Convex

“Convex is infrastructure, not a capability — the LLM doesn't replace it, it runs on top of it. The coordination moat is real: reactive queries, transactional mutations, and realtime subscriptions require actual running servers, websocket connections, and consistency guarantees that no LLM can conjure. The threat isn't replacement by an LLM alone; it's commoditization by Supabase, Firebase, or PlanetScale eating the same developer mindshare. MCP and OpenAPI hooks are smart — they make Convex callable by agents, not just humans.”