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

And I just want, because I want to go and save a few hundred thousand dollars or a million dollars.

Like these systems are in the kind of core guts of these companies.

So that sort of is why a lot of the software that people say, oh, I vibe coded it in a week, that doesn't necessarily equate to, well, then like Ford is gonna go and replace their ERP system with that vibe coded thing.

Like, yes, you were able to stand up a prototype that was functional, but it's just like totally different from like running your enterprise that is held accountable to the SEC,

and a global supply chain on powering that.

So that's like why a lot of software won't go away in the same way people think.

But then the upside, which is much more exciting, is what happens when you have agents that are running around and they need to go do all this useful work in your enterprise?

Well, the useful work they're gonna do is gonna require access to data.

that's inside these systems.

And it's going to often require kind of guardrails that the agent is sort of participating in and ensuring that the agent just doesn't go off the rails and completely change out fundamental parts of your ERP data or your CRM data or kind of a core workflow.

So they need deterministic software that they are kind of participating in that have the right walls, the right data access, the right permissions, the right workflow design.

That's largely going to come from existing software.

simply because that's where the workflows have already been built out in most enterprises.

So there's a lot of actually ways to argue that there's more upside to certain software categories once agents can participate in those workflows, because you can just do now way more with that software.

So in our case, we actually see an increase in usage because agents are now roaming around accessing all of this data.

And you want them to access the same data that the user has access to, which means you want something that has like reliable permissions and access controls and whatnot.

So then it really just becomes a question of like, how do some of these incumbent software companies monetize that agentic upside?

And I think you're going to see, you know, mostly it's mostly like a consumption oriented model.

It'll be on this more of this headless approach.

But I think there's going to be a ton of usage of software as a result of the agent, you know, kind of adoption piece.

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