Last May, I wrote a blog post titled As an Experienced LLM User, I Actually Don’t Use Generative LLMs Often as a contrasting response to the hype around the rising popularity of agentic coding. In that post, I noted that while LLMs are most definitely not useless and they can answer simple coding questions faster than it would take for me to write it myself with sufficient accuracy, agents are a tougher sell: they are unpredictable, expensive, and the hype around it was wildly disproportionate given the results I had seen in personal usage. However, I concluded that I was open to agents if LLMs improved enough such that all my concerns were addressed and agents were more dependable.
但关键在于，以OpenAI和Anthropic为首的AI企业正频繁释放信号，影响投资者情绪。例如Anthropic宣布其旗下的Claude Code工具可用于对运行COBOL语言的老旧系统进行现代化改造后，此举导致IBM股价大跌，因为COBOL相关业务正是IBM的核心业务之一。
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