Avsnitt
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Aaron Levie (Co-Founder & CEO of Box) has run Box through three platform shifts: cloud, mobile, and now AI. In this episode of Navigator, Paul sits down with him in Redwood City to talk about what's actually changing as agents take over knowledge work.
Aaron makes the case that most "AI problems" are actually context problems. Agents need access to the 90%+ of enterprise data that's unstructured, and giving them the right information in a tiny window of time and space is the real unsolved challenge. He also breaks down why there's a growing gap between model capability and real-world adoption, why the applied layer will stay valuable even as frontier models get more powerful, and why founders building today need to treat go-to-market as the new scarce resource now that building software is cheap.
Topics covered:
Why agents use data more like people do than computers ever did
The "model overhang": why capability is outpacing adoption
Why Silicon Valley will always move faster than the real economy, and why that's fine
How Box is rebuilding its own ops around agents internally
Headless SaaS, agent-native pricing, and what happens when agents outnumber humans 100 to 1
Why the applied layer wins even in a bitter lesson world
Aaron's advice for founders starting companies from scratch today
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