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Box

43 facts from 8 episodes, in date order. These are what speakers said on the shows, each linked to the moment it was said. They aren't independently verified.

2000s

Levie says many banks, pharmaceutical firms and governments initially wanted on-premises software rather than a cloud version.

“there were a lot of enterprises, especially in banks, pharma companies, governments, that didn't want to have a cloud version of technology.”

Aaron Levie · How SaaS can survive the AI revolution, with Aaron Levie, 0:10:24

2016

Levie says Box tried a similar AI question-answering project about six years before ChatGPT but it could not work without very large models.

“like six years prior, we actually had a project to attempt that. It just was never gonna work because until you had, like, 200, 300 billion parameter model”

Aaron Levie · How SaaS can survive the AI revolution, with Aaron Levie, 0:22:07

2020s

Levie says Box offers agents that go through customers' contracts, invoices and other documents and extract structured data from them.

“give us your contracts, your invoices, your healthcare documents, your research files. And we have agents that go through all of that data and extract all of the structured data from that.”

Aaron Levie · How SaaS can survive the AI revolution, with Aaron Levie, 0:23:53

2020s

Levie expects Box to charge a predictable per-user price of roughly $10 to $30 a month, with agent usage priced on top.

“There's gonna be seats for the user that will be a predictable price point, $10 a month, $20 a month, $30 a month, whatever the plan is that you're on.”

Aaron Levie · How SaaS can survive the AI revolution, with Aaron Levie, 0:25:30

2020s

Levie says Box is comfortable with customers using agents in ChatGPT or Harvey to work on data stored in Box.

“If you never logged into Box, but you used an agent to interact with that data inside of ChatGPT or Harvey or somewhere else, we're totally comfortable.”

Aaron Levie · How SaaS can survive the AI revolution, with Aaron Levie, 0:27:44

2020s

Levie says Box would spend about 5% of an engineer's salary on AI because it could make the engineer two to three times more productive.

“would we be fine to spend 5% of an engineer's salary on the equivalent of AI? Absolutely, because it's gonna make that engineer two times more productive, three times more productive.”

Aaron Levie · How SaaS can survive the AI revolution, with Aaron Levie, 0:33:16

2020s

Levie says Box, Salesforce, ServiceNow and Workday are incumbents that could pivot successfully to agents in their existing categories.

“We're betting that we'll be one of those, and Salesforce is one, and ServiceNow is one, and Workday will be one for the its existing categories.”

Aaron Levie · How SaaS can survive the AI revolution, with Aaron Levie, 0:39:53

2025

Aaron Levie estimates that about 80% of his customer AI conversations concerned work the companies did not do before AI.

“The vast majority, you know, 80%, I'm guessing, the bulk of the time of AI use case kind of, you know, conversation was spent on things that the company didn't do before AI.”

Aaron Levie · The enterprise AI revolution is underway, with Box’s Aaron Levie, 0:11:24

2026

Aaron Levie says Box tested Fable against Opus 4.8 on a project and that Fable did something Opus 4.8 could not.

“We we had a project just yesterday where we tested Fable versus Opus 4.8. And you'd you'd think, like, okay, these are should be on the same exact trajectory of of progress.”

Aaron Levie · Aaron Levie, Box CEO: Advice for CIOs on AI Agents, 0:16:37

Undated

Aaron Levie says that at Box, being AI first means using AI to speed up customer outcomes, decision making and feature building.

“So for us, AI first means that we want to use AI as a means of driving an acceleration of the customer outcome, an acceleration of decision making, an acceleration of building new features.”

Aaron Levie · The enterprise AI revolution is underway, with Box’s Aaron Levie, 0:16:19

Undated

Aaron Levie, who has worked in tech for twenty years since the start of the cloud, says AI is moving at least five to ten times faster than any earlier wave he has seen.

“Having done this now for twenty years, uh, starting right at the at the start of the cloud, seeing the iPhone, seeing the iPad, this is absolutely the fastest I've ever seen tech move by at least five to ten x.”

Aaron Levie · The enterprise AI revolution is underway, with Box’s Aaron Levie, 0:22:58

Undated

Todd Bishop says Box CEO Aaron Levy told him that AI has expanded what the company can attempt, so Levy puts in more time and energy rather than less.

“the horizons have just been expanded so much for him, for the company. There's so much more that can be done now with AI,”

Todd Bishop · Creating More, Not Less, With AI: GeekWire’s Todd Bishop, 0:05:48

Undated

Aaron Levie says forward-deployed engineers could come from vendors such as Box, Salesforce or Palantir, from systems integrators, or from new consulting firms.

“that Ford deployed engineer could come from a vendor like a Box or a Salesforce, or, um, or a Palantir, or it could come from a systems integrator or maybe a new consulting firm.”

Aaron Levie · Aaron Levie, Box CEO: Advice for CIOs on AI Agents, 0:20:04

Undated

Box CEO Aaron Levy told CXOTalk that venture capital has been subsidizing token use and that this is ending.

“he pointed out that we've been in this time when VCs have been effectively subsidizing our token use, and those days are coming to a close.”

Michael Krigsman · The CIO Agenda for AI (with IBM Consulting), 0:13:13

Undated

Michael Krigsman says Aaron Levy, CEO of Box, said he can predict AI success from a company's technology stack.

“We recently had Aaron Levy, the CEO of Box, as a guest on CXOTalk, and he made the comment that he can predict AI success based on your technology stack.”

Michael Krigsman · Why Your Enterprise AI Pilot Won't Scale (with Nate B. Jones), 0:31:24

Episodes