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

But again, hard to then say like, okay, so what should you buy or sell based on that?

Everybody has to kind of go and do the work and sort of try and make a judgment call of like what software will get used more because of agents, which is what software gets used less in the future because of that.

Yeah.

I think the, for good reason, like we tend to have a, you know, kind of a simplistic binary approach, but like you look at vibe coding and you say, well, vibe coding must then replace the, you know, the software that we already use.

And probably the real answer is no, it'll probably just be built on top of the software that we already use.

And so it'll be the IT person going and customize their workflow even further, but on a data stack that they trust is reliable and you're going to work very effectively.

It's kind of interesting, the signal that you see.

So Anthropic's biggest announcement other than Fable in like the past month is this thing called Claude Tag, where you work with a Claude kind of colleague in a shared way.

Well, guess what system they launched in?

Slack.

Why do they do that?

Because the users are already in Slack and Slack has the right effectively permission boundaries to be able to have a shared collaborative agent that you would work with.

Why is Cloud Tag so powerful?

It's because it accesses your software systems that you can give it access to data.

So Box is one of those data sources as an example.

So instead of it sort of being like, well, Claude wins, so SaaS loses, you actually can be like, oh no, actually this is this intelligence substrate.

It offers some set of kind of very useful use cases, but then it's probably gonna also exist within deterministic software that also has a bunch of use cases that kind of create value.

So I think once you kind of move on from the zero sum nature of like, okay,

I'm going to go prompt my way into software every single day to, no, I'm going to like have some software that is always there that is reliable and deterministic.

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