Aaron Levie
speaker
937 appearances
2 recordings
1 series
first heard Jul 2025
last heard 5 Sep
Aaron Levie’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Sep 2026 with 1.
Appearances
And so all of a sudden, for a lot of SaaS providers, this looks like a TAM expansion.
Because now, for the first time ever, I can actually deploy my software for use cases.
Where the customer didn't have users on the other end before to do those things.
So I think you have a lot of TAM expansion.
Now, the good news for startups.
With one caveat, which
Yeah.
So business model will shift for some of the use cases because even if you look at the cursors, replets, windsurfs of the world, there does seem to be this baseline seat price.
And then your consumption usage thing is sort of this address.
And so SAS providers are kind of well structured to be able to have that kind of dynamic.
If it was a hundred percent usage and the user seat goes away, I do agree then you have this then you have a little bit of a business model crisis.
Oh, so you think
Oh so you
Well, until the human literally is not a seat on the system, I think you don't remove the end user license as a component.
Okay.
But again, that could be like the much bigger disruption.
Yeah.
Just to fully lay out the market dynamics.
I think SaaS incumbents, especially you you have a couple other idiosyncrasies right now versus the on prem days.
Another idiosyncrasy is that I would say like on the margin, you tend to have founders still leading the SaaS companies.
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