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 months
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Recordings per month over the last 12 months — 2 in all, peaking in May 2026 with 1.

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So that there'll be the horizontal platforms, which we're gonna try to be one of those.
There'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 this is off Stripe, but like you may not have the Stripe dashboard anymore.
There may be no reason to ever go to the Stripe UI.
Um, it'll be really just an API tool.
Um and then
You're gonna have solutions companies where that where the software is totally hidden and they're selling you a product.
So for example, I think you'll still have like lawyers and real estate agents, they'll still exist.
And then you may use AI heavily, but like you may not see that, right?
They're they're gonna sell you, you know, hey, we're gonna 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 like horizontal platforms, which there'll be only a very small number of winners, there'll be headless products, and then the
LB solutions companies.
I think I think Salesforce is in real trouble.
I think a huge amount of the code that they have built up over the years is probably obsolete.
I think the value of being a system of record in a world where you have agents goes down a lot because like moving data around between systems suddenly gets a lot easier.
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