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Braid Daily · 2026-05-10

Chollet: agentic coding as machine learning

Reframes agentic coding from a software engineering activity into an ML pipeline — which means the disciplines that matter shift toward eval

The lead

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Reframes agentic coding from a software engineering activity into an ML pipeline — which means the disciplines that matter shift toward eval, not deterministic review.

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Primary signals

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antirez: DeepSeek 4 on DGX Spark — 12 tokens/sec, prefill 200

@antirez on X

A concrete, measured port of DeepSeek 4 to NVIDIA's small-form-factor DGX Spark. The 270 gigabytes per second memory bandwidth is the bottleneck — a real number worth filing alongside the M3 Max comparison.

“DS4 running on DGX Spark (GB10 / CUDA), private branch for now. 12 tokens/sec, the memory bandwidth is limited in this system, at 270GB/sec. But prefill is ways more aligned to M3 Max at ~200 t/s.”

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Elad Gil: the AI diffusion gap, in months

@eladgil on X

A practical map of who has access to what and when. It's a compounding gap: by the time a model lands at a startup, lab insiders are already six months into the next one.

“People at major AI labs (using internal models) 3-4 months ahead of startup silicon valley engineers. SV founders/eng 3-6 months ahead of NY. NY founders/eng 6-12 months ahead of rest of world.”

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Virgil Maro: agency at the prompt boundary

@_virgil19 on X

Names something a lot of teams are quietly noticing — that AI tools amplify whatever the user brings, including the absence of a goal.

“the compounding shows up at the prompt boundary. high-agency users come pre-loaded with goals worth amplifying. low-agency users hand the model the goal too. AI doesn't generate the gap. it scales whatever shape”

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Engineering moves to the consequence boundary

@FiftyOne_50_ on X

A clean restatement of what agentic coding actually shifts: not less engineering, just engineering located somewhere different — at the points where you can still say no.

“Agentic coding does not remove engineering. It moves engineering to the consequence boundary: What gets specified, tested, trusted, deployed, monitored, rolled back, and owned when the model is wrong.”

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Gemma 4 MTP on MLX Swift: 30-40% faster on M5 Max

@adrgrondin on X

Multi-token prediction with a small drafter model is the speculative-decoding move, but with the drafter trained alongside the target model. 30 to 40 percent decode speedup for 900 megabytes of extra weights is a strong trade.

“Early WIP port of Gemma 4 multi-token prediction (MTP) on MLX Swift. With MTP, Gemma 31B is 30-40% faster on M5 Max and with zero quality degradation. A significant speedup by just adding a 900MB MTP drafter model.”

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Supporting links

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METR: Claude Mythos Preview 50% time horizon hits 17 hours

reddit.com

Yesterday we promised to track who builds the next METR evaluation tasks. Today METR published an update showing Claude Mythos Preview's 50% time horizon at 17 hours — a measurable advance over the previous bar and the headline number from yesterday's evaluation-ceiling discussio

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Claude Opus 4.7 burns more tokens on German prompts

reddit.com

A practical reminder that the tokenizer is not language-neutral. German runs through the tokenizer at a meaningfully higher token count than English for the same content, and that translates to slower turns, smaller effective context, and higher bills.

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Gemini API File Search goes multimodal

blog.google

Multimodal retrieval-augmented generation as a hosted API primitive. The change in scope is the part to notice — the file-search endpoint now indexes images and PDFs alongside text, so callers don't need to maintain a separate visual retrieval pipeline.

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Companion episode

Seventeen Hours, Three Sizes, and the Prompt Boundary

· 00:24:34

Today's full Braid dispatch is up on the site — every link above ran past the editorial agent before it landed here.