Cherif Yaya

Technologist. I do mobile/AI stuff at Pinterest. Used to do iPhone stuff at Apple and Facebook. I tweet about AI, finances, career and life tidbits.

[The Long Investor @TheLongInvest]

VCs about to show you exactly what they think of the retail investor

Nothing more than brain dead exit liquidity

Nobody with a brain is buying SpaceX tomorrow

Nobody in our group has even mentioned buying it and we have the largest private financial chat group online

Don’t be their exit liquidity

Behave like institutions and add in 9 months after it corrects and when it will be added to the S&P 500

[Jeff Dean @JeffDean]

Denying entry to a Somali soccer official selected as one of the World Cup referees is quite shameful. The whole point of the World Cup is as a spirited athletic competition that brings us together, and allowing him to officiate is obviously the right thing to do.

[Cherif Yaya @allad]

Show don’t tell.

And with AI now, you have no excuse not to show.

[Teknium 🪽 @Teknium]

Hermes v 0.16.0 is out now!

This release includes all the updates you've heard about this week and more!

- The Desktop GUI App
- The Overhaul to the Dashboard
- Leaner Built-In Skillset
- New Security Layers for Remote Dashboard & GUI Access
- and much more!

[Cherif Yaya @allad]

The hard part thing about creating successful apps was never the app building part. Agentic AI collapsing the cost of building to 0 is highlighting that.

I feel for the stores who now have to contend with this deluge while maintaining decent SLOs.

[Jen Zhu @jenzhuscott]

Massive output uptick due to agentic AI. Complete flat adoption.

[NoLimit @NoLimitGains]

Insiders are loading up on these 7 stocks:

[Techmeme @Techmeme]

Sources: Amazon has shut down an internal leaderboard that tracked employees' use of AI tools after workers tried to boost their scores with needless tasks (@rafeuddin_ / Financial Times)

(Visit Techmeme dot com for the link and full context!)

[Cherif Yaya @allad]

Nice try. They are feeling the heat from developers abandoning Claude code in favor of codex en masse.

This field is too nascent and to pull any of the anti customer moves Anthropic did over the last few weeks. Glad they are learning.

[Claude @claudeai]

We’ve agreed to a partnership with @SpaceX that will substantially increase our compute capacity.

This, along with our other recent compute deals, means that we’ve been able to increase our usage limits for Claude Code and the Claude API.

[Cherif Yaya @allad]

For decades I have collected quotes.
These days I have also started collecting great llm prompts. A great one :

“What's the single smartest and most radically innovative and accretive and useful and compelling addition you could make to the plan at this point?”

[Cherif Yaya @allad]

The way Anthropic is penny pinching, it seems Claude code is fast going the way of Cursor.

Category defining and cool at first, but slowly abandoned by developers due to greed and scope bloat.

[Cherif Yaya @allad]

> Thursday will tell you a lot about whether Congress actually has any power left.

Spoiler Alert, It doesn’t

[The Assembly @InTheAssembly]

🚨 THE WAR BECOMES ILLEGAL IN 3 DAYS

In 3 days the US government hits a deadline that almost nobody is talking about.

May 1.

That’s when the War Powers Act clock runs out on the Iran war.

The war started February 28, Trump formally notified Congress on March 2.

Under the 1973 law that starts a 60 day window, after which he either gets congressional authorization or he is legally required to begin withdrawing troops.

That window closes Thursday.

Congress has tried to invoke the War Powers Act five times since the war began.

Five times Republicans blocked it.

The Senate voted it down 52-47 just two weeks ago.

Trump has never asked Congress for authorization once.

Some Republicans are already drawing a line.

Senator John Curtis said publicly he will not support ongoing military action beyond 60 days without a vote.

The House Foreign Affairs chair warned the president could lose support if the conflict runs into May.

After May 1 Trump has 3 options.

– Ask Congress for an authorization to use military force.
– Begin winding down operations.
– Or invoke a 30 day extension by certifying in writing that more time is needed for safe troop withdrawal.

He has already said there is “no time pressure.”

The White House believes the War Powers Act doesn’t apply to the commander-in-chief.

That is a direct challenge to a law that has existed for 53 years.

Thursday will tell you a lot about whether Congress actually has any power left.

We will keep you updated. Turn on notifications this is extremely important.

Many people will wish they followed us sooner.

[Cherif Yaya @allad]

Why is everyone comparing Hermes to Claude code?

Claude Code/Codex = coding agents.

Hermes = meta-agent.

Sure it can code. But I use it for so much more: company ops, research, Telegram workflows, meeting prep, agent orgs, journaling, shopping...

[Cherif Yaya @allad]

I like the direction. Layering version control on top of the FS gives that extra security layer on top of your agentic workflows.
I bet we will see more innovation in this space.

[Oliver @olvrgln]

Introducing Mesa: the most powerful filesystem ever built, designed specifically for enterprise AI agents.

Every team building agents eventually hits the same wall: where do the files live?

Not the chat history, the actual artifacts the agent works on.
> The contracts your agent redlined
> The claim files it updated
> The 200-page audit report it edited overnight while you were asleep

Today those documents live in a sandbox that dies in 30 minutes, an S3 bucket where concurrent writes clobber each other, or a GitHub repo that was never built to absorb agent-scale traffic.

So we built Mesa.

The world's first POSIX-compatible filesystem with built-in version control, designed from the ground up for agents. You mount it into your sandbox like any other filesystem. Your agent reads and writes files normally. Behind the scenes every change is versioned, branchable, reviewable, and rollback-able — like a codebase, for any file type.

Mesa provides
– Branches so agents work in parallel without locking
– Durable storage that survives sandbox death
– Sparse materialization so massive document sets load instantly
– Fine-grained access control per agent
– Full history for human review and audit

Design partners are running Mesa in production across legal, healthcare, GTM, business ops, and coding agents.

Private beta is open: link in the comments

[Cherif Yaya @allad]

The best use case is meeting prep. Before an important call, I DM Hermes on Telegram with the topic. It pulls relevant notes, follows wiki backlinks, surfaces old decisions, likely objections, useful context, and questions to ask.

I walk in with my past self briefed.

[Cherif Yaya @allad]

I copied Karpathy’s LLM wiki idea, then pointed it at my own mess of notes.

Now my second brain feels less like a notebook and more like a superpowered journal: raw memory goes in, linked pages come out, and useful context is available on demand.

[Cherif Yaya @allad]

The wiki stays current by absorption, not by dumping. When new notes land, Hermes finds the smallest page that owns the idea, patches it, adds links/backlinks, preserves the original journal text when it matters, rebuilds the index, and shows me exactly what changed.

[Cherif Yaya @allad]

When I find a great video, here’s how I integrate it into my second brain using my #Hermes :

Extract the transcript. Some interesting concepts there for software engineering.
Write a well researched and detailed document in my brain wiki on the principles at play.

[Matt Pocock @mattpocockuk]

A talk I gave a few weeks ago.

Software fundamentals matter more than ever. Here's why:

https://t.co/KG7gdqFo2j

[Cherif Yaya @allad]

This👇🏾Mastery is the name of the game long term.

[Sam Hogan 🇺🇸 @samhogan]

All the best programmers I know are starting to write code by hand again