Andrew Lee
speaker
2,833 appearances
3 recordings
1 series
first heard Mar 2025
last heard 15 May
Andrew Lee’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in May 2026 with 1.
Appearances
And that's a pretty different thing to optimize for than like a coding session.
Like the types of, you know, the the way Claude codes are like resets content.
Like makes total sense in a coding environment.
It doesn't really make sense in a in a world where it's like processing all your emails.
So that's how I see us differentiating.
The other note, a couple notes I want to make here on differentiation is one, the market is just freaking huge.
So if you look at coding agents, and you might say like, oh, clearly Claude Code and Codex have won, but like cursor is gonna sell for like $60.
billion dollars.
And even, you know, even the the fourth and fifth and sixth, you know, like, you know, uh cognition's doing just fine, factory's doing just fine, like even Windsurf that like, you know, had to sell it was like pretty good exit.
So, you know, if we end up you know, I'd love to be the the the number one here, but if we end up being like number four or five or six, like they could still be a very, very significant exit.
And then the last thing I want to note
Is and I think this is probably the most important point.
When we go and pitch a business, what we're trying to help them do is deploy AI for real inside their company to like automate stuff.
And those like typical companies, they don't want to have to spend all their time researching AI models and like placing bets on which lab is going to win.
They want to choose a platform.
That's going to serve them well and they want to benefit from everybody's improvements over time.
And so we can go in there and say, hey, a bet on us is not a bet on anthropic or open AI or anywhere else.
A bet on us and a bet on everybody, we're going to give you, you know, anthropic models and open AI models and Google's and all Google and all the open source models.
And then we will be a neutral arbiter of what you use.
And so if you know, to the extent that we can build features to help you choose the right model for the job, but like,
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