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

We what we were always brainstorming is like, how do you compete with Party City?

Like, OK, so like they've got this one complex thing because they have, you know, physical infrastructure, which means they have a high retail, you know, kind of cost.

So it's hard for them to go as full kind of digital.

And so there was a lot of classic incumbent dilemmas.

I think every two-person startups that are selling physical things in the real world run into the exact same market factors that a software business with VC run into.

Just because of my tolerance for pain, I would probably end up somewhere right in the center of the AI craziness, just because I'd have to give it a shot.

Nothing has changed sadly in the past couple weeks, but my stack is not surprising.

It's like every tab is one of, or every app icon is one of codecs, cursor, perplexity.

Claude, Figma, I have everything.

And perplexity is if you want cloud-based computer use that's going to really go to the website and read each line of text, I'll click off to perplexity computer.

If you're just doing basic research, you have a number of options.

If you're building a prototype website, I play with a few different tools.

So nothing surprising on that front.

Well, I'm very nervous about any investment advice on this topic simply because you're at the mercy of many other factors of like, is it, you know, chip trade week, which just means software goes down no matter what.

And so, like, you know, I say I'll make, you know, separate investment advice because I don't know what the right kind of multiples are at any given moment for this stuff.

I would just say...

people probably for the first time ever started tweeting things like system of record, you know, nine months ago or whatever.

But if you kind of take out any of the temporary zeitgeist nature of any of that, and you just like go back to the core of like literally system of record software, these systems are used as like the authoritative place where your accounting data goes or your customer data goes, or in our case, your contracts and financial documents go.

So these are not the things that like,

are high on the list of, I'm going to go and just like try and build a totally alternative different system for, and I want to build it myself.

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