Misha Loves Tech

building in public / long-time dev

[Misha Loves Tech @MishaBuilds]

anthropic just dropped claude opus 5.5 slashing execution costs by 40% while beating previous frontier coding benchmarks by 11 points dropping inference costs while hitting peak benchmark accuracy is how we turn ultra-expensive reasoning models into standard developer

[Misha Loves Tech @MishaBuilds]

@Cryptic_Web3 @ethereum worth separating the tech from the hype, zk proofs for payment validity without identity exposure is well-established cryptography, the actual innovation is applying it specifically to metered ai inference calls at agent speed and volume

[Misha Loves Tech @MishaBuilds]

@elonmusk

[Misha Loves Tech @MishaBuilds]

local-first software is quietly making a massive comeback as developers look for ways to cut cloud latency and keep user data fully on-device without sacrificing offline functionality.

[Misha Loves Tech @MishaBuilds]

@jesseRoss597206 what the heck is going on

[Misha Loves Tech @MishaBuilds]

@Starlink best internet provider ever

[Misha Loves Tech @MishaBuilds]

google just ended its longest losing streak since 2015 and it's riding straight into september on ai momentum. quietest comeback story in tech right now

[Misha Loves Tech @MishaBuilds]

@TedPillows spending $50 billion defending a currency that keeps sliding anyway isn't a defense strategy, it's an expensive way to delay the inevitable

[Misha Loves Tech @MishaBuilds]

@cryptorover oh man, i am ready!

[Misha Loves Tech @MishaBuilds]

$862.7b added just since january puts this year on pace to run well above the historical 6.3% average, worth watching what absorbs that liquidity once it fully works through the system

[The Kobeissi Letter @KobeissiLetter]

BREAKING: US M2 money supply surged +$102.8 billion in July, to a record $23.22 trillion.

This marks the 27th consecutive monthly increase.

Since the start of 2026, M2 has now risen +$862.7 billion.

Furthermore, money supply now stands $1.43 trillion above the March 2022 peak.

Since 2000, money in circulation has grown at an average annual rate of +6.3%, or ~$700 billion a year.

US money creation is expanding at a rapid pace.

[Misha Loves Tech @MishaBuilds]

the fact banks systematically underreport credit card debt is the kind of story that should get more attention than any single earnings beat this week!! it changes how you read evry "consumer is fine" narrative...

[Misha Loves Tech @MishaBuilds]

the crypto market news are mindblowing! $474 billion added in a single week in the middle of a "brutal bear market" is the kind of move that makes calling anything a trend feel premature!!

[Misha Loves Tech @MishaBuilds]

@JulieLovesTech worth noting this only works because GTA has enough built-in hype to survive a delay, most franchises can't pull this off without losing momentum. still a clever move for rockstar specifically. not sure it's replicable outside a handful of top-tier franchises.

[Misha Loves Tech @MishaBuilds]

72k as the pivot level makes sense given how much volume has traded around that zone previously. a clean reclaim with follow-through volume would be the real confirmation, not just a quick wick above it. worth watching how it behaves on the retest if it gets there.

[Ted @TedPillows]

This is where $BTC will have its real test.

$72,000.

If Bitcoin reclaims it, the chances of a rally towards $100,000 will increase.

If BTC gets rejected, it will revisit June lows again.

[Misha Loves Tech @MishaBuilds]

@JennieTechWorld the idea isn't crazy. the sequencing is.

first prove orbital compute can beat terrestrial economics on a small scale, then worry about 99.99% of compute moving into space. the engineering has to earn the prediction.

[Misha Loves Tech @MishaBuilds]

$62.5k is the line in the sand for now. lose it and $60k comes into focus fast.

[Ted @TedPillows]

$BTC tapped the $62,500 support zone before bouncing back.

Bitcoin needs to hold above this support zone, or else it could drop towards $60,000.

[Misha Loves Tech @MishaBuilds]

even at $370-400, this is pricing in robotaxi and optimus succeeding at scale, businesses that generate close to zero revenue today. the "cheap" framing only works if you already believe those bets pay off.

[NoLimit @NoLimitGains]

Crazy how Tesla $TSLA is down 30% from the highs and it’s still one of the most overvalued stocks in the market.

Even at $100 it would still be expensive. Most retail investors will disagree, and that’s completely fine.

Retail always loses anyway.

[Misha Loves Tech @MishaBuilds]

@PromptLLM "biggest fall from grace ever" doesn't match what I'm actually seeing day to day - still using it constantly and it just keeps getting better for research. the "hype's dead" talk is really just people noticing it stopped being a headline, not that it stopped working.

[Misha Loves Tech @MishaBuilds]

this and anthropic's cowork are converging on the same thesis - agents that finish artifacts, not just answer questions. which one wins probably comes down to model reliability under long-horizon tasks more than any single launch feature.

[OpenAI @OpenAI]

Introducing ChatGPT Work, a new agent in ChatGPT powered by Codex and GPT-5.6.

It can take action across your apps and files, stay with a project for hours if needed, and turn a goal into finished work.

It’s a whole new way to get work done.

[Misha Loves Tech @MishaBuilds]

@cryptorover "bullish for bitcoin" is doing a lot of work in a headline about a stablecoin issuer's custody charter. this is a usdc and institutional-custody story first - any bitcoin read-through is secondary and speculative.