苹果成了Vibe Coding创业者们最大的敌人

硅星人04-04

作者｜周一笑邮箱｜zhouyixiao@pingwest.com今年1月，一个叫Mana的团队做了一件很酷的事，用自然语言生成iOS快捷指令。说一句话，就能串联起闹钟、健康、日历等590多个原生能力，相当于移动端的n8n，用嘴编程。兴奋了大约一周。然后他们发现，快捷指令没法在前台常驻运行，复杂流程跑到一半就会被系统杀掉。iOS后台执行超时30秒就中止，技术上全实现了，产品上跑不通。于是他们转向了...

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entrepreneurs","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/88b39c3414e9fe3bc4f1830509f4b690","symbols_score_info":{"AAPX":0.6,"MSFT":0.6,"AAPL":1.98,"AAPU":0.6,"AAPD":0.6,"NVDA":0.6,"MACW.SI":0.6,"AAPB":0.6,"AMZN":0.6,"APLY":0.6,"GOOG":0.6,"AAPY":0.6,"TSLA":0.6,"META":0.6,"AAPW":0.6},"content_text":"作者｜周一笑邮箱｜zhouyixiao@pingwest.com今年1月，一个叫Mana的团队做了一件很酷的事，用自然语言生成iOS快捷指令。说一句话，就能串联起闹钟、健康、日历等590多个原生能力，相当于移动端的n8n，用嘴编程。兴奋了大约一周。然后他们发现，快捷指令没法在前台常驻运行，复杂流程跑到一半就会被系统杀掉。iOS后台执行超时30秒就中止，技术上全实现了，产品上跑不通。于是他们转向了第二个方向，做mini-app。用户说一句话，AI直接生成一个完整的小应用，跑在手机上。产品做好了，宣传文案写好了，准备开始宣发。然后苹果干脆直接动手了。苹果甚至直接下架了3月18日，有媒体发现苹果正在阻止多款vibe coding应用发布App Store更新。估值90亿美元的Replit、以及Vibecode、Rork、a0.dev等产品先后受到波及，其中Rork停止了iOS运营，a0.dev直接放弃了苹果平台。苹果援引的是App Store审核指南2.5.2条款，应用不得下载、安装或执行改变自身功能的代码。苹果的说辞是，这条规则一直存在，执法并非专门针对vibe coding。苹果给出的妥协条件也很具体，Replit可以把生成的应用预览改到外部浏览器打开，Vibecode则需要移除为苹果设备生成软件的能力。审核指南原文需要说明的是，苹果打击的是一个很具体的行为，在App内生成代码并直接运行，让应用绕过审核就变成了另一个应用。用Cursor或Claude Code写iOS应用再提交App Store审核，走的是另一条路，不在此次打击范围内，但vibe coding带来的应用提交量暴增也让审核本身变慢了，不少开发者反映等待时间从不到一天延长到了一周。事情在两周后愈演愈烈。一款名为Anything的vibe coding应用被苹果直接从App Store下架。这款产品去年9月刚拿到1100万美元融资，估值1亿美元，用户通过它已经发布了数千个App Store应用。Anything的开发者已经主动提交了合规更新，把应用预览改成在浏览器里打开，试图满足2.5.2的要求，但苹果拒绝了这个更新，随后将应用整个下架。苹果越来越不留余地了。自1月以来无法更新的Replit，其iOS应用已经从免费开发者工具排行榜第一跌到了第三。一条旧规则的新杀伤力这条规则写了很多年，以前很少触发，因为很少有人能做到\"在App里生成App\"。AI改变了这件事。Vibe coding让任何人都能在手机上创造可运行的软件，一条沉睡的老规则突然有了全新的打击面。规则本身没有变，变的是技术让更多人撞上了这条线，而什么时候执行、对谁执行，解释权完全在苹果手里。这不是苹果第一次用类似逻辑限制第三方创新。微信小程序就是前车之鉴。小程序允许第三方功能在微信内运行，绕过了App Store的审核和分成体系，苹果为此卡了微信的更新长达数年，最终双方达成协议，苹果从小程序内支付中抽取15%的佣金。Vibe coding应用今天面对的局面，和当年微信的遭遇有着相似的底层逻辑。与此同时，vibe coding带来的应用提交量暴增也在冲击苹果的审核体系。数据显示，美国iOS应用发布量在去年12月同比增长了56%，今年1月又增长了54.8%，是四年来最快的增速。Forrester分析师的判断是，苹果不可能靠拒绝来解决这个问题，当AI加速应用创造的速度，苹果需要从手工审核进化到规模化策展。自己的工具叫创新，别人的工具叫违规让整件事变得格外刺眼的，是苹果自己的动作。就在打压第三方vibe coding应用的同一周，苹果在Xcode 26.3中内置了OpenAI和Anthropic的AI编程代理。开发者可以在苹果的工具里用自然语言生成代码、构建应用、运行测试，做完之后走标准的App Store审核流程上架。内置Codex和Claude的XcodeMana创始人在自己的复盘中写了一句话，“Vibe coding在苹果自己的工具里叫'创新'，在第三方应用里叫'违规'。”rabbit创始人吕骋在硅星人播客中说得更直接，苹果特别反对别人做'生成App的App'。\"他的判断是，话语权不在自己手里，这很危险。你做得再好，也可能变成别人的附属，比如苹果没有理由允许一个比Siri更聪明的产品取代自己的Siri。规则的逻辑其实很清楚，你可以在iOS上构建，但不能在iOS上运行你构建的东西。或者说得更直白一些，你可以用AI写代码，但必须用苹果的工具，走苹果的审核，给苹果交税。开发者社区对此意见分裂，但反对苹果的声音明显更大。有人站在苹果一边，认为“一个能在内部批量生产app的app，本质上就是一个披着外衣的sideloading后门”，让未经审核的代码在用户设备上运行确实存在安全风险。但更多开发者的态度是，软件对用户越来越不友好，让普通人描述一下自己的需求就能得到一个定制工具，这本来应该是技术进步的方向。苹果的安全顾虑是真实的，商业动机也是真实的，两者恰好指向同一个方向。值得一提的是，同样的vibe coding应用在Android上运行良好，Rork和Replit在Google Play没有遇到任何类似的限制。绕路求生被苹果卡住之后，不少创业者开始转向。Mana团队砍掉了和iOS系统绑定的一切。其创始人告诉硅星人，目前的计划是做类似Replit那样的web app路线。他形容这次转向的心态，“如果硬把错误的事情做对，会更加可怕。”也有开发者告诉硅星人，自己已经转向了PWA路线，把产品搬到浏览器里，彻底绕开App Store。还有人走另一条合规路径，把端侧模型直接塞进App，让AI能力内置于应用本体而非动态生成代码，这种方式目前上架很顺利。Replit选择了妥协，同意在外部浏览器中打开生成的应用。但Anything的遭遇表明，妥协也不一定管用。目前来看，苹果的红线画在“生成的代码是否在App内运行”这个点上。帮用户写代码但不在App内执行的工具（如Vercel的v0）暂时安全，在App内嵌web view里直接运行生成内容的则会被打击。但这条线并不清晰。中国市场上，蚂蚁灵光的\"闪应用\"和马卡龙AI的mini-app同样在App内生成并运行可交互内容，目前尚未受到限制。有分析指出，Canva等能用AI创建互动内容的应用也可能在未来面临类似审查。这条红线画到哪里，苹果自己可能也还没想清楚。命不在自己手里Mana创始人告诉硅星人，vibe coding在移动端的前景基本定了，“就这样了，大概不会有什么变化。”他认为未来这个领域会分化到两头，一头是娱乐小游戏，一头是生活小工具，中间那些短平快的即时需求，类似小爱同学这样的系统级AI助手已经能覆盖大部分，苹果自己吃掉只是时间问题。不过也有变量。欧盟的《数字市场法案》（DMA）已经迫使苹果在欧洲开放第三方应用商店和侧载，此前游戏模拟器也在监管压力下被苹果放行。如果vibe coding应用的开发者选择向监管机构施压，故事未必就到这里结束。三个月，三个方向，每次都做成了，每次都被平台规则杀死。Mana的经历不是个例。无论是三个人的早期团队还是估值90亿的行业巨头，在苹果的规则面前处境没有什么不同。Mana创始人自己的总结最为准确，“两次都是做成了，然后发现命不在自己手里。”硅谷知名投资人Naval Ravikant几天前在X上晒出了自己用AI做的一屏应用，配文只有一句话，“打造你自己的App Store（Make your own App Store）。”他在另一条帖子里写得更尖锐，“AI编程代理现在可以一步到位把定制应用送到你的手机上，这是iPhone统治地位终结的开始。”Vibe coding许诺的是一个让普通人也能创造软件的未来。这个未来正在到来，只是在苹果的地盘上，它需要先拿到许可证。这种事情，用苹果自己最喜欢的说法，还真是only Apple can 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