Aaron Levie

speaker

468 appearances 1 recordings 1 series first heard Jul 2026 last heard 2 Jul

Aaron Levie’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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My First Million · I dropped out of college and built a $3.6B company from scratch · 2 Jul 2026 podcast

They made everything.

And they, I mean, we probably wouldn't exist without Sandisk.

So USB thumb drives were like one of the catalysts for, okay, we should just like move that to the cloud.

So if you just bought Sandisk stock, just because you were really into USB thumb drives, you would be doing fantastically well right now.

Have you seen any cool

I mean, way more than I've invested in.

But, you know, I think if you just looked at probably even our own tech stack over 20 years and you just bought the stocks of what our tech stack represented, like that portfolio alone would be, you know, you would have outperformed every index.

And that's actually, I mean, that's sort of generally a phenomenon right now in the Valley, which is you can kind of just see like, you can generally see like what are the engineers using

And that tells you quite a bit about the future.

Now, there could be some misreads in the signal there, but I would say within 90% accuracy, it's going to get you like most of the investment advice you need.

Yeah, it's interesting.

The funny thing is this data is basically out there for every investor.

And I do think that it's probably not leveraged enough.

But yeah, most of the best practices are just well-known by engineers very quickly.

It's easier to go from 100 billion to a trillion than 10 billion to 100 billion, I think.

You know, some of these things, though, are a little bit tough simply because we are in a, you know, we're in a pretty kind of feverish environment.

So it's always hard to like, how do you normalize for the particular multiples that we're seeing?

And is that like a sustainable investment strategy versus right now where we're in a moment where that is kind of working when you look at it backwards?

But yeah, that was definitely counterintuitive when I saw it.

You know, so much of the idea that jobs go away or that we do less, you know, has to come from a place of effectively a short just human creativity and ingenuity and the idea that there's sort of, we don't have an insatiable appetite for more new things.

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