Kun Chen 四篇长文解析 AI 时代软件业:软件没有死,工程师需求反而在增长
Kun Chen 四篇长文解析 AI 时代软件业的需求、价值与职业走向
Kun Chen 以四篇长文反驳“软件已死”,认为该说法混淆了软件价格与市场规模、软件与代码、工程师与写代码的人。他借杰文斯悖论指出 AI 让单个软件变便宜但整体市场更大,有价值的软件还包含网络、基础设施、商业模式、合规与商务谈判。其附图显示美国 SWE 招聘在增长,增量主要来自资深岗位、AI 相关岗位和 FDE(前线部署工程师)。
meng shao· @shao__meng · X·2026-10-21 10:34· 17 分钟前AI 评分60
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作者转发并归纳 Kun Chen 的四篇长文,回应软件已死的说法,认为该说法混淆了软件价格与市场规模、软件与代码、工程师与写代码的人。Kun Chen 以杰文斯悖论论证单个软件会变便宜但整体市场变大,指出有价值的软件还包含网络、基础设施、商业模式、合规与商务谈判,工程师职业的本质是用软件解决问题。其附图显示美国 SWE 招聘在增长,增量主要来自资深岗位、AI 相关岗位和 FDE(前线部署工程师)。
正文 · 原文
Kun Chen 四篇长文解析 AI 时代软件业的需求、价值与职业走向:软件没有死,而是正要起飞!
"软件已死"的说法混淆了三件事:把软件的价格等同于软件市场的规模,把软件等同于代码,把软件工程师等同于写代码的人。Kun Chen 的观点是:AI 会让单个软件变便宜,但整体市场会更大;有价值的软件远不止代码;工程师这个职业的本质是"用软件解决问题",需求反而在增长。
Part 1 · 杰文斯悖论:便宜带来更大的市场
蒸汽机变得更省煤以后,煤的总消耗量反而上升,因为更多场景用得起蒸汽机了。同理,AI 大幅降低了做软件的门槛,单个软件的价格会下降(Kun Chen 设想:Adobe 全家桶变成 10 美元买断,应用商店变成 5 美元一个月随便用),但用软件的人和做软件的人都会大幅增加,软件经济的总盘子会变大。
Part 2 · 技术普及不等于替代专业服务
Kun Chen 举了四个例子:微波炉普及后餐厅照样增长,家用咖啡机和咖啡店同时增长,人人有手机摄像头后职业摄影师的就业基本稳定,TikTok 爆发后影视业也没有被冲垮。原因是专业服务卖的不只是功能,还有服务体验、社交、仪式感和情感价值。大众拿到新工具后,通常会去做新的东西,而不是替代原有的专业生意。读者可以检查一下自己用得最多的 App(X、微信、YouTube 等),看看哪一个值得自己用 AI 重写?AI 真正的价值在于做出以前不存在的东西,而不是"你做了一个看板工具,我也做了一个"。
Part 3 · 软件不等于代码
有价值的软件往往是:
· 网络:克隆一个 X 或 Uber 没有意义,因为你在乎的人不在上面;
· 基础设施的冰山一角:代码能生成,但没法生成 Google 的数据中心;
· 商业模式:比如 Tinder,谁付费、为哪些功能付、付多少,这个平衡是长期摸索出来的;
· 合规:企业买 Salesforce、Workday,买的是把数据存储、保留期限、各国法规的风险交给别人去承担;
· 商务谈判:比如 Spotify 背后的版权授权和分成协议。
只有一小堆代码的简单工具(比如健身记录 App)确实容易被复制,但这类产品本来就很难支撑一门可持续的生意,也从来不是软件行业的主体。
Part 4 · 软件工程师这个职业会消失吗?
Kun Chen 用母亲做会计的经历打比方:从算盘到计算器、电脑,再到打电话沟通,工具一直在变,但"帮企业做出正确的财务决策"这个本质没有变,她最后以会计团队负责人的身份退休。同理:
· 如果把这份工作理解为"别人让我写什么我就写什么",这样的岗位已经没有了;
· 如果理解为"我能写出很好的代码",作者估计 1 到 3 年内也会失去价值;
· 需求在增长的是能够精准、主动、借助杠杆解决问题的工程师。作者附了图,说明美国 SWE 岗位的招聘数量在增长,增量主要来自资深岗位、AI 相关岗位和 FDE(前线部署工程师)。当竞争对手用的是同样的 AI 时,决定胜负的是人。
part 4 of "software is taking off" through recent discussions i realized many people saying "software is dead" were actually thinking about software engineering as a profession so.. is software engineering dead? when i was a kid, my mom was an accountant. when i was doing my homework in the evenings, I would hear the sound of her using abacus. it was very loud and noisy over the years, the sound of pushing abacus became punching calculators, then typing on keyboards, and eventually making phone calls. she just retired a few years ago, as a director of an accounting team if you thought of the accounting profession as "pushing abacus", it died a long time ago. but if you understood accountants' jobs are actually "helping businesses make the right financial decisions", you'll realize it'll never stop being relevant so whether software engineering is dead pretty much all depends on your mindset on what the profession even is if your definition is "i write code others tell me to write", yup that's already dead if it's some form of "i write very good code", it's not quite dead yet, but i speculate it'll be dead within the next 1-3 years. i'll link in the thread below another post where i explained why so what's the type of engineer that's seeing growing demand? fig. 1 shows SWE overall seeing a growth in job posting in the US. it tells quite a story when that's happening during a year when coding agents have seen the craziest advancements and adoption fig. 2 shows a lot of the growth came from senior, or AI related roles. i will touch on why below fig. 3 shows the rise of FDEs the growing demand for software engineers is for those who has the right capability to solve problems with high precision, agency, and leverage - these traits have always been desired long before AI came along, and are seeing no sign of stopping just think - when two competing companies both have access to the same AI, who wins? it's going to be their humans that make the difference, and they are going to get as many of such humans as they can the software engineering profession has never been about writing punch cards, writing assembly, or writing C. it's never been about using vim, emacs, or visual studio. the code, the tools, and the activities have always been changing nonstop the profession has always been about "solving problems with software". now there are a lot more problems that just became solvable, and everyone has gained quite an insane amount of leverage - there's never been a better time在 X 查看被引用的帖子
来源:meng shao · x.com
来源:RadarAI · aihot.news