Anyone who has built the software side of a connected product knows the glue job. The device keeps its readings in one format and the gateway wants rows in a SQL database, so somebody writes a converter. Then somebody has to keep that converter alive for as long as the device stays in the field, which can easily be ten years.

AltSql takes the converter out. Its base engine, AltSql Core, compiles to about 15 KB of code for a microcontroller. The device keeps its readings and settings in its own flash and goes on deciding from its own data when the connection goes. Its gateway stores the very same records, byte for byte, and answers SQL over them.

Most sites use a thin slice of nginx: TLS, a folder of static files, a couple of routes to an app, health checks and the odd reload. The config grows anyway, one regex at a time, until nobody is quite sure which block handles a given URL.

BareProxy keeps its core to that slice and makes it answer questions. bareproxy explain takes a URL and shows which rule matched, which file or backend would serve it, and why the rules above it didn’t match. bareproxy why tells the story of a request that already happened, starting from the ID it carried in a response header.

Most dashboards ask the same few questions all day long: requests per endpoint, say, or this month’s usage for one customer. The usual setup recounts raw rows on every refresh, or ships every row to a hosted service that bills by the gigabyte.

Precomputing does the counting once, as the data comes in. You write a short policy that names the answers you want and says how long each level of detail should live. It compiles to plain SQLite triggers, so every INSERT keeps those answers current and reading one is a lookup. Old detail fades on your schedule; unusual events are kept whole.

Cloud coding agents start each task on a fresh machine. Before the agent can run a single test, something has to install the right runtime and start the database, and every platform wants those instructions in its own file. Copilot runs a setup workflow; Cursor builds a Dockerfile. A team that uses two or three agents writes the same setup two or three times, and a mistake usually shows up later as an agent session that goes nowhere.

Sandisk spent $4.5 billion on its own stock in the roughly nine weeks between the board’s April 30 authorization and the July 3 fiscal year-end. On August 5 the board added another $14 billion. That leaves $15.5 billion of firepower pointed at a stock trading around $1,600, about a third below the June 25 record close of $2,354.39. The correction took the price down. It didn’t touch the cash.

The $14 billion headline matters less than the $5.035 billion of adjusted free cash flow Sandisk generated in fiscal Q4, of which the $4.5 billion repurchase absorbed 89%. Annualize that quarter and the company throws off more than $20 billion a year. With about 149 million shares outstanding, the market cap sits near $240 billion, so the stock trades at roughly an 8% free cash flow yield on the current run rate. The entire remaining authorization is less than one year of cash at the Q4 pace. At $1,600 it retires about 9.7 million shares, or around 6.5% of the company, and management’s Investor Day framework commits to returning 100% of excess cash from here. This authorization will need topping up again.

I still run about twenty WordPress installs and I have no plans to burn them down. WordPress is competent software. It solved publishing for people who never wanted to open a terminal, it outlasted two decades of fashion, and a big share of the web runs on it for reasons that are not nostalgia. I’ve patched enough of my own installs to know the thing works.

So take this as coming from someone with money on both sides of the table.

The “type a prompt, get a pretty landing page” phase is finished. In 2026 these tools build applications that actually work: authentication, databases, APIs, payments, deployment, usually in a single sitting. That part is genuinely impressive and I’ve stopped being cynical about it.

What I keep running into is the second half. The first version arrives fast. Then you want to change something, and the platforms start behaving very differently from each other. That’s the thing worth judging them on. Not who wins the demo. Who’s still useful on day forty.

The Economist counted about a million American jobs created by AI since 2023, and that count is solid. But look at what those jobs actually are: electricians, HVAC techs, equipment makers, data-centre technicians. People building and running the buildings, not people using the software. Only about one per cent of professional jobs are AI jobs. That matters, because a number like this tracks how much money companies are spending, not how good the technology is. If the models stopped improving tomorrow, hiring would keep going for a year because the contracts are already signed. If the models kept improving but three big spenders cut their budgets, the hiring would stop cold. So the figure is a spending indicator, not proof the technology works. And the people using it to say there’s no problem are missing that the office jobs going quiet and the construction jobs booming are two different labour markets with two different sets of people in them.

Marvell closed Thursday down 1.30% at $241.93 and then surrendered another 7.09% in the aftermarket to $224.34, on a quarter that beat every line management guides to. Revenue of $2.739 billion was a record, up 37% year over year and 13% sequentially, against consensus near $2.71 billion. Non-GAAP EPS of $0.94 cleared $0.93. Data center revenue reached $2.17 billion, 79% of the total, up 46%. The third-quarter guide of $3.15 billion plus or minus 5% sits roughly 4% above the street, and the $1.10 EPS midpoint clears $1.07. Management raised fiscal 2027 revenue by $500 million to approximately $12 billion and fiscal 2028 by $1.5 billion to approximately $18 billion — the second consecutive $1.5 billion raise to the FY28 number in two quarters. None of that is what the print was about.

The memory complex lost several billion dollars of market value on Monday on the strength of a Weibo account. Reports circulating over the weekend, traced back to a pseudonymous poster called Mobile Chip Expert and relayed through Wccftech and AppleInsider, said the Trump administration may permit Apple to source DRAM from ChangXin Memory Technologies and NAND flash from Yangtze Memory Technologies, with a decision communicated after a Trump-Xi meeting expected around September 24. SanDisk traded down as much as 9% to $1,458.29. Micron and Western Digital fell around 7%. Eight days earlier, Commerce Secretary Howard Lutnick had told the Wall Street Journal that it is not great for American companies to be using Chinese memory, and the same names rallied hard on the session. A cabinet secretary on the record moved the group less than an anonymous leaker did. That is worth sitting with before anything else, because it says the complex is currently being priced on the policy narrative rather than on bits.