A hot take said databases are dead and vibe-coded apps should live in browser storage. That works for one user — not for a hundred thousand. Engineering with a coding agent is the spearpoint; cosplay scale is not.
DeepSeek’s new model generation, tuned for Huawei Ascend, is the software half of the NVLink-vs-open-bus fork. How likely is Chinese hardware independence? High for a sovereign inference lane; contested at the deepest manufacturing layers.
If you run coding agents day in and day out, you eventually notice something odd. Some weeks the bill looks almost boring. Then a few sharp spikes appear — usually on days when someone reopened an old chat on another … Continued
