Agentic Coding Is the Only AI-Native Scenario That Worked
Insight
Yao observes that as of early 2026 no scenario has yet formed a genuine data flywheel, and outside of agentic coding there is no purely AI-native application that has become highly successful. Durable advantage therefore still sits mostly on the model side rather than in the application layer.
Source Context
"目前没有哪一个场景真正形成了数据飞轮。甚至AI纯粹原生的应用场景，目前除了Agentic coding，就是写代码之外，没有哪个场景是AI真正原生的场景，变得非常成功。" — Whisper transcript [00:16:40] ("没有哪一个场景真正的形成了数据飞轮，甚至AI纯粹原生……"), chapter 竞争与逃逸; research "飞轮" via coding revisited at [02:11:43]. Quote verified against 虎嗅 digest #20. Gloss: No real data flywheel exists yet; apart from agentic coding, no AI-native app has truly succeeded, so moats stay on the model side.