Andrew Lee

Andrew Lee × Erik Torenberg × Nathan Labenz

Tasklet is betting that agent-driven software consolidates into a few horizontal platforms, API-first infrastructure companies, and outcome-selling firms, with its wedge in persistent, governed corporate automation rather than exclusive model capability.Its six-month rewrite made a cache-aware file system the agent’s durable memory, while Anthropic’s subsidized Claude Max pricing leaves margins razor-thin and accelerates Tasklet’s shift toward model-neutral orchestration; Instant Apps could further pressure application-layer incumbents such as Salesforce.

Andrew Lee × Nathan Labenz

Tasklet is betting that model-led agents will eventually outperform deterministic workflows by routing around exceptions, evolving from recurring automations into persistent virtual employees with ad hoc capabilities.The opportunity is broad connectivity and long-lived context, but strongly margin-negative economics, expensive computer use, uncertain model selection and the need for permissions, auditability, compliance and insurance keep trust and cost curves in focus.

Erik Torenberg × Nathan Labenz × Andrew Lee

Shortwave’s January V3 turned email from a chatbot into delegated work by iterating through roughly 20 tool calls, retries, and reformulated searches.Anthropic prompt caching cuts repeated-context costs by about 90%, supporting margin-positive operations and demand concentrated in the highest-priced plan.Expansion toward Slack, LinkedIn, CRM, and project-management systems raises the strategic ceiling, while autonomy, prompt injection, and compute costs remain key execution risks.