筛选15个高商用潜力项目，开通快速通道，个人开发者项目有机会获得百万以上级别投资。该计划旨在补齐AI应用从“生成”到“变现”的最后一公里，推动更多创意转化为可持续的商业成果。围绕“如何让AI真正走向商业应用”，百度秒哒产品总经理朱广翔进一步解释了秒哒的产品思路。他表示，秒哒的核心目标，是把应用开发从少数专业开发者手中解放出来，通过“自然语言化”的方式，让更多人能够直接构建可用、可运营、可变现的商业应用。在商业化层面，秒哒的应用主要呈现出三类形态：一是电商小程序、小游戏等直接变现工具，催生出大量“一个人公司”；二是业务软件，帮助一线人员低成本搭建内部系统，降低企业对研发资源的依赖；三是AI提效应用，将生成式AI落地到学习、工作与生活场景中。据披露，这三类应用累计创造的经济与效率价值已超过50亿元。目前，已有超2万个应用接入支付能力，累计完成超过8万笔真实交易，AI应用正加速走向可规模化的创收阶段。在大会举办之际，百度秒哒产品总经理朱广翔向“IPO早知道”等分享了“秒哒”产品的发展路径，以及其对行业发展的思考。商业化推进未改变用户使用习惯据朱广翔介绍，从今年3月到11月，“秒哒”免费为用户提供服务，即先提升产品能力，商业化后置。“我们是一个和用户一起成长的产品，在前期更希望将价值让渡给用户，在真实使用中不断反馈需求，我们再基于这些需求持续迭代产品。随着越来越多用户把应用真正跑在业务中，我们也逐渐看到平台开始承载真实价值，于是在 11 月上线了付费能力。在这个过程里，免费的额度是没有任何变化的，有免费使用习惯的人来说没有任何的感知，付费主要面向的是已经进入中后期开发阶段的用户——他们每天需要大量调用插件、后端能力和大模型服务，过去在额度受限时体验并不连续，而付费机制的引入，反而让这部分用户获得了更稳定、更完整的使用体验。”朱广翔补充道。他同时表示，从目前的使用情况来看，计费能力上线并未对整体使用体验造成影响，用户活跃和使用深度仍在自然增长。“这说明商业化并不是对体验的削减，而是在合适阶段，对不同使用层级用户的一次能力补齐。”AI Coding是行业现在最有价值的一桶金值得注意的是，在朱广翔看来，行业现在最有价值的一桶金就在AI Coding。朱广翔进一步指出，首先现在有可能改变生产方式的技术就是大模型，而大模型主要能干两类事：一类是对话聊天的chatbot，能够生成图片；第二类就是coding——从价值上来看，前者重在思考和回答以及交流；而后者就是实实在在的生产力，可以帮助直接解决问题，生成最终的应用和方案。“coding与研、产、供、销、服都相关，它是生产力环节，它能创造新的需求价值和需求空间，所以空间更大。同时，从技术演进情况来看，chatbot基本已经卷到了一个‘瓶颈期’了，但coding能力，包括现在做vibe coding的产品，各家差距还是非常大的，而且都还在攀爬高峰，这个‘峰值’又非常的高，所以我感觉这是最有价值的一个场景。”当然，朱广翔坦言，国内的AI coding相较国外还是晚了1-2年，但核心竞争力差距正在缩小。他特别强调，Vibe Coding产品的核心竞争力在于两点：一是底层的代码生成能力，这取决于模型与智能体策略，二是最终面向用户的产品体验。在产品体验层面，中国团队不仅没有落后，反而往往具备显著优势。“百度不追求通用代码能力全面超越，而是让场景化应用能力超越国际水平。” 朱广翔表示，综合模型与体验来看，国内外产品的差距本质上只是时间问题。今年看国产应用已经基本追平，预期明年中国产品的迭代速度会更快。本文为IPO早知道原创作者｜Stone 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