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Today, the panic around AI coding agents has spread far beyond Silicon Valley. The Wall Street Journal credited Claude Code with causing a $1 trillion tech stock sell-off last month, as investors feared that software would soon become entirely obsolete. Weeks later, IBM’s stock had its worst day in 25 years after Anthropic announced that Claude Code could be used to modernize legacy systems that run COBOL, common on IBM machines. OpenAI has worked tirelessly to make its AI coding agent part of the societal conversation, spending millions of dollars on a Super Bowl commercial about Codex, rather than ChatGPT.

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刘洋,资深行业分析师,长期关注行业前沿动态,擅长深度报道与趋势研判。