Andrew Lee: evaluation

Transcript context

…So you mentioned having signed a deal with OpenAI. I'm sure the precise details of that are under an NDA or whatever. But one thing I'm kind of interested in watching is like a point of apparent divergence is the way they are positioning themselves with respect to products like Tasklet and also open source toolkits like OpenClaw, where OpenAI seems to be really leaning into, you can use your core OpenAI account in these other contexts. So I guess, what is that going to look like and how is that going to complicate life for you? I mean, for one thing, If I can log in with OpenAI and bring my own tokens, that totally changes your pricing model, right? Because now you've got a sort of more like a traditional SaaS type of business where the intelligence cogs are not flowing through you. I don't know exactly where they are on that, though. I know that they allow me to do it with OpenClaw. I haven't seen too many other things around the web. I've honestly expected it to come sooner. I think maybe they were just compute constrained enough that they didn't prioritize it, but I've learned that like compute constrained is like a good answer for anything. Sometimes it's real, maybe sometimes it's not, but it certainly it passes muster as an answer. So, you know, should we expect a future where I come to Task Club and I can just like connect my OpenAI account, bring my tokens, and how will that change the, you know, how will that complicate or change what you're doing? Yeah, I, it's a good question. Obviously anthropic has decided to go the exact opposite direction of that. And you know I'm glad we weren't in that situation as they were like cutting off people's API access. I don't know. I guess we want to see how this plays out and if this is something that is popular and we feel like OpenAI is going to do for a long time. It totally makes sense for us to integrate and let people use their tokens. I do think we provide a lot more value than just being a token reseller. I don't think it's necessarily a threat, but it could be a nice onboarding experience for folks. from a competitive position, like, you know, is there concern here that like OpenAI isn't going to like own the user relationship and, you know, if they already have an OpenAI account, why do they have an account with us? I think we are maybe a little more concerned now than we used to be. So up until They killed off Sora. I don't know if you remember the big leak around Sora. The impression that we had gotten was they were very focused on their models. They were very focused on consumer, but they weren't really very focused on business productivity. And you can see that with, in my opinion, with AgentKit, when they came out with it last fall, it didn't really feel like they were bringing their A game. And we thought, Great, we're competing hard with Anthropic, but OpenAI, they're focused on consumer models, and we can kind of run with it for a while on this front. And when they killed off Sora and they had that leak around like, Hey, we're going after business productivity. The scenario that we were worried about or are worried about a bit is basically what happened with Codex, where Codex went from an also-ran to arguably the best coding agent in a relatively short amount of time. If they've brought their A-players over to focus on this stuff, and it seems like a very potentially competitive area, they might start to compete with us in a real big way. That said, we have seen none of this so far. I have yet to talk to a customer who's like, I left Tasklet to go use OpenAI products. um so we'll see if that actually shows up but uh it could. Yeah the whole there's so many strange alliances and kind of um strange bedfellows and you know cooperatition all.…

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