AI 正在制造 App 过剩时代

AI coding tools like Codex have doubled to quadrupled monthly new app launches across iOS (from ~40K to 120K), Android, and Chrome since February 2025 ("Agentic coding era"), yet total US app revenue grew only 2% and usage time 7% in 18 months, with "zero/low-usage" apps (under 10 ratings, 100 downloads) sharply rising and no new winners emerging - dubbed "App-Slop." The only growth came from AI assistants themselves (ChatGPT, Claude, Gemini, Grok): productivity apps surged ~100% in revenue and ~55% in usage, while only 3% of US consumers pay for AI services. Despite a 180% increase in code commits, released software versions only rose 30%, and nearly 2,345 US VC-backed companies may fail in 2026, highlighting that vibe coding lowers the cost of validating an idea (via MVPs), not building a profitable business.

why now

AI编程致应用供给翻倍，但需求停滞，开发者需转向验证而非造App。

topic

AI Industry Impact

source

爱范儿