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 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

Then you have to decide, is that a technology that, for whatever reason, is like a sustaining technology that the incumbent is going to be classically good at?

Or is it like so hard for them to figure out that they're not?

And then that tells you things like Google is gonna obviously get really good at AI and they're not gonna let the consumer market just disappear because it's actually an attractive business model.

There's nothing about having an AI answer from the Google experience that would be bad for monetization.

And so everybody that wrote Google off three years ago, it's very obvious that Google wants to go do this one fully.

Conversely, there's a lot of business models where like over the years we saw like there were a lot of incumbents that didn't want to move infrastructure to the cloud because if they moved it to the cloud, instead of having like 10,000 customers, they would only have like three or four customers.

And that was a totally different business model for certain software providers or certain infrastructure providers.

And so you could kind of see who is going to be under pressure as the cloud grew.

So I just use these frameworks because they kind of help you predict again, like how is an incumbent going to respond?

Are they going to respond in like a way that is sort of like closed?

Are they going to respond with the right set of kind of mechanisms?

And that just happens all the time.

AI generally is kind of playing out

with not that different of response mechanisms from the incumbents that you would also, again, kind of expect.

Like, who's going to go and kind of enter each market?

How are they going to compete, et cetera?

I definitely do nerd out, but only if it like crosses my universe.

So I had a friend actually that had an online balloon website and he was selling kind of balloons to some wholesale, some consumer.

And that was really fun because we could go and brainstorm like, how would you do a consumer or wholesale kind of like party supplies business at scale?

And so, yeah, I mean, it's like I don't find myself being able to as much, but like it is always fun to get your arms around.

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