The Future Opportunity in AI Coding: A New Era of Expression and Content Consumption

Originally published in Chinese on May 7, 2025. AI coding tools let people describe what they want in plain language and get working software. Several elements are different now from before. In the past, programmers were treated as the technical group with the highest willingness to pay, and services were built for them. In the whole value chain they were builders of infrastructure, so giving infrastructure builders better tools was a value that could be quantified. The programmer market is also global: wherever you build, you end up serving the world from one round of development. That opportunity had been validated and people were willing to work it. Over the last two years, though, several big trends and logics in AI coding have to be redefined. The user base is changing