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 we didn't really have that in the on prem world.
Yeah.
And so like SIBL already had three CEOs later, and PeopleSoft already had multiple CEOs later.
So it was a different leadership structure in these organizations.
So it's a different thing.
A lot of time you still have the founder around, they're poking around, they're really into AI.
So there can be a more natural pivot of the company from the leadership standpoint.
Yep,
So a bunch of different factors.
Now.
To the benefit of startups.
Which is why I can hold both of these in my head, which is I'm very bullish on the SAS incumbent being the natural place for that AI agent relative to that category.
I just think we have this incredible expansion of categories for the first time that we haven't seen in probably 15 years.
So the SaaS one dot wave actually expanded the software universe where we had these new categories of software that we didn't expect before.
Like nobody would have predicted the confluence and the snowflakes in the pre-on-prem days.
We didn't have all of these different cuts of how do you work with data?
How do you do this workflow?
Like lines of business didn't have 15 different
Applications they got to use.
Post SAS they did.
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