"The Cognitive Revolution" | AI Builders, Researchers, and Live Player Analysis · 15 May 2026 · 93 min

Three Kinds of Software Survive: Tasklet's Andrew Lee on Competing to be a Horizontal Platform

Andrew Lee, CEO of Tasklet, details his company's complete rewrite of their agent stack, now emphasizing file system context, agentic search, and multi-resolution summarization for token efficiency. He discusses the strategic challenge of competing with Anthropic, their primary model supplier, due to token pricing disparities, which is driving Tasklet to become a horizontal platform supporting multiple frontier models. Lee also outlines his framework for the three types of software companies that will survive the AI transition: horizontal platforms, API-first companies, and solutions providers.

Listen on Hopper →