Ryan Constance

China is now shipping it's own GPUs. This is the Lisuan LX 7G1000. But everyone is missing the point. - You can get 88fps in Cyberpunk 2077. - It has no dedicated ray-tracing hardware. - On rasterization it performs better than a 3060 in synthetic benchmarks. - Real work game perf put it lower than a 5060 which beats it by about 30% and costs $300 instead of $485. The issues isn't that China shipped a so-so card at a high price point, it's that they shipped one at all. The previous barriers to their design, software and hardware capabilities are dropping fast. We might see competitive GPUs out of China sooner than we think.

You're much more of a slave to the 1% that commit 50% of crimes than you are to the 1% that create 40% of the wealth.

Most engineering leaders are past the honeymoon with AI coding IDEs. They see how many tokens their agents burn. The reason is rework. The agent gets a vague prompt and a "make no mistakes" instruction, guesses at an architecture that isn't the one you run, and ships the wrong thing. Then engineers spend round after round correcting it. Rework is what the token bill actually measures. An agent builds correct code when it knows two things: what to build, and what to build it against. Software Factory's modules captures the full business intent and engineering architecture for all operators to reference in a unified multi-player environment, so everyone shares the same context. Then, we pass off the coding tasks to your IDE agent of choice execute against them (Claude, Cursor, Copilot - whatever you prefer). Today, your agents write the code well. The question is what they're writing it against. What is the unified system to reference context your teams are using today?