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

Joined December 2010
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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.
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What's the most thought provoking question an AI has ever asked you? Welcome to the world Fable. Thanks @AnthropicAI
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First models to get trained and served on the latest GB300 Generation. Incredible step up in performance from Fable 5.
I got to test Fable 5 for the last week across a range of use cases. Quick reactions: 1) This model breaks the truism that AI is like your "overzealous, forgetful intern." It's smart, very very smart. 2) I wanted to push the model really freakin hard, so I had it rebuild two complex pieces of software (one for content, one for recruiting) that I use frequently. I've generally been anti-saaspocalypse, but given how close Fable got to one-shotting these tools, it was a very eye-opening experience. 3) Everyone who tested on my team said this was the biggest step function change in model capabilities since sonnet 3 -> 3.5, o1, and GPT 4.5 -> 5. 4) One of our engineers just kept saying "this has big model smell" over and over.
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Working on this. Stay tuned 👀
The numbers may be a bit extreme here, but unquestionably use-cases have to stratify in the next year or two between model families. We’ll see a split between frontier intelligence for high end tasks and work, and much cheaper models for high volume workloads that can sufficiently be peeled off to cheaper models. Frontier will still be far bigger than today because the use-cases will demand it, but the low-end will get quite a bit larger as well. The big update here is that the layer that can efficiently route the workload to the right model will then become increasingly valuable since that becomes one of the new hard problems in AI agents. Agent orchestration that can cost optimize while still performing the task successfully will be in a strong position.
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“It’s so over” is literally a California Export.
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.
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Generational wealth in a 3 mile stretch in one city. Absolutely crazy
All you had to do to make life changing wealth was to invest in ~every public company along the 237
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We're ~ 6 months ahead of the timeline.
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
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Anthropic gets the official Mandate of Heaven
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Learn how Claude can grow not just code lol.
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Did Claude get plugins to make burgers?
NEW: Shake Shack stock crashes -24%.
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Only one of them managed their capex well with cash flow.
$AMZN Double Beat, -1.55% 🟥 $MSFT Double Beat, -1.73% 🟥 $GOOG Double Beat, 3.89% 🟩 $META Double Beat, -5.57% 🟥 Just brutal 🩸
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$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.
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It’s a bird. It’s a plane. No, it’s shareholder value creation.
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Best answer I’ve seen about moats today.
Replying to @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
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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
You can now use your ChatGPT subscription to dictate anywhere on your desktop now! Have fun!
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Did @AnthropicAI add $11 Billion ARR in a month? Absolutely crazy, they've added $21 Billion <3 months. First time surpassing OpenAI. Claude supremacy.
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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.
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Total Victory. Insane to grow $8B?? In a month?
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