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AI时代的软件正在转向“积木式经济”

这篇文章抓住了一个真实转向:AI 确实在放大“拼装成熟开源组件”的优势,但作者把“底层构件扩散更快”直接上升为“做软件最有效的方法已变”,这个结论有洞察也有明显外推过度。
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2026-04-08 原文链接 ↗
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核心观点

  • "积木"增速碾压主线应用 Ghostty作为终端应用耗时18个月才达成百万级日更新检查,而其底层库libghostty仅用2个月即达数百万日活,这一数据差异证明在AI拼装时代,可嵌入组件的分发效率与增长天花板远超单一终端产品。
  • AI工厂天然偏好拼接而非从零构建 当前LLM的能力结构决定了其更擅长粘合文档完善、经过验证的现成组件,这使得高质量开源积木获得结构性分发优势,而闭源商业软件则面临被系统性绕过的客观劣势。
  • 维护者获得"说不"的底气与外包研发红利 提供底层原语后,核心团队可将长尾需求、小众场景和概念验证外包给社区与AI工厂,自身退守为"策展人",从海量分叉中筛选验证过的最佳想法回并主线,从而降低内部试错成本。
  • 所谓"范式转移"实为传统开源逻辑的修辞包装 代码复用、模块化和社区分叉是软件工程数十年的常态,作者刻意回避"库/框架"等既有术语,将Ghostty的成功归因于"积木策略",却未排除其首先作为高质量主线应用和个人声誉带来的传统成功因素。

跟我们的关联

  • 对 ATou(开发者/技术决策者) 意味着在评估技术选型与产品架构时,应警惕"为了积木化而积木化"的陷阱;下一步应优先验证自身业务是否具备"低边际维护成本"和"高可重组性"这两个前置条件,再决定是否将产品拆分为原语层与主线层,而非盲目追随开源基础设施的特殊路径。
  • 对 Neta(终端用户/消费者) 意味着未来使用的软件可能由更多隐形拼接的第三方组件构成,质量参差与供应链安全风险上升;下一步在享受AI定制软件便利的同时,需建立对软件成分和依赖来源的审查意识,因为"海量工厂产出"的代价最终可能由终端用户承担外部性。
  • 对 Uota(产品经理/创业者) 意味着产品策略需要新增"Agent-Native"维度,即API设计、文档质量和模块化程度直接影响AI时代的分发上游;下一步应将"对AI友好度(LLM-friendly)"作为核心增长指标,探索"主线极简克制+开放原语满足长尾"的双轨架构,用生态熵增替代内部功能堆砌。

讨论引子

  • 如果AI工厂确实99%产出都是垃圾,那么核心维护者从海量分叉中筛选可并入主线的PoC,其认知成本是否被严重低估了?这种"外包研发"究竟是节省成本,还是仅仅转移了成本?
  • 当所有基础设施都转向"积木化"竞争,终端用户的整体体验究竟是变得更碎片化、更不稳定,还是会因长尾需求被满足而净提升?
  • 对于强体验导向、需要端到端集成的消费级应用(如社交、内容平台),"积木式经济"的逻辑是否仍然成立,还是仅适用于开发者工具与基础设施层?

如今,构建软件并获得大规模采用的最高效方式,已经不再是打造高质量的主线应用,而是提供能够让别人去构建、并鼓励别人以数量胜过质量的积木式组件。

Ghostty 在 18 个月内达成了每天一百万次 macOS 更新检查。
libghostty 在 2 个月内达成了数百万级的日活用户。1

类似的增长轨迹,也能在其他积木式技术中看到,比如 Pi Mono、Next.js、Tailwind 等等。

亲身经历这一切,以及在其他生态里目睹同样的现象,从根本上改变了我如今对产品开发和软件开发实践的看法,不论目标是商业性的还是非商业性的。

导入在增长

我使用“积木”这个说法,是为了描述 它们被使用的方式,因为今天人们组装它们的方式,和过去几十年已经非常不同了。

我不用“库”或者“框架”这些词,是因为这种趋势甚至已经延伸到了“应用程序”层面(例如 Ghostty 的 GUI 应用本身,如今就比以往任何时候都拥有更多带有定制补丁的分叉版本,这非常棒)。

今天的工厂是 agentic 的。我这么说,是在陈述一个客观事实,不取决于你对此有什么感受。你可以说这些工厂产出的 99% 东西都是彻头彻尾的垃圾,但你没法否认它们产出的惊人数量。无论是技术栈还是行业,这样的数字到处都是,无法否认。

AI 从零开始构建一切的能力还算可以,但它 尤其擅长 把高质量、文档完善、经过验证的组件粘合在一起。而且,只要条件允许,AI 也更倾向于这么做,除非你明确提示它别这么做。这就是今天软件的“积木式”本质:我们比以往任何时候都更频繁地从货架上拿现成组件,再把它们拼接起来。

当然,人类一直也都是这么做的。整个职业生涯里,我见过的人类软件开发者始终更愿意建立在经过验证的基础原语之上。但过去有一道天然的准入门槛:你必须足够理解这些组件,才有能力把它们硬拼到一起。如今,这道门槛已经消失了。

导出在增长

这些工厂产出的,当然就是软件。海量的软件。

这件事有负面影响。我觉得这些负面影响已经足够明显,不值得我在这里花太多篇幅展开,但我想承认它们确实存在:安全漏洞、不稳定性,以及对承重系统如何运作的普遍性缺乏理解。

但积极的一面也非常多:

  • 质量门槛更低了。 一个面向大量用户群体的主线应用,必须把每个功能与其他所有功能一起权衡:它们如何交互?是否符合长期愿景?我能为数百万用户持续维护它吗?而一个只面向一到几百个用户的工厂产物,不需要操心这些。因此,你可以更快、更松弛地发布。

  • 认知覆盖更广了。 一个主线应用不可能做到 无所不包。它通常会为最大多数用户真正需要和使用的场景做优化。而一个工厂产物可以专门为极小的一部分用户优化,这些用户也因此会更了解这个积木组件。我在 Ghostty 上特别明显地看到了这一点,一些非常小众的社区现在也开始拥有适合他们的终端。

  • 维护负担更轻了。 现在比任何时候都更容易对功能请求说一句“不,谢谢”,因为你提供的是生产手段中的关键一环。我和那些粗制滥造请求之间的拉扯已经非常公开,公开到我甚至做了一个 “no machine”,但与此同时,我对说“不”这件事也一天比一天更不觉得愧疚。

  • 研发被外包了。 作为维护者,现在去看别人都在做什么、看到能工作的概念验证、再决定要把什么带回主线,变得容易太多了。空谈少了,实干多了。而当别人去实干时,你就可以挑选其中最好的想法拿来用上去(这很公平:你提供了积木,他们提供了想法)。

这种影响

这正在改变我看待软件开发和产品开发的方式。

我现在更有意识地去创造积木,并鼓励别人基于它构建应用或分叉版本。我认为这正在带来一个更快乐的社区、更大的社区,以及最终更好的主线软件。

高质量应用并不会消失。由积木开发者自己打造的高质量应用也不会消失。就我而言,并不会因为积木 libghostty 的存在,Ghostty 这个应用本身就消失了。

相反,我认为主线应用正在变得更加稳定,也对自己的功能集更有目的性。稳定性来自一个更大、更多样的用户群。功能集则来自那个庞大的外包研发生态。

房间里的大象:商业化

接下来显而易见的问题是,这对商业化意味着什么。闭源商业软件看起来处在巨大的劣势中。事实也确实如此。

代理模型会更倾向于选择开源免费软件,而不是闭源商业软件。在写这篇文章的时候,这是一条客观事实。独立研究实验室在热门模型上做实验时,已经一再发现,在各种不同情境下,模型会优先选择开源免费替代方案,而不是商业方案。至少到目前为止是这样。

不过,这里我没有一个明确答案,因为和产品开发、软件开发不同,我现在并没有直接在做一个可商业化的产品。我有一些想法,而和所有困难问题一样,我觉得答案是复杂而细腻的。但我不想制造一种自己在权威发言的错觉,所以我打算回避这一点。等我真正做过、真正学到了更多东西,再来分享更多。

我在这里只是再次承认,这个挑战显然存在。

转变已经发生

我们必须接受这样一个现实:积木和软件工厂正在统治我们周围的一切,并且接受、内化由此带来的后果。

我们可以选择朝另一个方向跑,去建立一些与之对抗的飞地。也可以选择把自己彻底交给这种混乱。了解我的人都知道,我在行动上远没有那么极端,而且会根据语境持有不同看法。

重点是,这场转变早就已经发生了。我们正活在其中。


  1. 要拿到精确数字显然很难,因为 Ghostty 基本没有真正的追踪能力。我们只能看到 macOS 的更新文件检查总量。至于 Linux,我们完全没有可见性。libghostty 也没有追踪能力,但集成了 libghostty 的工具可能有,并且已经和我们分享过汇总数据。 

  2. 这篇文章是手写完成的,没有借助 AI。我非常喜欢 AI,也大量使用 AI,但在内容写作这件事上,我个人会划一条线。我希望这些文章能直接反映我是谁。 

The most effective way to build software and get massive adoption is no longer high quality mainline apps but via building blocks that enable and encourage others to build quantity over quality.

如今,构建软件并获得大规模采用的最高效方式,已经不再是打造高质量的主线应用,而是提供能够让别人去构建、并鼓励别人以数量胜过质量的积木式组件。

Ghostty in 18 months: one million daily macOS update checks. libghostty in 2 months: multiple millions of daily users. [^1]

Ghostty 在 18 个月内达成了每天一百万次 macOS 更新检查。
libghostty 在 2 个月内达成了数百万级的日活用户。[^1]

Similar growth trajectories can be seen in other "building block" technologies: Pi Mono, Next.js, Tailwind, etc.

类似的增长轨迹,也能在其他积木式技术中看到,比如 Pi Mono、Next.js、Tailwind 等等。

Experiencing this firsthand as well as witnessing it in other ecosystems has fundamentally shifted how I view the practice of product and software development today, regardless of commercial vs non-commercial goals.

亲身经历这一切,以及在其他生态里目睹同样的现象,从根本上改变了我如今对产品开发和软件开发实践的看法,不论目标是商业性的还是非商业性的。

Imports Are Up

导入在增长

I use the term "building block" to describe how they're being used because they're being assembled today in a very different way than former decades.

我使用“积木”这个说法,是为了描述 它们被使用的方式,因为今天人们组装它们的方式,和过去几十年已经非常不同了。

I don't use the term "library" or "framework" because it extends even up to "applications" (e.g. the Ghostty GUI app has more forks than ever before with customized patches on top, which is awesome).

我不用“库”或者“框架”这些词,是因为这种趋势甚至已经延伸到了“应用程序”层面(例如 Ghostty 的 GUI 应用本身,如今就比以往任何时候都拥有更多带有定制补丁的分叉版本,这非常棒)。

The factory of today is agentic. I say that as objective truth, regardless of what your feelings about it are. You can argue that 99% of the stuff coming out of these factories is total crap, but you can't argue the sheer quantity of stuff coming out. The numbers are everywhere spanning tech stacks and industries and they're undeniable.

今天的工厂是 agentic 的。我这么说,是在陈述一个客观事实,不取决于你对此有什么感受。你可以说这些工厂产出的 99% 东西都是彻头彻尾的垃圾,但你没法否认它们产出的惊人数量。无论是技术栈还是行业,这样的数字到处都是,无法否认。

AI is okay at building everything from scratch, but it is really good at gluing together high quality, well documented, and proven components. And, AI prefers to do this when it can unless explicitly prompted otherwise. This is the "building block" nature of software today: we're more than ever before grabbing off the shelf components and gluing them together.

AI 从零开始构建一切的能力还算可以,但它 尤其擅长 把高质量、文档完善、经过验证的组件粘合在一起。而且,只要条件允许,AI 也更倾向于这么做,除非你明确提示它别这么做。这就是今天软件的“积木式”本质:我们比以往任何时候都更频繁地从货架上拿现成组件,再把它们拼接起来。

Humans, of course, always have done this as well. For my entire career, human software developers have preferred to build on top of proven primitives. But the natural barrier to entry of understanding the component pieces well enough to even slap them together was high enough to limit the ecosystem. This barrier is now gone.

当然,人类一直也都是这么做的。整个职业生涯里,我见过的人类软件开发者始终更愿意建立在经过验证的基础原语之上。但过去有一道天然的准入门槛:你必须足够理解这些组件,才有能力把它们硬拼到一起。如今,这道门槛已经消失了。

Exports Are Up

导出在增长

Coming out of these factories is of course software. So much software.

这些工厂产出的,当然就是软件。海量的软件。

There are negatives to this. I think the negatives are obvious enough that I'm not going to dedicate much time to them, but I want to recognize they exist: security vulnerabilities, instability, a general lack of understanding about how load-bearing systems might work.

这件事有负面影响。我觉得这些负面影响已经足够明显,不值得我在这里花太多篇幅展开,但我想承认它们确实存在:安全漏洞、不稳定性,以及对承重系统如何运作的普遍性缺乏理解。

But there are a huge amount of positives:

但积极的一面也非常多:

  • The quality bar is lower. A mainline application used by a large cross-section of users has to weigh every feature against every other feature: how do they interact? does it make sense for the long term vision? can I maintain this for millions of users? A factory artifact targeting one to hundreds of users doesn't need to care about this. You can ship faster and looser, as a result.
  • 质量门槛更低了。 一个面向大量用户群体的主线应用,必须把每个功能与其他所有功能一起权衡:它们如何交互?是否符合长期愿景?我能为数百万用户持续维护它吗?而一个只面向一到几百个用户的工厂产物,不需要操心这些。因此,你可以更快、更松弛地发布。
  • The awareness is greater. A mainline application can't do everything. It usually optimizes for the use cases that the most users need and use. A factory artifact can optimize for a tiny cross-section of users, and these users gain awareness of the building block as a result. I'm seeing this hugely in Ghostty, as very niche communities are getting terminals.
  • 认知覆盖更广了。 一个主线应用不可能做到 无所不包。它通常会为最大多数用户真正需要和使用的场景做优化。而一个工厂产物可以专门为极小的一部分用户优化,这些用户也因此会更了解这个积木组件。我在 Ghostty 上特别明显地看到了这一点,一些非常小众的社区现在也开始拥有适合他们的终端。
  • The maintenance burden is lower. It is easier than ever to say "no thank you" to feature requests, because you're offering a key part of the means to production. My challenges with slop requests is very public, to the point I made a "no machine", but I'm also feeling less and less bad every day about saying "no."
  • 维护负担更轻了。 现在比任何时候都更容易对功能请求说一句“不,谢谢”,因为你提供的是生产手段中的关键一环。我和那些粗制滥造请求之间的拉扯已经非常公开,公开到我甚至做了一个 “no machine”,但与此同时,我对说“不”这件事也一天比一天更不觉得愧疚。
  • R&D is outsourced. It is so much easier now as a maintainer to look at what others are doing, see working proof of concepts, and decide what you want to bring back to mainline. There's way less talk and way more walk. And while others walk you can cherry pick the best ideas (this is fair: you're giving away a building block and they're giving away their ideas).
  • 研发被外包了。 作为维护者,现在去看别人都在做什么、看到能工作的概念验证、再决定要把什么带回主线,变得容易太多了。空谈少了,实干多了。而当别人去实干时,你就可以挑选其中最好的想法拿来用上去(这很公平:你提供了积木,他们提供了想法)。

The Impact

这种影响

This is changing how I view software and product development.

这正在改变我看待软件开发和产品开发的方式。

I'm much more purposeful about creating building blocks and encouraging applications or forks on top of that. I think this is resulting in a happier community, a larger community, and ultimately better mainline software.

我现在更有意识地去创造积木,并鼓励别人基于它构建应用或分叉版本。我认为这正在带来一个更快乐的社区、更大的社区,以及最终更好的主线软件。

High-quality applications aren't disappearing. And high-quality applications produced by the developers of the building block aren't disappearing. In my case, Ghostty the application isn't disappearing because libghostty the building block exists.

高质量应用并不会消失。由积木开发者自己打造的高质量应用也不会消失。就我而言,并不会因为积木 libghostty 的存在,Ghostty 这个应用本身就消失了。

Instead, I think the mainline application is becoming more stable and more purposeful in its feature set. The stability comes from a much larger and diverse user group. The feature set comes from the massive ecosystem of outsourced R&D.

相反,我认为主线应用正在变得更加稳定,也对自己的功能集更有目的性。稳定性来自一个更大、更多样的用户群。功能集则来自那个庞大的外包研发生态。

The Elephant in the Room: Commercialization

房间里的大象:商业化

The obvious question that follows is what this can mean for commercialization. Closed source, commercial software appears to be at a massive disadvantage. And it is.

接下来显而易见的问题是,这对商业化意味着什么。闭源商业软件看起来处在巨大的劣势中。事实也确实如此。

Agents will more readily pick open and free software over closed and commercial. At the time of writing this article, this is an objective truth. Independent research labs running experiments on popular models have found repeatedly that under diverse circumstances, models pick open and free alternatives over commercial. So far.

代理模型会更倾向于选择开源免费软件,而不是闭源商业软件。在写这篇文章的时候,这是一条客观事实。独立研究实验室在热门模型上做实验时,已经一再发现,在各种不同情境下,模型会优先选择开源免费替代方案,而不是商业方案。至少到目前为止是这样。

But, I don't have a concrete answer here, because unlike product and software development, I'm not directly building a commercializable product right now. I have thoughts, and as with all hard things, I think the answer is nuanced. But, I don't want to give the illusion of talking authoritatively about this so I'm going to avoid it. When I walk the walk and learn more, I'll share more.

不过,这里我没有一个明确答案,因为和产品开发、软件开发不同,我现在并没有直接在做一个可商业化的产品。我有一些想法,而和所有困难问题一样,我觉得答案是复杂而细腻的。但我不想制造一种自己在权威发言的错觉,所以我打算回避这一点。等我真正做过、真正学到了更多东西,再来分享更多。

I'm once again simply acknowledging that this challenge obviously exists.

我在这里只是再次承认,这个挑战显然存在。

The Shift Has Happened

转变已经发生

We have to accept that building blocks and software factories rule everything around us and accept and internalize the consequences of that.

我们必须接受这样一个现实:积木和软件工厂正在统治我们周围的一切,并且接受、内化由此带来的后果。

We can choose to run the other direction and create enclaves where we fight against it. Or we can choose to submit ourselves completely to the chaos. People who know me know I'm far less extreme in my actions and carry different opinions depending on context.

我们可以选择朝另一个方向跑,去建立一些与之对抗的飞地。也可以选择把自己彻底交给这种混乱。了解我的人都知道,我在行动上远没有那么极端,而且会根据语境持有不同看法。

The point is the shift has already happened. We're living in it.

重点是,这场转变早就已经发生了。我们正活在其中。


  1. Getting exact numbers is obviously hard since Ghostty has no real tracking. We can see aggregate update file checks for macOS. We have no visibility at all into Linux. libghostty has no tracking but tools integrating libghostty might and have shared aggregates with us. 


  1. 要拿到精确数字显然很难,因为 Ghostty 基本没有真正的追踪能力。我们只能看到 macOS 的更新文件检查总量。至于 Linux,我们完全没有可见性。libghostty 也没有追踪能力,但集成了 libghostty 的工具可能有,并且已经和我们分享过汇总数据。 


  1. This article was written by hand, without the assistance of AI. I love and use AI abundantly, but I draw the line personally at content. I want posts to reflect who I am directly. 


  1. 这篇文章是手写完成的,没有借助 AI。我非常喜欢 AI,也大量使用 AI,但在内容写作这件事上,我个人会划一条线。我希望这些文章能直接反映我是谁。 

The most effective way to build software and get massive adoption is no longer high quality mainline apps but via building blocks that enable and encourage others to build quantity over quality.

Ghostty in 18 months: one million daily macOS update checks. libghostty in 2 months: multiple millions of daily users. 1

Similar growth trajectories can be seen in other "building block" technologies: Pi Mono, Next.js, Tailwind, etc.

Experiencing this firsthand as well as witnessing it in other ecosystems has fundamentally shifted how I view the practice of product and software development today, regardless of commercial vs non-commercial goals.

Imports Are Up

I use the term "building block" to describe how they're being used because they're being assembled today in a very different way than former decades.

I don't use the term "library" or "framework" because it extends even up to "applications" (e.g. the Ghostty GUI app has more forks than ever before with customized patches on top, which is awesome).

The factory of today is agentic. I say that as objective truth, regardless of what your feelings about it are. You can argue that 99% of the stuff coming out of these factories is total crap, but you can't argue the sheer quantity of stuff coming out. The numbers are everywhere spanning tech stacks and industries and they're undeniable.

AI is okay at building everything from scratch, but it is really good at gluing together high quality, well documented, and proven components. And, AI prefers to do this when it can unless explicitly prompted otherwise. This is the "building block" nature of software today: we're more than ever before grabbing off the shelf components and gluing them together.

Humans, of course, always have done this as well. For my entire career, human software developers have preferred to build on top of proven primitives. But the natural barrier to entry of understanding the component pieces well enough to even slap them together was high enough to limit the ecosystem. This barrier is now gone.

Exports Are Up

Coming out of these factories is of course software. So much software.

There are negatives to this. I think the negatives are obvious enough that I'm not going to dedicate much time to them, but I want to recognize they exist: security vulnerabilities, instability, a general lack of understanding about how load-bearing systems might work.

But there are a huge amount of positives:

  • The quality bar is lower. A mainline application used by a large cross-section of users has to weigh every feature against every other feature: how do they interact? does it make sense for the long term vision? can I maintain this for millions of users? A factory artifact targeting one to hundreds of users doesn't need to care about this. You can ship faster and looser, as a result.

  • The awareness is greater. A mainline application can't do everything. It usually optimizes for the use cases that the most users need and use. A factory artifact can optimize for a tiny cross-section of users, and these users gain awareness of the building block as a result. I'm seeing this hugely in Ghostty, as very niche communities are getting terminals.

  • The maintenance burden is lower. It is easier than ever to say "no thank you" to feature requests, because you're offering a key part of the means to production. My challenges with slop requests is very public, to the point I made a "no machine", but I'm also feeling less and less bad every day about saying "no."

  • R&D is outsourced. It is so much easier now as a maintainer to look at what others are doing, see working proof of concepts, and decide what you want to bring back to mainline. There's way less talk and way more walk. And while others walk you can cherry pick the best ideas (this is fair: you're giving away a building block and they're giving away their ideas).

The Impact

This is changing how I view software and product development.

I'm much more purposeful about creating building blocks and encouraging applications or forks on top of that. I think this is resulting in a happier community, a larger community, and ultimately better mainline software.

High-quality applications aren't disappearing. And high-quality applications produced by the developers of the building block aren't disappearing. In my case, Ghostty the application isn't disappearing because libghostty the building block exists.

Instead, I think the mainline application is becoming more stable and more purposeful in its feature set. The stability comes from a much larger and diverse user group. The feature set comes from the massive ecosystem of outsourced R&D.

The Elephant in the Room: Commercialization

The obvious question that follows is what this can mean for commercialization. Closed source, commercial software appears to be at a massive disadvantage. And it is.

Agents will more readily pick open and free software over closed and commercial. At the time of writing this article, this is an objective truth. Independent research labs running experiments on popular models have found repeatedly that under diverse circumstances, models pick open and free alternatives over commercial. So far.

But, I don't have a concrete answer here, because unlike product and software development, I'm not directly building a commercializable product right now. I have thoughts, and as with all hard things, I think the answer is nuanced. But, I don't want to give the illusion of talking authoritatively about this so I'm going to avoid it. When I walk the walk and learn more, I'll share more.

I'm once again simply acknowledging that this challenge obviously exists.

The Shift Has Happened

We have to accept that building blocks and software factories rule everything around us and accept and internalize the consequences of that.

We can choose to run the other direction and create enclaves where we fight against it. Or we can choose to submit ourselves completely to the chaos. People who know me know I'm far less extreme in my actions and carry different opinions depending on context.

The point is the shift has already happened. We're living in it.


  1. Getting exact numbers is obviously hard since Ghostty has no real tracking. We can see aggregate update file checks for macOS. We have no visibility at all into Linux. libghostty has no tracking but tools integrating libghostty might and have shared aggregates with us. 

  2. This article was written by hand, without the assistance of AI. I love and use AI abundantly, but I draw the line personally at content. I want posts to reflect who I am directly. 

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