Ayush Sood

vp of eng @withcherryUS 🍒 // prev director of eng @figma

[Erik Bernhardsson @bernhardsson]

Today we're announcing our Series C funding: $355M at a $4.65B valuation, led by some great investors @generalcatalyst and @Redpoint.

We've had insane growth in the last year, but we're still very early. So proud of the team and what we have built so far!

[Ayush Sood @ayushsood]

@zuess05 junior devs aren't writing code at a senior level. architectural correctness, security boundaries, etc

[Ayush Sood @ayushsood]

@kevinxu Your ambition changed

[Christoffer Bjelke @chribjel]

We hired a junior developer to write the simple code, so we don't have to spend a ton of money on tokens for those basic/primitive tasks

[Dirt Cheap Banks @dirtcheapbanks]

I have built a spreadsheet. It has 847 rows. Each row is a community bank in the United States with a market cap below $200 million, a price-to-tangible-book ratio under 0.85, a non-performing loan ratio below 0.4%, and a CEO who has been in the role for at least twelve years. I update it every Sunday from 6 AM to 11 AM while my family attends church without me. I have visited the headquarters of nineteen of these banks in person. I have eaten a complimentary lobby cookie at each one. The cookies are how you can tell. A bank with a good cookie is a bank that respects its depositors. A bank with a stale cookie is a bank that will be acquired within 36 months at a 40% premium. I am never wrong about the cookies. The cookies have never lied to me. The cookies are the only thing left that tells the truth.

[Alex Finn @AlexFinn]

It happened.

An open weights model just dropped that benchmarks higher than Opus 4.6 is out

If you have 2 Mac Studios w/ 512gb, you can run Opus 4.6 level intelligence completely for free on your desk

I warned you this would happen months ago. Now Mac Studios and Mac Minis are sold out

The next Mac Studio has been delayed until Q3/Q4. The price will be significantly higher

I told you this was going to happen. Intelligence explosion. Hardware bottleneck. Increased efficiency

Luckily I picked up 2 Mac Studio 512gbs, 2 Mac Minis, and a DGX Spark

I will be loading this up in the next couple of days and will have completely private super intelligence running for me 24/7

I’m telling you right now by end of year we will have a local version of Mythos. It’s 100% guaranteed

You called me crazy but every single prediction I’ve made has turned out to be true

These models will only get more efficient and require less hardware. But that hardware is only going to get more expensive

Local/open source is so obviously the future and if you’re still denying this now you are delusional

[Rory O'Driscoll @rodriscoll]

The weird thing right now is the public markets don't have access to the growth side of software. Right now the trade is to sell SaaS and buy semis (the raw material of AI). What you don’t have yet in the public markets are the AI native software companies and therefore, you’re comparing the practical values of owning say a Salesforce vs the mythical value of owning a company that’s growing 10x (without having seen the actual financials). And everyone is always going to want the myth.

These SaaS stocks aren’t going to trade in a sane fashion until the next generation of AI companies go public and investors can decide how to price a 10% revenue growth company with 30% cash flow vs 300% revenue growth company with negative 100% cash flow and SBC that will blow your mind.

Until then, you’re walking hand in hand with your significant other looking over your shoulder. You know the meme.

[Kevin Kwok @kevinakwok]

Allbirds is not pivoting. They have always made the commodity hardware startups run in

[Ayush Sood @ayushsood]

@Nike your move

[Watcher.Guru @WatcherGuru]

$BIRD is now up over 850% today

[Om Patel @om_patel5]

I taught Claude to talk like a caveman to use 75% less tokens.

normal claude: ~180 tokens for a web search task

caveman claude: ~45 tokens for the same task

"I executed the web search tool" = 8 tokens
caveman version: "Tool work" = 2 tokens

every single grunt swap saves 6-10 tokens. across a FULL task that's 50-100 tokens saved

why does it work? caveman claude doesn't explain itself. it does its task first. gives the result. then stops.

no "I'd be happy to help you with that." no "Let me search the web for you" no more unnecessary filler words

"result. done. me stop."

50-75% burn reduction

with usage limits getting tighter every week this might be the most practical hack out there right now

[BuccoCapital Bloke @buccocapital]

Interestingly, investors are accelerating the death of seat-based software by destroying these stocks before the businesses even see any AI impact

The talent is leaving, destroying their ability to adapt to AI

Another downside to being a public business (and excessive SBC)

[Prajwal Tomar @PrajwalTomar_]

This Figma MCP update is honestly insane.

You can now use Claude Code to design directly in Figma with FULL context of your design system.

Claude knows your components, spacing, colors. Everything.

This is going to 10x how fast we ship UI.

[vittorio @IterIntellectus]

this is actually insane

> be tech guy in australia
> adopt cancer riddled rescue dog, months to live
> not_going_to_give_you_up.mp4
> pay $3,000 to sequence her tumor DNA
> feed it to ChatGPT and AlphaFold
> zero background in biology
> identify mutated proteins, match them to drug targets
> design a custom mRNA cancer vaccine from scratch
> genomics professor is “gobsmacked” that some puppy lover did this on his own
> need ethics approval to administer it
> red tape takes longer than designing the vaccine
> 3 months, finally approved
> drive 10 hours to get rosie her first injection
> tumor halves
> coat gets glossy again
> dog is alive and happy
> professor: “if we can do this for a dog, why aren’t we rolling this out to humans?”

one man with a chatbot, and $3,000 just outperformed the entire pharmaceutical discovery pipeline.

we are going to cure so many diseases.
I dont think people realize how good things are going to get

[Finbarr Taylor @finbarr]

https://t.co/KRlTbtnA8A

[Ayush Sood @ayushsood]

What are people using agents for? I texted 5 friends who are at OpenAI/Anthropic wondering if I was missing something - all of them said 🤷🏻‍♂️

Someone send me a link or a loom

[Nikunj Kothari @nikunj]

https://t.co/3mnuYn7jfP

[Ayush Sood @ayushsood]

@zarazhangrui Who? Everyone is still buying tools

If they have eng capacity they are working on their own product faster

I literally am not seeing this with a single company within my network of eng leaders

[Boxmining @boxmining]

Chinese engineers refactored openclaw in GO for hyper efficiency. Can run on your $10 dollar raspberry Pi instead of $399 Mac mini

[Joon Sung Park @joon_s_pk]

Introducing Simile.

Simulating human behavior is one of the most consequential and technically difficult problems of our time.

We raised $100M from Index, Hanabi, A* BCV, @karpathy @drfeifei @adamdangelo @rauchg @scottbelsky among others.

[Ayush Sood @ayushsood]

🚀🚀🚀 congrats on the launch!! An amazing product and a group of top notch people!

[Mihika Kapoor @mihikapoor]

Simile is out of stealth!

At Simile, we have built the first AI simulation of society, populated by agents based on real humans.

We are building a foundation model that predicts human behavior in any situation, and a product that deploys it at scale.

Thrilled to be on this mission.

[Simile @simile_ai]

https://t.co/eKKz1ewGex