Tech job boards in 2025 are schizophrenic. Traditional software engineering roles are shrinking. "AI"-prefixed positions are expanding. Same company, same quarter — cutting junior devs and project managers on one side, opening Agent orchestration engineers and AI application architects on the other.
2025 年科技行业的招聘页面很分裂：传统软件工程师岗位在缩，带"AI"前缀的职位在涨。同一家公司，左手砍初中级开发和项目管理，右手开 Agent 编排工程师和 AI 应用架构师。
Last June, Shopify CEO Tobi Lutke posted that he preferred "context engineering" over "prompt engineering." Karpathy retweeted with a +1. Simon Willison wrote a blog post saying the term might actually stick. Phil Schmid published a full definition. Half the AI community switched terminology within a week.
By early 2026, Phil Schmid introduced another term: Agent Harness. It didn't generate the same buzz, but anyone building Coding Agents quietly nodded along.
去年 6 月 Shopify CEO Tobi Lutke 发了条推，说他觉得 context engineering 比 prompt engineering 好。Karpathy 转发 +1。Simon Willison 写了篇博客说这个词可能真能立住。Phil Schmid 做了完整定义。半个 AI 圈在一周之内集体换了术语。
到了 2026 年初，Phil Schmid 又抛了一个新词：Agent Harness。这次没有上一轮那么热闹，但写 Coding Agent 的人几乎都默默点了头。
After OpenClaw crossed 350K stars, a narrative started forming in the community: since both run on Opus 4.6 under the hood, the open-source option should be on par with Claude Code. Anyone who has actually used both probably shares the same observation — in long sessions, OpenClaw starts losing context, forgetting files it already read, redoing work it already did. Claude Code does too, but noticeably later, and it recovers much better.
Same model, different experience. Why?
OpenClaw 拿下 35 万 Star 之后，社区开始出现一种论调：底层都是 Opus 4.6，开源方案应该能对标 Claude Code。实际用过两边的人大概都有同一个感受，长会话跑到后半段，OpenClaw 开始丢上下文，忘记之前读过的文件，重复做已经做过的事。Claude Code 也会，但明显晚得多，而且恢复能力强很多。
模型一样，体验不一样。差在哪？
Cursor's parent company Anysphere has about 150 employees. In November 2025, its ARR crossed $1 billion. OpenAI, as of early 2026, has 4,500 employees. Its 2025 revenue was $13.1 billion, but according to Fortune, it lost roughly $9 billion and doesn't expect to turn profitable until 2028.
An application company that trains zero models is outproducing, per capita, the company that trains them. This is the most telling signal in AI for 2025.
Cursor 的母公司 Anysphere 大概 150 人，2025 年 11 月年收入突破 10 亿美元。OpenAI 到 2026 年初有 4500 名员工，2025 年收入 131 亿美元，但据 Fortune 报道，亏损约 90 亿美元，而且预计一直亏到 2028 年。
一个不训练任何模型的应用公司，人均产出碾压了训练模型的公司。这组数字是 2025 年 AI 行业最值得琢磨的信号。
In late November 2025, an open-source project called OpenClaw went live on GitHub. Four and a half months later, it had 350K stars, 70K forks, 81 releases, and sponsorships from OpenAI, NVIDIA, and Vercel. For comparison: Open WebUI took two and a half years to reach 130K stars; NextChat took three years to hit 88K. Growth like OpenClaw's is rare in GitHub's history.
It isn't a new model, a training framework, or even a "technical breakthrough" in the traditional sense. It's a personal AI assistant that runs on your own machine and talks to you through the chat apps you already use: WhatsApp, Telegram, Slack, Discord, WeChat, Feishu, iMessage, Matrix, and over 25 platforms in total, all connected to a single backend.
Why did it break out of the developer bubble?
2025 年 11 月底，一个叫 OpenClaw 的开源项目在 GitHub 上线。4 个半月后，它有 35 万 Star，7 万 Fork，81 个发布版本，OpenAI、NVIDIA、Vercel 做它的赞助商。同期对比：Open WebUI 用了两年半才到 13 万，NextChat 三年到 8.8 万。OpenClaw 的增速在 GitHub 历史上都不多见。
它不是一个新模型，不是一个训练框架，甚至不是一个传统意义上的"技术突破"。它是一个个人 AI 助手，跑在你自己的机器上，通过你已经在用的聊天工具跟你对话。WhatsApp、Telegram、Slack、Discord、微信、飞书、iMessage、Matrix，25 个以上的平台，同时接入，一个后台。
这篇聊聊它为什么能出圈。