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  要点

  美国消费者新闻与商业频道(CNBC)获悉,在转而与竞争对手Windsurf接触之前,OpenAI曾与颇受欢迎的人工智能编程产品Cursor背后的初创公司Anysphere进行过交易谈判。

  数百万人试用过Cursor,OpenAI联合创始人安德烈・卡帕西(AndrejKarpathy)在今年2月曾强调它是一种用于“氛围感编程”的工具。

  据报道,截至上个月,Anysphere还在与投资者进行谈判,以接近100亿美元的估值进行融资。

OpenAI首席执行官山姆・奥尔特曼(SamAltman)

  在就收购人工智能代码编写初创公司Windsurf展开谈判之前,OpenAI曾考虑过另一个收购对象:Cursor。

  两名知情人士告诉CNBC,这家ChatGPT的创建公司去年曾联系过销售Cursor应用程序的初创公司Anysphere。今年,随着Cursor迎来新一波的流行热潮,OpenAI再次与其进行了接触。其中一名知情人士称,这些谈判再次未能取得进展。

  OpenAI拒绝置评。Anysphere没有回复置评请求。上个月报道称,Anysphere正在进行谈判,以接近100亿美元的估值进行融资。

  OpenAI最近一直在进行谈判,计划斥资约30亿美元收购人工智能编程工具Windsurf。如果与Windsurf的交易达成,这将是迄今为止OpenAI进行的最昂贵的收购。

  OpenAI联合创始人兼首席执行官山姆・奥尔特曼(SamAltman)在社交媒体平台X上表示,公司周三发布的新推理模型o3和o4-mini“在编程方面非常出色,所以我们将推出一款新产品CodexCLI,以便让它们更易于使用”。Anysphere在X上表示,这两款新的大型语言模型(LLM)现在已可在Cursor中使用。

  Cursor的桌面应用程序去年因借助人工智能公司Anthropic的Claude3.5Sonnet模型提供编程辅助而受到欢迎。去年10月,微软在其GitHubCopilot辅助工具中增加了对Anthropic的Sonnet模型的支持,几周后,一些程序员表示,Cursor比微软的GitHubCopilot更胜一筹。

  全球顶尖的科技公司正在投入数千亿美元建造配备英伟达(Nvidia)图形处理单元的数据中心,这些数据中心能够构建和运行这些大型语言模型。这些模型正在企业界的各个领域得到应用,如销售、客户服务和法律等领域。

  一些最重大的进展来自于将人工智能应用于软件领域。人工智能在这方面已经发展得非常出色,以至于科技公司发现自己需要甄别在求职面试中使用人工智能作弊的程序员,CNBC在3月份曾报道过这一情况。

  OpenAI联合创始人安德烈・卡帕西(AndrejKarpathy)2月份在X上发布的一篇帖子标志着这种观念的转变。他创造了“氛围感编程”(vibecoding)这个词来描述指挥人工智能编写代码的过程。卡帕西在帖子中提到了Cursor和Anthropic的Sonnet模型,但没有提及OpenAI的模型。

  从那以后,科技行业纷纷涌向Cursor以及众多类似的服务,包括Bolt、Replit和Vercel。据报道,截至今年3月,每天有超过100万人在使用Cursor。

  据一名知情人士透露,OpenAI曾与人工智能编程领域的20多家公司进行过接触。

  总部位于旧金山的Anysphere成立于2022年,截至今年1月,其经常性收入超过1亿美元。投资者包括安德森・霍洛维茨基金(AndreessenHorowitz)、标杆资本(Benchmark)、兴盛资本(ThriveCapital)和OpenAI创业基金。Cursor基于微软的开源VisualStudioCode编辑器开发。

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