Aaron Levie: How the Business Model of SaaS Changes Forever & Startups vs Incumbents:Who Wins?|E1155

Aaron Levie is one of the OG founders of the last two decades as the Co-Founder and CEO of Box. Today, Box does over $1BN in revenue with a market cap of $3.85BN, and has raised over $560 million from the likes of DFJ, Andreesen Horowitz, and Coatue.
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Timestamps:
(00:00) Intro
(00:57) The Transition to Cloud & The Next Wave of AI
(09:41) AI Agents
(20:16) The Evolution of Business Models in the AI Era
(25:36) The Current State of Enterprise Adoption of AI
(28:59) Embracing AI for Competition & Survival
(34:03) Democratizing Business Creation with AI
(41:13) The Significance of Cash Flow Management
(47:57) Quick-Fire Round
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In Today’s Episode with Aaron Levie We Discuss:
1. What You Need to Know Entering This AI Wave:
Why does Aaron think we are currently in a transformative window in AI?
What does Aaron think it takes to be successful in this next wave?
Which areas does Aaron think founders should be focusing on today? Where should they not?
2. AI Adoption: Business Model, Implementation, Regulation
How does Aaron think AI will change how we work & run a business?
What does Aaron think is the single biggest obstacle to AI adoption in large organizations?
Does Aaron agree with Sarah Tavel @ Benchmark AI companies will be selling work not tools?
How does Aaron think AI will change the SaaS business model?
Why is Aaron not as worried about AI regulation? What are his biggest concerns today?
3. The Next AI Breakthrough: AI Agents
Why does Aaron believe the next big breakthrough in AI will be agents?
How does Aaron think AI agents will change org structures?
How does Aaron think agents will differ from RPA? How will RPA companies benefit from AI?
What does Aaron think AI agents will look like in five years?
4. Startups vs Incumbents: Who Wins?
What is Aaron’s advice to startups today building against OpenAI?
Does Aaron think startups have more advantage in foundational models or the application layer?
What advantages do incumbents have? What are their biggest weaknesses?
Who does Aaron think are the biggest winners in AI today? Who is underperforming?
Why does Aaron think Apple isn’t losing the AI race?
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[@englishroadcapital]

Excited for this episode.

[@20VC]

Subscribe to the 20VC TH-cam channel for more great interviews: www.youtube.com/@20VC?sub_confirmation=1

[@AdeMolajo]

Pretty sure Duolingo was one of the launch partners with the original GPT4 model

[@goyaldev0911]

He can’t execute. All waffle

[@benmaxinm]

What is your rationale behind the statement?