From my recent real experience, this trend is also clearly noticeable. After all, as a consumer who burns a large number of Tokens every day, I'm not stupid... Now my Vibe Coding process has become: I only use top-tier models for complete architecture and acceptance, then let them design all the details of the entire development phase, and then hand over a large amount of coding work to domestic large models... I just need to add a sentence: "Please clearly leave all development details and code requirements in the development plan, and ensure that any ordinary programmer can understand the task goals and details. Later, I will have other Coding Agents complete these small tasks..." Honestly, the final implementation effect is no different... Fable 5, Opus 5, and GPT-Sol can all do planning and acceptance, but there are really too many alternative options for the coding phase... To some extent, Chinese and American large models have again formed a division of labor similar to international trade, with the US holding the latest technology and brands, and China undertaking a large amount of product manufacturing. In the AI market, top US large models are still an indispensable part, but as long as the problem or task is slightly less complex, it can be handed over to models with a much higher cost-performance ratio than the former. Sounds like a good division of labor, right? But the problem is, the current high valuation of US AI stocks and even the entire market is not based on this division of labor logic. The multi-trillion valuation itself is based on the premise that "enterprises and consumers worldwide will and only will use US large models..." As an ordinary consumer who has reached level three in the Gemini API paid tier, I will only vote with my feet, and I believe most people will do the same...

Not sure if this counts as a historic moment? Just yesterday, the top spot in the market share rankings for large models on OpenRouter changed hands! After Google held the number one position steadily for several months, on August 3rd, DeepSeek took the top market share for the first time... The yellow area in the chart represents DS's market share of requests over the past year. You can clearly see that as its market share increased, the area that shrank noticeably was the blue area at the bottom, which is Google's market share... As of now, among the top 5 large models by market share on OpenRouter, two are Chinese models (DeepSeek and Qwen)... If you can see this trend, you might sense a hint of bloodshed... The industrial revolution that the U.S. bet its national destiny on is quietly being snatched away by China... The next step is obvious: this trend will inevitably face increasing interference at the national and political levels. From the U.S. government's perspective, this signal is no less than an act of aggression... But this time, the side being invaded is the U.S...

In the past 30 years, the curve of the US debt-to-GDP ratio turning downward often signals an impending crisis... Currently, this ratio is 5.1%, much higher than at any time in history, and coincidentally, the curve has recently shown signs of flattening at the end... Optimistically, this chart suggests that the new technological revolution has raised the upper threshold for triggering a collapse; Pessimistically, the probability of a financial collapse happening is much higher than at any time in the past 5 years...

Echo is now very skilled at walking the kid; besides maintaining a steady pace while pulling the stroller, he also adjusts the direction... In the past, when walking the dog, parents with kids would look at us with body language that said, "Please keep your dog away!" Now I walk the dog pulling the stroller every day, and the kid sleeps comfortably... Now when I meet people walking their kids, they actually come over to let the children play with the dog... I truly believe every child should grow up in an environment with animals!

The kind of financial freedom I lean towards is: Having risk-free passive income that can cover daily "food, clothing, housing, transportation, and expenses," and then being able to say "NO!" to all the stupid things encountered in life. That is freedom... The former is quite achievable—either increase passive income or reduce desire-driven spending. It's actually the latter that is the hardest to achieve... It's very difficult to do without a certain level of capability...