百万应用之后，百度秒哒的“用户教育”难题_老虎社区_美港股上老虎

百万应用之后，百度秒哒的“用户教育”难题

i黑马03-05 16:46

百度秒哒的步调比外界想象的要快。就在三月初，这款无代码开发平台披露了一组最新数据：截至今年二月，它已协助全球用户生成超过一百万个AI应用。几乎同一时间，其产品负责人朱广翔在面对媒体时，没有过多谈论技术突破，反而坦诚当前最大的挑战是“用户教育”。他指出，就像DeepSeek爆火前大众对大模型的认知有限一样，“一人公司”这个概念也需要一次大出圈，市场才能真正爆发。这种从急于秀肌肉到耐心做科普的转变，...

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Problem","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"89888":0.6,"09888":1.91,"BIDU":1.91},"content_text":"百度秒哒的步调比外界想象的要快。就在三月初，这款无代码开发平台披露了一组最新数据：截至今年二月，它已协助全球用户生成超过一百万个AI应用。几乎同一时间，其产品负责人朱广翔在面对媒体时，没有过多谈论技术突破，反而坦诚当前最大的挑战是“用户教育”。他指出，就像DeepSeek爆火前大众对大模型的认知有限一样，“一人公司”这个概念也需要一次大出圈，市场才能真正爆发。这种从急于秀肌肉到耐心做科普的转变，恰恰说明AI开发工具正在迈过早期的技术狂热期，进入需要直面真实市场的深水区。1.百度秒哒：模型能力的产品化秒哒的诞生，背景并不复杂。百度拥有文心大模型和智能云的基础设施，缺的是能将底层能力封装成普通人也愿意用的产品形态。秒哒的定位正是那个“翻译层”，把云资源和模型能力，转化为非程序员能用自然语言调用的应用构建工具。它的核心逻辑不是教人写代码，而是让用户像指挥一个虚拟开发团队一样，通过对话让产品经理、程序员、设计师等不同智能体协同工作，最终生成一个包含前端界面、后端逻辑甚至数据库的完整应用。从实际数据看，这条路确实跑通了一部分。上线八个月时，平台累计生成超50万个商业应用，覆盖两百多个场景，其中81%的用户没有编程背景，甚至有石油工程师用它开发出油田生产优化系统，替代了昂贵的外包软件。这些案例印证了“使用者即开发者”这个逻辑的可行性，也让秒哒有了切入市场的底气。2.与蚂蚁“灵光”的差异化竞争但如果把视线拉宽，秒哒面临的并非一片蓝海。在低代码和无代码这条赛道上，国际巨头如微软、谷歌早已布局，国内也有各类玩家虎视眈眈。最常被拿来与秒哒对比的是蚂蚁集团的“灵光”。两者虽然都依赖大模型和多智能体架构，但产品哲学呈现出微妙的差异。灵光更偏向“快”，强调端云协同和三十秒生成轻量级“闪应用”，适合即时满足的生活娱乐场景。而秒哒选择的是“深”，它生成的不是一次性原型，而是可接入支付、可长期迭代、能跑通商业闭环的完整应用。这种差异决定了它们各自的生态位，秒哒显然更想抓住的是那些有真实经营需求的小B商家，哪怕开发周期需要三到十分钟，也要保证应用能直接上线变现。另一个维度的对比来自更广泛的建站与服务生态。像乔拓云这类平台采用的是“自建站+第三方入驻”的双模式，既帮企业建官网，也提供现成的流量分发。而秒哒目前更聚焦于工具属性，通过“创造者筑梦计划”筛选高潜力项目给予流量和投资扶持，试图用孵化器的思路来养大优质应用。这种模式的好处是能深度绑定开发者，但挑战在于，一旦流量扶持停止，普通项目是否能靠自身质量在百度生态外获得持续曝光，仍是未知数。3.还有一道认知门槛从行业视角看，秒哒的探索其实代表了AI应用层的一个关键趋势。全球低代码市场正以超过25%的复合年增长率扩张，企业对快速开发和降本增效的需求极为迫切。但技术供给过剩而用户认知稀缺，是目前最尴尬的现实。秒哒遇到的阻力不在于模型能力不够强，也不在于商业模式不清晰，而在于大量潜在用户根本不知道现在用自然语言就能做应用这件事。这不仅是百度一家的难题，也是整个AI开发工具赛道从极客圈走向大众市场必须跨越的认知门槛。可以预见，未来几年这个领域的竞争将从拼参数转向拼生态。谁能把“创作、分发、变现”的链条打通，谁能帮助那些不懂技术的个体真正靠应用赚到钱，谁就能在下一阶段占据主动。秒哒已经跑完了从零到一百万应用的验证，接下来要证明的是，这一百万个应用里能长出多少真实的商业价值，以及它能否让“一人公司”从一个时髦的概念，变成普通人触手可及的生存方式。［本文作者i黑马，i黑马原创。如需转载请联系微信公众号（ID:iheima）授权，未经授权，转载必究。］","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}