AWS is helping vibe-coding startup Superblocks, and the implications are big
AWS is helping vibe-coding startup Superblocks, and the implications are big
AWS 正在助力“Vibe-coding”初创公司 Superblocks,其影响深远
Vibe-coding startup Superblocks announced a multiyear joint marketing agreement with Amazon Web Services (AWS) that enables its tool to be embedded within the private clouds of AWS customers. That means an enterprise on AWS that subscribes to Superblocks will be able to offer vibe coding to the company’s business users, and those apps will not send data or information externally to model providers or databases. “Vibe-coding”(氛围编程)初创公司 Superblocks 宣布与亚马逊云科技(AWS)达成一项多年期联合营销协议,使其工具能够嵌入到 AWS 客户的私有云中。这意味着订阅了 Superblocks 的 AWS 企业客户将能够向其业务用户提供“氛围编程”功能,且这些应用不会将数据或信息发送给外部的模型提供商或数据库。
The apps will spin up Amazon Aurora databases within the company’s private cloud, not, for instance, create external Supabase databases, the vibe-coding database of choice. The apps will also integrate with Amazon Bedrock, the cloud giant’s AI app development/AI gateway/inference platform. Essentially, these apps will automatically fall under IT’s management and security, rather than be rogue applications. 这些应用将在公司私有云内启动 Amazon Aurora 数据库,而不是像通常的“氛围编程”那样创建外部的 Supabase 数据库。这些应用还将集成 Amazon Bedrock——这家云巨头的 AI 应用开发、AI 网关及推理平台。从本质上讲,这些应用将自动纳入 IT 部门的管理和安全体系之下,而非成为不受控的“流氓应用”。
“We’re going to bring it to your data inside your private cloud,” Superblocks co-founder and CEO Brad Menezes tells TechCrunch of vibe coding. “The big thing about that is data never leaves. … It’s their AWS account and basically secure with all of the auditing, all of the encryption, all of the network controls.” “我们将把这项技术带到你私有云内的数据身边,”Superblocks 联合创始人兼首席执行官 Brad Menezes 在谈到“氛围编程”时告诉 TechCrunch。“最重要的一点是,数据永远不会离开。……这是他们自己的 AWS 账户,基本上拥有所有的审计、加密和网络控制,非常安全。”
AWS will also help sell Superblocks to enterprises as it does for many of its Marketplace partners. “We support partners where we see strong customer demand and alignment with how customers want to build,” an AWS spokesperson tells TechCrunch. AWS 还将像对待其许多 Marketplace 合作伙伴一样,帮助向企业销售 Superblocks。一位 AWS 发言人告诉 TechCrunch:“我们支持那些我们看到有强烈客户需求,且与客户构建方式相契合的合作伙伴。”
Still, AWS does not yet have its own vibe-coding agent aimed at business users. It has Kiro, an AI coding agent aimed at developers, but it’s not a vibe coder. Amazon also has an AI assistant, Quick, for business users. But again, that’s more like a Claude Cowork or Microsoft Copilot, rather than a Lovable or Replit. 不过,AWS 目前还没有针对业务用户的自有“氛围编程”代理。它拥有面向开发者的 AI 编程代理 Kiro,但那并非“氛围编程”工具。亚马逊还有面向业务用户的 AI 助手 Quick,但这更像是 Claude Cowork 或 Microsoft Copilot,而不是 Lovable 或 Replit。
So this should be a nice boost for early-stage Superblocks, which has 50 employees and raised a total of $60 million as of its Series A, announced in May 2025, backed by Spark Capital, Kleiner Perkins, Meritech Capital, and Greenoaks. Yet, it’s actually a more significant symbol than that. 因此,这对处于早期阶段的 Superblocks 来说应该是一个巨大的推动。该公司目前拥有 50 名员工,截至 2025 年 5 月宣布 A 轮融资时,总共筹集了 6000 万美元,投资方包括 Spark Capital、Kleiner Perkins、Meritech Capital 和 Greenoaks。然而,这实际上具有比融资本身更重要的象征意义。
It’s part of a growing trend where the hyperscaler cloud providers urge their enterprise customers to separate their AI models from all the other scaffolding needed to run enterprise AI and do so on their clouds. They want enterprises to buy AI harnesses (aka agentic apps), AI orchestration, security tools, and the like from them, and not from the frontier providers. 这反映了一个日益增长的趋势:超大规模云服务商正在敦促其企业客户将 AI 模型与运行企业级 AI 所需的其他架构分离开来,并在他们的云平台上完成这些工作。他们希望企业从他们那里购买 AI 框架(即代理应用)、AI 编排和安全工具等,而不是从前沿模型提供商那里购买。
In the past few weeks, Microsoft CEO Satya Nadella has been banging the drum with exactly that message. He’s been telling his many enterprise customers to use multiple models to reduce costs and avoid lock-in. He’s also been preaching that the AI labs are not trustworthy enough to turn to for agent orchestration or app-level harnesses because they may use that data to study a business and later compete with it. 在过去几周里,微软首席执行官萨提亚·纳德拉(Satya Nadella)一直在大力宣传这一信息。他一直在告诉众多的企业客户,要使用多种模型来降低成本并避免被单一供应商锁定。他还一直在宣扬,AI 实验室在代理编排或应用级框架方面不够值得信赖,因为它们可能会利用这些数据来研究企业,并在未来与之竞争。
Enterprises perhaps don’t need such warnings. They have already decided to adopt multiple models, particularly frontier Chinese open-weight options. “That is flipped because 60 days ago they were like, I want a specific model. It’s called Anthropic,” Menezes adds. 企业或许并不需要这样的警告。他们已经决定采用多种模型,尤其是前沿的中国开源权重模型。“情况已经反转了,因为 60 天前他们还会说,我想要某个特定的模型,比如 Anthropic,”Menezes 补充道。
Open models, for instance, accounted for 29% of all traffic routed through Vercel’s AI gateway last month, a popular tool among enterprises to manage multi-model AI use. Then, by necessity, all of their AI scaffolding can’t be tied to one provider. “Having a multi-model strategy across big frontier labs, OpenAI, Anthropic, and open source — and I’d say Chinese open source right now, but also U.S. open source is now starting to come up. It’s a must-have for the CIO,” he says. 例如,上个月通过 Vercel AI 网关路由的所有流量中,开源模型占比达到 29%,该网关是企业管理多模型 AI 使用的热门工具。因此,出于必要,他们的所有 AI 架构不能绑定在单一供应商身上。“在大型前沿实验室(如 OpenAI、Anthropic)和开源项目之间制定多模型策略——我认为现在包括中国开源项目,以及美国开源项目也开始崛起——这对首席信息官(CIO)来说是必不可少的,”他说。
They want model choice for coding as well as customer service, HR, [and] sales automation, he adds. Menezes says the movement is so strong, he predicts that “any enterprise that is betting on a single model provider, that executive will be fired.” 他补充说,他们不仅在编程方面,在客户服务、人力资源和销售自动化方面也需要模型选择权。Menezes 表示,这一趋势非常强劲,他预测:“任何押注单一模型提供商的企业,其相关高管都将被解雇。”
So now we’re seeing the cloud providers bring vibe coding for business users into private, secure clouds, too. That’s like a potential second wave after bringing AI coding agents for enterprise developers. “It’s an emerging category with real momentum, and exactly the kind of innovation we support,” AWS tells TechCrunch. 因此,我们现在看到云服务商也将面向业务用户的“氛围编程”引入了私有、安全的云环境中。这就像是在为企业开发者引入 AI 编程代理之后的潜在第二波浪潮。“这是一个具有真正动能的新兴类别,也正是我们所支持的那种创新,”AWS 告诉 TechCrunch。