Andrew Lee: belief

Transcript context

…lorer dashboard to help us analyze how these pricing changes would affect our users. And it'll just make a thing and they'll be toggled and you can tweak thresholds and things. It works. It's amazing. And we said, man, that fear that we had a year ago about what would happen with e-mail, that's actually here. You could go into Taskit today and say, Give me an e-mail UI that works. And it will, and it'll work. And you can do your inbox in a UI inside Taskit. It's not as good as shortwave yet, but it's not going to be that long. So I think that the timeline of these things has actually been much faster than we expected. And it's clear that each area where we feel like there can be differentiation has fallen away. I'm looking forward and I see no reason why this isn't going to continue. This trend of basically the general purpose tool continuing. where we feel like there can be differentiation has fallen away. I'm looking forward and I see no reason why this isn't going to continue. This trend of basically the general purpose tool continuing. This is all driven by the fact that the model of general purpose. If all of the model, the best model is best in everything, which I think is increasingly true for economic reasons, essentially, I think the best harness is going to be intelligent at everything. There'll be some differences in ergonomics, but intelligent in everything. We basically need to assume that the number of these products that win is going to be relatively small. I don't think we're going to have many, many, many tools that all have AI embedded them. I think we're going to have a few very horizontal platforms. What we're trying to do, is be the AI agent platform that replaces your SaaS products for knowledge workers. Today, the way most knowledge workers work is they're switching between tabs or they're switching between apps in their dock. Sometimes they're using Word, and then sometimes they're using Notion, and then sometimes they're using Linear, and then sometimes they're using Gmail, and they're going from tab to tab to tab for different things. We think the entire world is going away. Instead, you're going to have one app that has a UI. It's going to be your AI agent. Hopefully, it's tasklet. If you want to access some data from one of these tools, you connect to it through API. If you want to do some interesting analysis, that analysis, rather than being done by some bespoke business logic in the tool, it's done via CodeJet. The agent generates the code and runs the analysis. If you want a UI, the agent generates the UI one-shot it with a prompt. It gives you the UI you need. We think it can cover basically all of your productivity software. In this world, I basically think there's going to be three types of companies left in the software world. There's going to be the horizontal platforms, of which I think there'll be a very few winners because people don't want to have to maintain context and connection across a bunch of platforms. They'll probably just have one for knowledge work and one for coding and maybe one for personal use, but not very many of these, right? So there'll be the horizontal platforms, which we're going to try to be one of those. They'll be headless companies. So give you an example, a Stripe, right? Like I still think you need to do payments. Payments is really complicated. Payments is really important. So probably get set off Stripe, but like you may not have the Stripe dashboard anymore. There may be no reason to ever go to the Stripe UI. It'll be really just an API tool. And then you're going to have solutions companies where the software is totally hidden. And they're selling you a product. So for example, I think you'll still have lawyers and real estate agents. They'll still exist. And they may use AI heavily, but you may not see that. They're going to sell you-- hey, we're going to help you sell a house or buy a house rather than selling you software. So yeah, I think it'll be those three. use AI heavily, but you may not see that. They're going to sell you-- hey, we're going to help you sell a house or buy a house rather than selling you software. So yeah, I think it'll be those three. It'll be horizontal platforms, which there'll be only a very small number of winners. They'll be headless products, and then they'll be solutions companies.…

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