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Windsurf 更强调高自动化。", "x": "/html/body/div[2]/div[2]/div[2]/div/div[1]/div[2]/section/section[18]/p[22]"}]}, "tags": [], "label": "content", "web_segment_id": 61, "global_sentence_id": 110, "edu_l1_label": "IOS"}, {"txt": "他们的 Chat 功能比 Cursor 做得更加完善，很多用户不用 hands-on code 也能完成基础的开发。", "language": "chinese", "position": {"atoms": [{"immutable": false, "orig_start": 0, "position_id": 1031, "size": 0, "start": 0, "tags": [], "tail": 0, "txt": "他们的 Chat 功能比 Cursor 做得更加完善，很多用户不用 hands-on code 也能完成基础的开发。", "x": "/html/body/div[2]/div[2]/div[2]/div/div[1]/div[2]/section/section[18]/p[22]"}]}, "tags": [], "label": "content", "web_segment_id": 61, "global_sentence_id": 111, "edu_l1_label": "IOS"}, {"txt": "同时，他们的产品还体现出了更强的对企业级需求更强的理解，支持 on-prem 专有模型和各种compliance协议。", "language": "chinese", "position": {"atoms": [{"immutable": false, "orig_start": 0, "position_id": 1033, "size": 0, "start": 0, "tags": [], "tail": 0, "txt": "同时，他们的产品还体现出了更强的对企业级需求更强的理解，支持 on-prem 专有模型和各种compliance协议。", "x": 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是否能在所有开发者比例中变高：", "language": "chinese", "position": {"atoms": [{"immutable": false, "orig_start": 0, "position_id": 1040, "size": 0, "start": 0, "tags": [], "tail": 0, "txt": "那他们未来的关键 bet 是 indie hacker 是否能在所有开发者比例中变高：", "x": "/html/body/div[2]/div[2]/div[2]/div/div[1]/div[2]/section/section[18]/p[28]"}]}, "tags": [], "label": "content", "web_segment_id": 64, "global_sentence_id": 117, "edu_l1_label": "IOS"}, {"txt": "如果 AI 产品的开发范式下独立开发者数量达到500万，也就等于今天所有开发者的 10%，cursor 的市场空间才能达到十亿美金。", "language": "chinese", "position": {"atoms": [{"immutable": false, "orig_start": 0, "position_id": 1041, "size": 0, "start": 0, "tags": [], "tail": 0, "txt": "如果 AI 产品的开发范式下独立开发者数量达到500万，也就等于今天所有开发者的 10%，cursor 的市场空间才能达到十亿美金。", "x": "/html/body/div[2]/div[2]/div[2]/div/div[1]/div[2]/section/section[18]/p[28]"}]}, "tags": [], "label": "content", "web_segment_id": 64, "global_sentence_id": 118, "edu_l1_label": "IOS"}, {"txt": "而企业侧 BD 和开发者市场的增长方式不一样，Codeium 在企业 GTM 签订单上的能力很强。", "language": "chinese", 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"global_sentence_id": 124, "edu_l1_label": "IOS"}, {"txt": "容器化部署（Docker、Kubernetes）是关键，需确保客户环境的数据隔离。", "language": "chinese", "position": {"atoms": [{"immutable": false, "orig_start": 0, "position_id": 1052, "size": 0, "start": 0, "tags": ["strong"], "tail": 0, "txt": "容器化部署（Docker、Kubernetes）是关键，需确保客户环境的数据隔离。", "x": "/html/body/div[2]/div[2]/div[2]/div/div[1]/div[2]/section/section[23]/p[1]/strong"}]}, "tags": ["strong"], "label": "content", "web_segment_id": 67, "global_sentence_id": 125, "edu_l1_label": "IOS"}, {"txt": "• 合规：", "language": "chinese", "position": {"atoms": [{"immutable": false, "orig_start": 0, "position_id": 1054, "size": 0, "start": 0, "tags": [], "tail": 0, "txt": "• ", "x": "/html/body/div[2]/div[2]/div[2]/div/div[1]/div[2]/section/section[23]/p[2]/span"}, {"immutable": false, "orig_start": 0, "position_id": 1056, "size": 0, "start": 0, "tags": ["strong"], "tail": 0, "txt": "合规：", "x": 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["strong"], "label": "content", "web_segment_id": 68, "global_sentence_id": 128, "edu_l1_label": "IOS"}, {"txt": "• 个性化：", "language": "chinese", "position": {"atoms": [{"immutable": false, "orig_start": 0, "position_id": 1061, "size": 0, "start": 0, "tags": [], "tail": 0, "txt": "•", "x": "/html/body/div[2]/div[2]/div[2]/div/div[1]/div[2]/section/section[23]/p[3]/span"}, {"immutable": false, "orig_start": 0, "position_id": 1063, "size": 0, "start": 0, "tags": ["strong"], "tail": 0, "txt": " 个性化：", "x": "/html/body/div[2]/div[2]/div[2]/div/div[1]/div[2]/section/section[23]/p[3]/strong"}]}, "tags": ["strong"], "label": "content", "web_segment_id": 69, "global_sentence_id": 129, "edu_l1_label": "IOS"}, {"txt": "数据质量直接决定个性化效果，需要对数据的时效性和相关性进行评估。", "language": "chinese", "position": {"atoms": [{"immutable": false, "orig_start": 0, "position_id": 1065, "size": 0, "start": 0, "tags": ["strong"], "tail": 0, "txt": "数据质量直接决定个性化效果，需要对数据的时效性和相关性进行评估。", "x": "/html/body/div[2]/div[2]/div[2]/div/div[1]/div[2]/section/section[23]/p[3]/strong"}]}, "tags": ["strong"], "label": "content", "web_segment_id": 69, "global_sentence_id": 130, "edu_l1_label": "IOS"}, {"txt": "，帮助企业通过 fine-tuning/RAG 写出更高质量的代码。", "language": "chinese", "position": {"atoms": [{"immutable": false, "orig_start": 0, "position_id": 1066, "size": 0, "start": 0, "tags": ["strong"], "tail": 0, "txt": "，帮助企业通过 fine-tuning/RAG 写出更高质量的代码。", "x": "/html/body/div[2]/div[2]/div[2]/div/div[1]/div[2]/section/section[23]/p[3]/strong"}]}, "tags": ["strong"], "label": "content", "web_segment_id": 69, "global_sentence_id": 131, "edu_l1_label": "IOS"}, {"txt": "数据预处理和基于角色的访问控制（RBAC）是关键，避免因信息整合导致数据泄露。", "language": "chinese", "position": {"atoms": [{"immutable": false, "orig_start": 0, "position_id": 1067, "size": 0, "start": 0, "tags": ["strong"], "tail": 0, "txt": "数据预处理和基于角色的访问控制（RBAC）是关键，避免因信息整合导致数据泄露。", "x": 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替代人类开发者，实现这个过程的工程量大、消耗 code tokens 数量大。", "language": "chinese", "position": {"atoms": [{"immutable": false, "orig_start": 0, "position_id": 1147, "size": 0, "start": 0, "tags": [], "tail": 0, "txt": "Coding agent 公司的平均融资规模是最大的，因为这些公司的目标是实现 end-to-end 替代人类开发者，实现这个过程的工程量大、消耗 code tokens 数量大。", "x": "/html/body/div[2]/div[2]/div[2]/div/div[1]/div[2]/section/section[29]/p[13]"}]}, "tags": [], "label": "content", "web_segment_id": 92, "global_sentence_id": 181, "edu_l1_label": "IOS"}, {"txt": "这个领域的现状可能有两个要解决的问题：", "language": "chinese", "position": {"atoms": [{"immutable": false, "orig_start": 0, "position_id": 1148, "size": 0, "start": 0, "tags": [], "tail": 0, "txt": "这个领域的现状可能有两个要解决的问题：", "x": "/html/body/div[2]/div[2]/div[2]/div/div[1]/div[2]/section/section[29]/p[13]"}]}, "tags": [], "label": "content", "web_segment_id": 92, "global_sentence_id": 182, "edu_l1_label": "IOS"}, {"txt": "1) 技术上模型底层推理能力不够。", "language": "chinese", "position": {"atoms": [{"immutable": false, "orig_start": 0, "position_id": 1150, "size": 0, "start": 0, "tags": [], "tail": 0, "txt": "1) 技术上模型底层推理能力不够。", "x": "/html/body/div[2]/div[2]/div[2]/div/div[1]/div[2]/section/section[29]/p[15]"}]}, "tags": [], "label": "content", "web_segment_id": 93, "global_sentence_id": 183, "edu_l1_label": "IOS"}, {"txt": "在企业大 codebase 中去完整的处理问题需要很强的推理能力，去理解用户和codebase 两端的 context，然后将任务拆解为多个解决步骤。", "language": "chinese", "position": {"atoms": [{"immutable": false, "orig_start": 0, "position_id": 1151, "size": 0, "start": 0, "tags": [], "tail": 0, "txt": "在企业大 codebase 中去完整的处理问题需要很强的推理能力，去理解用户和codebase 两端的 context，然后将任务拆解为多个解决步骤。", "x": "/html/body/div[2]/div[2]/div[2]/div/div[1]/div[2]/section/section[29]/p[15]"}]}, "tags": [], "label": "content", "web_segment_id": 93, "global_sentence_id": 184, "edu_l1_label": "IOS"}, {"txt": "这样的 long-context + long-horizon reasoning 能力才能真正解决企业侧复杂的工程问题。", "language": "chinese", "position": {"atoms": [{"immutable": false, "orig_start": 0, "position_id": 1152, "size": 0, "start": 0, "tags": [], "tail": 0, "txt": "这样的 long-context + long-horizon reasoning 能力才能真正解决企业侧复杂的工程问题。", "x": "/html/body/div[2]/div[2]/div[2]/div/div[1]/div[2]/section/section[29]/p[15]"}]}, "tags": [], "label": "content", "web_segment_id": 93, "global_sentence_id": 185, "edu_l1_label": "IOS"}, {"txt": "2) 产品上，UI/UX 层需要与人类协作方式的创新。", "language": "chinese", "position": {"atoms": [{"immutable": false, "orig_start": 0, "position_id": 1154, "size": 0, "start": 0, "tags": [], "tail": 0, "txt": "2) 产品上，UI/UX 层需要与人类协作方式的创新。", "x": "/html/body/div[2]/div[2]/div[2]/div/div[1]/div[2]/section/section[29]/p[17]"}]}, "tags": [], "label": "content", "web_segment_id": 94, "global_sentence_id": 186, "edu_l1_label": "IOS"}, {"txt": "既然模型的能力还没达到完全可用，如何去 involve human in the loop 到协作中就是一个比较难的问题：", "language": "chinese", "position": {"atoms": [{"immutable": false, "orig_start": 0, "position_id": 1155, "size": 0, "start": 0, "tags": [], "tail": 0, "txt": "既然模型的能力还没达到完全可用，如何去 involve human in the loop 到协作中就是一个比较难的问题：", "x": "/html/body/div[2]/div[2]/div[2]/div/div[1]/div[2]/section/section[29]/p[17]"}]}, "tags": [], "label": "content", "web_segment_id": 94, "global_sentence_id": 187, "edu_l1_label": "IOS"}, {"txt": "模型遇到难的问题时是选择 inference-time compute 做搜索还是交给用户去介入给更多的指导和context？", "language": "chinese", "position": {"atoms": [{"immutable": false, "orig_start": 0, "position_id": 1156, "size": 0, "start": 0, "tags": [], "tail": 0, "txt": "模型遇到难的问题时是选择 inference-time compute 做搜索还是交给用户去介入给更多的指导和context？", "x": "/html/body/div[2]/div[2]/div[2]/div/div[1]/div[2]/section/section[29]/p[17]"}]}, "tags": [], "label": "content", "web_segment_id": 94, "global_sentence_id": 188, "edu_l1_label": "IOS"}, {"txt": "如果这个问题解决得不好，呈现出的效果可能是，AI 自己工作了 12 个小时之后发现束手无策，交给用户也很难在AI 的基础上进行修正。", "language": "chinese", "position": {"atoms": [{"immutable": false, "orig_start": 0, "position_id": 1157, "size": 0, "start": 0, "tags": [], "tail": 0, "txt": "如果这个问题解决得不好，呈现出的效果可能是，AI 自己工作了 12 个小时之后发现束手无策，交给用户也很难在AI 的基础上进行修正。", "x": "/html/body/div[2]/div[2]/div[2]/div/div[1]/div[2]/section/section[29]/p[17]"}]}, "tags": [], "label": "content", "web_segment_id": 94, "global_sentence_id": 189, "edu_l1_label": "IOS"}, {"txt": "由于以上问题，我们推测现在实际能有 PMF 的场景会是 code migration，code refactoring 和 PR commit 等任务。", "language": "chinese", "position": {"atoms": [{"immutable": false, "orig_start": 0, "position_id": 1159, "size": 0, "start": 0, "tags": [], "tail": 0, "txt": "由于以上问题，我们推测现在实际能有 PMF 的场景会是 code migration，code refactoring 和 PR commit 等任务。", "x": "/html/body/div[2]/div[2]/div[2]/div/div[1]/div[2]/section/section[29]/p[19]"}]}, "tags": [], "label": "content", "web_segment_id": 95, "global_sentence_id": 190, "edu_l1_label": "IOS"}, {"txt": "这些任务对于开发者来说往往是 toil 也就是不愿意做的事情，开发者专注在这些任务上以后可以把精力集中在别的更有创造力的领域。", "language": "chinese", "position": {"atoms": [{"immutable": false, "orig_start": 0, "position_id": 1160, "size": 0, "start": 0, "tags": [], "tail": 0, "txt": "这些任务对于开发者来说往往是 toil 也就是不愿意做的事情，开发者专注在这些任务上以后可以把精力集中在别的更有创造力的领域。", "x": "/html/body/div[2]/div[2]/div[2]/div/div[1]/div[2]/section/section[29]/p[19]"}]}, "tags": [], "label": "content", "web_segment_id": 95, "global_sentence_id": 191, "edu_l1_label": "IOS"}, {"txt": "因此目前 coding agent 现阶段做得更多是从 1 到 100 的事情，还没有到从 0到 1 的任务上。", "language": "chinese", "position": {"atoms": [{"immutable": false, "orig_start": 0, "position_id": 1161, "size": 0, "start": 0, "tags": [], "tail": 0, "txt": "因此目前 coding agent 现阶段做得更多是从 1 到 100 的事情，还没有到从 0到 1 的任务上。", "x": "/html/body/div[2]/div[2]/div[2]/div/div[1]/div[2]/section/section[29]/p[19]"}]}, "tags": [], "label": "content", "web_segment_id": 95, "global_sentence_id": 192, "edu_l1_label": "IOS"}, {"txt": "我们看好 coding agent 在未来 2 年内会逐渐承担更多的责任，不过那需要底层模型的能力和上层 agent 框架的共同进步。", "language": "chinese", "position": {"atoms": [{"immutable": false, "orig_start": 0, "position_id": 1162, "size": 0, "start": 0, "tags": [], "tail": 0, "txt": "我们看好 coding agent 在未来 2 年内会逐渐承担更多的责任，不过那需要底层模型的能力和上层 agent 框架的共同进步。", "x": "/html/body/div[2]/div[2]/div[2]/div/div[1]/div[2]/section/section[29]/p[19]"}]}, "tags": [], "label": "content", "web_segment_id": 95, "global_sentence_id": 193, "edu_l1_label": "IOS"}, {"txt": "定价问题也很值得思考：", "language": "chinese", "position": {"atoms": [{"immutable": false, "orig_start": 0, "position_id": 1164, "size": 0, "start": 0, "tags": [], "tail": 0, "txt": "定价问题也很值得思考：", "x": "/html/body/div[2]/div[2]/div[2]/div/div[1]/div[2]/section/section[29]/p[21]"}]}, "tags": [], "label": "content", "web_segment_id": 96, "global_sentence_id": 194, "edu_l1_label": "IOS"}, {"txt": "传统 dev tool 的定价一般是按使用者数量 seat-based 付费，对于coding agent 而言 consumption-based 付费可能是更合理的定价，优秀的、完成大量任务的 coding agent 价格可能值得和 junior developer 在同一个数量级。", "language": "chinese", "position": {"atoms": [{"immutable": false, "orig_start": 0, "position_id": 1165, "size": 0, "start": 0, "tags": [], "tail": 0, "txt": "传统 dev tool 的定价一般是按使用者数量 seat-based 付费，对于coding agent 而言 consumption-based 付费可能是更合理的定价，优秀的、完成大量任务的 coding agent 价格可能值得和 junior developer 在同一个数量级。", "x": "/html/body/div[2]/div[2]/div[2]/div/div[1]/div[2]/section/section[29]/p[21]"}]}, "tags": [], "label": "content", "web_segment_id": 96, "global_sentence_id": 195, "edu_l1_label": "IOS"}, {"txt": "• Coding Model 代表公司：", "language": "chinese", "position": {"atoms": [{"immutable": false, "orig_start": 0, "position_id": 1167, "size": 0, "start": 0, "tags": ["strong"], "tail": 0, "txt": "•", "x": "/html/body/div[2]/div[2]/div[2]/div/div[1]/div[2]/section/section[29]/p[23]/strong/span"}, {"immutable": false, "orig_start": 0, "position_id": 1169, "size": 0, "start": 0, "tags": ["strong"], "tail": 0, "txt": " Coding Model 代表公司：", "x": "/html/body/div[2]/div[2]/div[2]/div/div[1]/div[2]/section/section[29]/p[23]/strong/span"}]}, "tags": ["strong"], "label": "content", "web_segment_id": 97, "global_sentence_id": 196, "edu_l1_label": "IOS"}, {"txt": "Poolside、Magic", "language": "chinese", "position": {"atoms": [{"immutable": false, "orig_start": 0, "position_id": 1170, "size": 0, "start": 0, "tags": ["strong"], "tail": 0, "txt": "Poolside、Magic", "x": "/html/body/div[2]/div[2]/div[2]/div/div[1]/div[2]/section/section[29]/p[23]/strong/span"}]}, "tags": ["strong"], "label": "content", "web_segment_id": 97, "global_sentence_id": 197, "edu_l1_label": "IOS"}, {"txt": "Coding 领域对模型能力的要求是不完全一致的，比如 code tokenizer 对代码中的变量、符号、函数名都要做专门的切分，以及主流 LLM 的训练是以文本生成为主要目标函数，代码能力看起来是其智能的副产品。", "language": "chinese", "position": {"atoms": [{"immutable": false, "orig_start": 0, "position_id": 1172, "size": 0, "start": 0, "tags": [], "tail": 0, "txt": "Coding 领域对模型能力的要求是不完全一致的，比如 code tokenizer 对代码中的变量、符号、函数名都要做专门的切分，以及主流 LLM 的训练是以文本生成为主要目标函数，代码能力看起来是其智能的副产品。", "x": "/html/body/div[2]/div[2]/div[2]/div/div[1]/div[2]/section/section[29]/p[25]"}]}, "tags": [], "label": "content", "web_segment_id": 98, "global_sentence_id": 198, "edu_l1_label": "IOS"}, {"txt": "因此 Coding model 领域开始出现一些独立公司：", "language": "chinese", "position": {"atoms": [{"immutable": false, "orig_start": 0, "position_id": 1173, "size": 0, "start": 0, "tags": [], "tail": 0, "txt": "因此 Coding model 领域开始出现一些独立公司：", "x": "/html/body/div[2]/div[2]/div[2]/div/div[1]/div[2]/section/section[29]/p[25]"}]}, "tags": [], "label": "content", "web_segment_id": 98, "global_sentence_id": 199, "edu_l1_label": "IOS"}, {"txt": "• Magic 强调特别长的 context window，能把企业中复杂的 codebase 完整读进来解决问题，尽量避免 retrieval；", "language": "chinese", "position": {"atoms": [{"immutable": false, "orig_start": 0, "position_id": 1175, "size": 0, "start": 0, "tags": [], "tail": 0, "txt": "•", "x": "/html/body/div[2]/div[2]/div[2]/div/div[1]/div[2]/section/section[29]/p[27]/span"}, {"immutable": false, "orig_start": 0, "position_id": 1177, "size": 0, "start": 0, "tags": [], "tail": 0, "txt": " Magic 强调特别长的 context window，能把企业中复杂的 codebase 完整读进来解决问题，尽量避免 retrieval；", "x": "/html/body/div[2]/div[2]/div[2]/div/div[1]/div[2]/section/section[29]/p[27]/span"}]}, "tags": [], "label": "content", "web_segment_id": 99, "global_sentence_id": 200, "edu_l1_label": "IOS"}, {"txt": "• Poolside 强调 RL from machine feedback，能把 Git history 中复杂的工程链条完整解决。", "language": "chinese", "position": {"atoms": [{"immutable": false, "orig_start": 0, "position_id": 1179, "size": 0, "start": 0, "tags": [], "tail": 0, "txt": "•", "x": "/html/body/div[2]/div[2]/div[2]/div/div[1]/div[2]/section/section[29]/p[28]/span"}, {"immutable": false, "orig_start": 0, "position_id": 1181, "size": 0, "start": 0, "tags": [], "tail": 0, "txt": " Poolside 强调 RL from machine feedback，能把 Git history 中复杂的工程链条完整解决。", "x": "/html/body/div[2]/div[2]/div[2]/div/div[1]/div[2]/section/section[29]/p[28]/span"}]}, "tags": [], "label": "content", "web_segment_id": 100, "global_sentence_id": 201, "edu_l1_label": "IOS"}, {"txt": "不过这一领域的公司在 OpenAI、Anthropic 的主航道上，考虑到 Coding 能力是模型推理能力最好的proxy，这两家公司的模型一定会在 LLM + RL 的范式下在 coding 能力上持续进步。", "language": "chinese", "position": {"atoms": [{"immutable": false, "orig_start": 0, "position_id": 1183, "size": 0, "start": 0, "tags": [], "tail": 0, "txt": "不过这一领域的公司在 OpenAI、Anthropic 的主航道上，考虑到 Coding 能力是模型推理能力最好的proxy，这两家公司的模型一定会在 LLM + RL 的范式下在 coding 能力上持续进步。", "x": "/html/body/div[2]/div[2]/div[2]/div/div[1]/div[2]/section/section[29]/p[30]"}]}, "tags": [], "label": "content", "web_segment_id": 101, "global_sentence_id": 202, "edu_l1_label": "IOS"}, {"txt": "Autopilot for citizen", "language": "chinese", "position": {"atoms": [{"immutable": false, "orig_start": 0, "position_id": 1185, "size": 0, "start": 0, "tags": ["strong"], "tail": 0, "txt": "Autopilot for citizen", "x": "/html/body/div[2]/div[2]/div[2]/div/div[1]/div[2]/section/section[29]/p[32]/strong/span"}]}, "tags": ["strong"], "label": "title2", "web_segment_id": 102, "global_sentence_id": 203, "edu_l1_label": "IOS"}, {"txt": "• Task engine 代表产品：", "language": "chinese", "position": {"atoms": [{"immutable": false, "orig_start": 0, "position_id": 1187, "size": 0, "start": 0, "tags": 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# AI Coding 最全图谱：Agent 将如何颠覆软件
## 01. Investment Thesis
### 1）Coding 能力是 LLM + RL 范式下能力进化最快的方向，会是从 copilot 渐进到 agent 的第一个领域。
### 2）Task engine 会把市场从 5000 万开发者拓展到 5 亿知识工作者，从 professional citizen developers。
### 3）Copilot for pro & Agent for citizen 是现在模型能力与产品需求相匹配的领域。
#### • 左下象限，Copilot for pro dev：
#### • 右上象限，Agent for citizen dev：
#### • 左上象限，Agent for pro dev：
#### • 右下上限，copilot for citizen dev：
## 02. State of AI coding landscape
### Copilot for pro
#### • Coding 代表公司：Anysphere(Cursor), Codeium, Augment
##### Product
##### Market
##### Research
#### • Testing 代表公司：QA Wolf, Momentic, Gru AI
#### • Code Review & Refactor 代表公司：CodeRabbit
### Agent for pro
#### • Coding agent 代表公司：Cognition (Devin), Factory
#### • Coding Model 代表公司：Poolside、Magic
### Autopilot for citizen
#### • Task engine 代表产品：Replit、Websim、Wordware
#### • 前端生成代表公司：Vercel (V0)、Stackblitz (Bolt.new)
## 03. Open Discussion
### 1）Coding 能力的民主化？不，是软件工程的民主化。
### 2）UI/UX：同步与异步，GUI 时刻的到来。