136. 全球大模型季报第9集：和广密聊，Coding是AGI第二幕、硅谷御三家真相、模型正成为新一代OS

Coding has evolved into the primary accelerator for AGI, shifting AI development from simple Chatbot interactions to high-value Agentic tasks. This transition marks a critical juncture where AI models now automate complex software engineering, significantly compressing development cycles and enabling researchers to bypass manual coding. Anthropic has emerged as a leader by prioritizing this "Coding-first" strategy, effectively capturing the high-value enterprise market while competitors like OpenAI and Google initially focused on consumer-facing traffic. As these models increasingly function as the operating systems for the global economy, the focus of AI competition has shifted from user acquisition to token usage and infrastructure dominance. While this rapid technological acceleration promises immense productivity gains, it simultaneously triggers a period of white-collar deflation and structural unemployment, forcing a fundamental reassessment of human value and labor in an AI-native world.