20VC: Box's Aaron Levie on Predictions for the Next Wave of AI: Will Foundation Models Be Commoditised | How the Business Model of SaaS Changes Forever | Startups vs Incumbents: Who Wins | App vs Infrastructure Layer: Where is the Value?
Episode description
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.
In Today’s Episode with Aaron Levie We Discuss:
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What You Need to Know Entering This AI Wave:
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Why does Aaron think we are currently in a transformative window in AI?
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What does Aaron think it takes to be successful in this next wave?
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Which areas does Aaron think founders should be focusing on today? Where should they not?
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AI Adoption: Business Model, Implementation, Regulation.
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How does Aaron think AI will change how we work & run a business?
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What does Aaron think is the single biggest obstacle to AI adoption in large organizations?
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Does Aaron agree with Sarah Tavel @ Benchmark AI companies will be selling work not tools?
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How does Aaron think AI will change the SaaS business model?
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Why is Aaron not as worried about AI regulation? What are his biggest concerns today?
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The Next AI Breakthrough: AI Agents
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Why does Aaron believe the next big breakthrough in AI will be agents?
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How does Aaron think AI agents will change org structures?
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How does Aaron think agents will differ from RPA? How will RPA companies benefit from AI?
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What does Aaron think AI agents will look like in five years?
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Startups vs Incumbents: Who Wins?
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What is Aaron’s advice to startups today building against OpenAI?
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Does Aaron think startups have more advantage in foundational models or the application layer?
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What advantages do incumbents have? What are their biggest weaknesses?
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Who does Aaron think are the biggest winners in AI today? Who is underperforming?
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Why does Aaron think Apple isn’t losing the AI race?