According to a leaked closed-door exchange between Liang Wenfeng and investors, DeepSeek's top priority is the Coding Agent. At the Volcano Engine Conference, President Tan Dai stated the internal team regards Coding as a core direction. IDC released market share data showing Alibaba's Qoder, launched for less than a year, captured 47.6% of the revenue share. Alibaba Cloud President Liu Weiguang said Coding is their most important direction. Major domestic tech companies, including ByteDance, Alibaba, Tencent, Zhipu, SenseTime, Baidu, Huawei, and Moonshot AI, are accelerating AI Coding layouts. AI Coding is a major consumption scenario for model inference computing power. Claude Code's ARR rose from 17 million US dollars in April 2025 to 2.5 billion US dollars in February 2026, exceeding 1 billion US dollars 6 months after launch. OpenAI's Codex, launched independently in mid-2025, saw its ARR exceed 1 billion US dollars at the end of January. Coding capability is deemed key to determining the upper limit of Agent effect.