Lovable chose Supabase. Kimi chose TiDB. Both are AI companies, but they are not building the same kind of company. One helps humans generate apps. The other is building an AI system that needs scale. That is why the database choice matters. It shapes what kind of company you can become in the AI era. A great article from @llama_venture

- Claude = coding. ($20/mo) - Supabase = backend. (Free) - Vercel = deploying. (Free) - Namecheap = domain. ($12/yr) - Stripe = payments. (2.9%/transaction) - GitHub = version control. (Free) - Resend = emails. (Free) - = AI job Agent （Free） - Clerk = auth. (Free) - Cloudflare = DNS. (Free) - PostHog = analytics. (Free) - Sentry = error tracking. (Free) - Upstash = Redis. (Free) - Pinecone = vector DB. (Free) Total monthly cost to run a startup: ~$20 There has never been a cheaper time to build.

Grok Build is becoming a complete environment for building, deploying and managing real-world applications Its plugin marketplace brings the entire development stack into one connected workflow: • Vercel for deployment • Sentry for monitoring • Chrome DevTools for debugging • Cloudflare for infrastructure • Supabase, MongoDB and Neon for databases • Firecrawl for web data • Figma for design • Railway for hosting • Stripe for payments You are not just asking Grok to write code You can build, test, debug, connect infrastructure, deploy and manage production without constantly switching between tools Grok Build combines a frontier model, a powerful agentic harness and all the tools needed to go from an idea to a shipped product

Top 20 Startups by Web Traffic founded since 2020 1. DeepSeek 2. Perplexity 3. Suno 4. Polymarket 5. Gamma 6. ElevenLabs 7. Lovable 8. Arena 9. xAI 10. Supabase 11. Manus 12. Higgsfield 13. Cursor 14. Fanvue 15. OpenRouter 16. GPTZero 17. Genspark 18. ShopMy 19. Venice 20. Whop Some interesting observations: — Only 25% were not AI: Polymarket, Supabase, Fanvue, ShopMy, Whop — 20% were acquired — Startups that didn't surprisingly didn't make the cut: Kalshi (founded 2018), Mistral (10M), OpenEvidence (11.4M), Cognition — All but 2 are unicorns (GPTZero, Fanvue), 7 decacorns, but there's no clear correlation between traffic and valuation

25 time-saving tools for developers: 1. Claude - AI code helper 2. GitHub Copilot - AI pair programmer 3. Windsurf - AI-powered IDE 4. Warp - Modern terminal 5. Raycast - Productivity launcher 6. Postman - API testing 7. TablePlus - Database GUI 8. DBeaver - Universal database tool 9. ngrok - Localhost tunneling 10. Hoppscotch - Lightweight API client 11. Sentry - Error monitoring 12. Linear - Issue tracking 13. CodeRabbit - AI code reviews 14. Mintlify - AI documentation 15. Supabase - Backend as a service 16. Railway - App deployment 17. Render - Cloud hosting 18. Vercel - Frontend deployment 19. Netlify - Static site hosting 20. Replit - Browser-based development 21. JSON Crack - JSON visualization 22. TinyPNG - Image optimization 23. Regex101 - Regex testing 24. Bundlephobia - Package size analysis 25. GitKraken - Workflow management

AI agents change the database business model. For years, SaaS apps were built around “one app, one database”. But agents are different. The emerging pattern is: one agent, one database. Why? Because each agent needs its own durable memory, context, tools, permissions, audit trail, and billing boundary. A shared database sounds cheaper at first, until you hit the real problems: - compliance gets messy - tenant isolation becomes fragile - per-agent billing is hard - debugging is painful - noisy neighbors appear everywhere - deleting one agent’s data cleanly is harder than it should be The clean abstraction is simple: Give every agent its own database. The hard part is cost. Can you imagine buying 1 million databases from Supabase, Aurora, or hosting 1 million MySQL/Postgres instances yourself? That model breaks immediately. This is where TiDB Cloud proves something important: “one agent, one database” is not just an architecture pattern. It is a new database business. With TiDB Cloud, we can make a database cheap enough to be provisioned per agent — around $2 or even cheaper per database per year. That changes the unit economics. Agents won’t share one giant memory forever. They will each get their own database. And the winning database platform will be the one that makes millions of tiny, isolated, compliant, billable databases feel boringly easy.