多年来，AI竞争的优势在于更聪明的模型。AI编程初创公司Cognition的总裁兼联合创始人Russell Kaplan表示，对于越来越多的软件工程任务来说，这种情况可能正在改变。Cognition是软件工程平台Devin的开发公司。
For years, the AI race has favored the smarter model. Russell Kaplan, the president and cofounder of AI coding startup Cognition, the company behind software-engineering platform Devin, said that could be changing for a growing number of software-engineering tasks. "Many tasks within software engineering are now 'intelligence saturated,'" Kaplan wrote in a post on Monday.
“软件工程中的许多任务现在已达到‘智力饱和’，”Kaplan周一在一篇帖子中写道。“一旦任何模型都能很好地完成任务，成本和速度就是唯一重要的因素。”
"Once any model can do the task well, cost and speed are all that matter." This is directionally consistent with our internal data @cognition. Many tasks within software engineering are now "intelligence saturated." Once any model can do the task well, cost and speed are all that matter.
Kaplan是在回应《The Information》的一篇文章。该媒体的报道发现，模型智力10分的优势现在仅能带来20%更多的开发者流量，而2025年底这一数字接近69%。他表示，该报道“在方向上一致”于Cognition内部发生的情况。
Kaplan was responding to an article from The Information. Their reporting found that a 10-point advantage in model intelligence now delivers just 20% more developer traffic, down from nearly 69% in late 2025. He said that story is "directionally consistent" with what is happening inside Cognition.
对于争夺软件开发者和企业合同的AI公司来说，这可能是一个巨大的战略转变。OpenAI、Anthropic、Meta、Google以及越来越多的AI实验室都强调其日益强大的编程工具，作为选择其模型的理由。现在，随着这些AI代理在常规任务上变得更好，如果另一个模型更便宜、更快，一个模型稍微更聪明的方法对用户的重要性可能会降低。Kaplan未立即回复《商业内幕》的置评请求。
That could be a sizable strategic shift for the AI companies fighting to win software developers and enterprise contracts. OpenAI, Anthropic, Meta, Google, and a growing crop of AI labs have all highlighted their increasingly capable coding tools as a reason to choose their models. Now, as those AI agents get better at routine tasks, one model's slightly smarter approach could matter less to users if another model is cheaper and faster. Kaplan didn't immediately respond to a request for comment from Business Insider.