Dev Sharma

Cofounder @youdistro, building your team’s creative partner. Posts about AI and industry insights. 1x exit, ex- @Microsoft.

[Dev Sharma @devsharma_8]

Marketers live in Slack. Their creative tools don't.

@youdistro just moved in. Your creative partner that ships real content, not AI slop, from inside Slack.

> Product update drops in your engineering channel? Ask Distro to turn it into a launch post.

> Customer win hits the sales channel? Tag Distro in the thread. It becomes a LinkedIn post before the call ends.

> Want to understand how launch went? Point it at your analytics tool, docs and your Slack. It reads all, and gives you a report.

> Got a content brief? DM it. Get a full draft, in your voice, revised on feedback, without leaving where you work.

One creative partner.
Every channel.
No context-switch.

[Dev Sharma @devsharma_8]

“It’s so over” is literally a California Export.

[Sheel Mohnot @pitdesi]

SF was over if not for OpenAI and Anthropic!

Before that, it was over if not for Stripe, Uber, Airbnb, Twitter, Salesforce, Visa, Gap... and if you go back a bir further - Levi's, Bank of California, Spreckels Sugar, Wells Fargo, Union Iron Works, Southern Pacific :)

The city gets “saved” by the next boom every time. After the gold rush, there was silver, railroads, shipping, banks, sugar, utilities, Pacific trade, defense, semis, PCs, biotech, enterprise software, the internet, social, mobile, SaaS, fintech, crypto, and AI.

I think that's just how it goes in this town.

[Dev Sharma @devsharma_8]

Generational wealth in a 3 mile stretch in one city. Absolutely crazy

[Nikunj Kothari @nikunj]

All you had to do to make life changing wealth was to invest in ~every public company along the 237

[Dev Sharma @devsharma_8]

We're ~ 6 months ahead of the timeline.

[Lisan al Gaib @scaling01]

the permanent underclass is already here, but you just haven't noticed it

here's what it looks like:
- frontier labs keep their best models to themselves for 1-3 months to make sure it's safe
- then they sell the tokens to the US government and trillion dollar companies
- after that allied countries get access
- and only then do the poors get access to it after half a year of waiting. meanwhile they are already on Mythos 2 that is exponentially better

[Dev Sharma @devsharma_8]

Anthropic gets the official Mandate of Heaven

[Dev Sharma @devsharma_8]

I'd listen. I think you're interesting and few people share honestly, what their hear from both founders and LPs in tech.

Also could serve as a platform for your portcos to share their vision to your network, benefit for founders to choose you. Always on presence and validation for LPs

[Dev Sharma @devsharma_8]

Learn how Claude can grow not just code lol.

[Dev Sharma @devsharma_8]

Did Claude get plugins to make burgers?

[Polymarket @Polymarket]

NEW: Shake Shack stock crashes -24%.

[Dev Sharma @devsharma_8]

Only one of them managed their capex well with cash flow.

[TrendSpider @TrendSpider]

$AMZN Double Beat, -1.55% 🟥
$MSFT Double Beat, -1.73% 🟥
$GOOG Double Beat, +3.89% 🟩
$META Double Beat, -5.57% 🟥

Just brutal 🩸

[Dev Sharma @devsharma_8]

$700 Billion. The world’s largest private investment. 4 companies are spending just this year to build out AI.

To compare, the apollo space program spent ~$280 Billion over a decade to put the man on the moon. We’re spending 2.5x each year on AI.

Why? How does a public company justify it? 2 things. Backlog and future projections.

1. Backlog is over a trillion for just MSFT and Google. MSFT’s backlog alone is worth 7x AWS revenue. That’s money waiting to get paid, blocked by not having enough compute.

2. All of these companies expect this growth to accelerate, not just grow, accelerate. That means more AI across every industry. Every single person will manage their own fleet of agents in the next year.

This is the biggest value creation we’ve ever seen in the history. What a time to be alive and building.

[Dev Sharma @devsharma_8]

@olvrgln Congrats! Great product

[Dev Sharma @devsharma_8]

It’s a bird. It’s a plane. No, it’s shareholder value creation.

[Dev Sharma @devsharma_8]

@ArmanHezarkhani @businessbarista @tenex_labs Please let this become a poster on the wall when I next visit @tenex_labs office?

[Dev Sharma @devsharma_8]

Best answer I’ve seen about moats today.

[Anjney Midha @AnjneyMidha]

@geren8te there are no moats. only unfair advantages. figure out yours, execute against them, rinse and repeat. be paranoid. watch your back. keep serving your customer with ruthless determination. be rigid on your mission but flexible on everything else. value will follow

[Dev Sharma @devsharma_8]

This is genuinely cool, keeps me using the Codex app all the time. With computer use and GPT 5.5 first time I am switching from Claude Code.

Really seems like the team uses the product a lot, has great taste.

RIP Whisperflow

[Guinness Chen @guinnesschen]

You can now use your ChatGPT subscription to dictate anywhere on your desktop now! Have fun!

[Dev Sharma @devsharma_8]

@sur4js Do you think it’s because our distribution channels for consumer are owned by 3 companies ?

It’s incredibly hard to get to scale before these players cut off your oxygen, acquire or compete with you as one starts to get meaningful traction.

[Dev Sharma @devsharma_8]

Did @AnthropicAI add $11 Billion ARR in a month?

Absolutely crazy, they've added $21 Billion <3 months.
First time surpassing OpenAI.

Claude supremacy.

[Dev Sharma @devsharma_8]

@businessbarista Agent = Harness + Model.

Harness is what builds the agent. Gives it the core definition of what is the task, what good looks like, how and what context to gather and how to check and present it's work.

Harness is the product that models power.

[Dev Sharma @devsharma_8]

Onboard within minutes, for free.
https://t.co/rhxO1od2A0

[Dev Sharma @devsharma_8]

Marketers live in Slack. Their creative tools don't.

@youdistro just moved in. Your creative partner that ships real content, not AI slop, from inside Slack.

> Product update drops in your engineering channel? Ask Distro to turn it into a launch post.

> Customer win hits the sales channel? Tag Distro in the thread. It becomes a LinkedIn post before the call ends.

> Want to understand how launch went? Point it at your analytics tool, docs and your Slack. It reads all, and gives you a report.

> Got a content brief? DM it. Get a full draft, in your voice, revised on feedback, without leaving where you work.

One creative partner.
Every channel.
No context-switch.