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Signals

I used to walk around thinking about code. I could "see" the code in my head. It was pretty cool. If there was a bug I could often click straight into a specific file and fix it with no other context, like a type of muscle memory. Now I think in prompts. I'll be cooking dinner and recall something codex said to me, then imagine myself typing a prompt back. thinking in prompts seems strictly more embarrassing than thinking in code. not sure if I'll ever go back though

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@surmenokreply ↗

I feel it’s harder to build a mental map of the software in my head because I mostly read diffs and AI responses/reports, rarely read full code. I have to explicitly ask AI to generate design diagrams to build a mental map. Thinking in prompts is real too.

Morris describes moving from a mental map of files and code to thinking in prompts. That abstraction can widen the work an agent handles, while making codebase-local memory less central to the developer’s own reasoning.

Sentiment

Builders questioned prompt-first workflows +0.09

12 posts · 45% confidence

Themes

Markets looked through unresolved Hormuz risk

Iran and Oman said a new maritime route was near its final technical and legal stage, but Tehran said the work did not reopen the Strait of Hormuz without broader concessions. European equities rallied on earnings even as the Houthis claimed an attack on Saudi Aramco's Jizan facility, leaving physical energy risk unresolved.

イラン、ホルムズ海峡開放へ被害の補償要求 米国に制裁解除も迫る https://t.co/FwIAIm03TZ

フーシ、サウジ石油施設を攻撃 米イランの交渉に影響の恐れ https://t.co/5mkuFZiezh

Investors return to European stocks as strong earnings lift Iran war gloom https://t.co/jD5DLWl46S

Must read

Berkshire reversed from stock seller to buyerBerkshire Hathaway (Form 10-Q)

Berkshire's unaudited Form 10-Q for the six months ended June 30, released August 8, reports $39.405B of equity purchases and $27.780B of sales; subtracting its first-quarter filing yields Q2 net purchases of $19.774B.

Signals

テスラ、26年中に日本の納車拠点7→11カ所に 販売急増による混乱収拾へ https://t.co/SNqw0dJ01t テスラの国内販売は25年に1万台を超え、26年も6月時点で既に前年分を超え勢いを増しています。需要が集中した結果、納車日や受取場所が直前に変更されるなどの混乱が起きていました。

Nikkei reports Tesla will expand its Japan delivery hubs from seven to eleven by year-end after concentrated demand caused last-minute changes to delivery dates and pickup locations.

This is nuts. Very real of course. But still beyond any reasonable expectation of what a memory chip cycle looks like. Korea's exports are on track to basically double in a year. Korea! not a small economy. https://t.co/KkEPn2k2uR

Line chart of South Korea customs goods trade showing trailing three-month annualized exports near $1.15 trillion and imports near $780 billion in 2026.
source image · full size ↗

Setser’s chart makes the scale legible: Korea’s export value is on track to nearly double in a year, turning the memory cycle into a national trade variable rather than only a semiconductor earnings story.

Sentiment

Chip-cycle optimism met persistent physical risk +0.08

218 posts · 74% confidence