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 from simple conversational chatbots to agentic systems capable of executing high-value tasks. This transition marks a critical juncture where models now automate complex software development, allowing engineers to focus on oversight rather than manual coding. Anthropic has emerged as a leader by focusing on this high-value "coding-as-solution" strategy, while OpenAI and Google are currently recalibrating their efforts to catch up. As AI intelligence increasingly surpasses human cognitive benchmarks, the resulting automation of white-collar work threatens to trigger significant labor market shifts and deflationary pressures. Ultimately, the competition among top-tier model labs is converging toward the creation of a "Global GDP Operating System," where the ability to continuously deliver state-of-the-art models and manage massive computational infrastructure determines long-term dominance in an era where AI research itself is becoming automated.