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
So for startups in the AI world, the equivalent of that is I think there's a lot of categories now where there is no actually software incumbent in that category, where AI agents all of a sudden let you go build software for that category.
Legal, healthcare, education, and so on.
I absolutely think so.
I think if we did a snapshot ten years ago of the size of the contract management market or the legal document market, it's like sub two billion.
I'm making up the numbers.
Yeah, yeah, yeah.
It could be plus or minus a billion.
Yep,
Would you agree that in five years from now the AI agent related spend on legal services should be in the many many billions to double digit billions?
Absolutely.
Okay.
So all of a sudden there's like not these natural incumbents that we're like, oh, we captured all that market.
AI agents all of a sudden expand the size of the software related spend in that space.
So I can underwrite that for healthcare, legal consulting services.
I think there's entire areas of financial services.
Like we always think, Oh, finance has been wired up for so many years.
No.
Banking, consumer banking has been wired up, trading has been wired up, investment banking never went digital, wealth management never went digital.
Like these were not categories where you ever had like major software platforms to help these entire categories of the economy.
And the reason it was because the work was unstructured, it's very ad hoc, very dynamic, lots of unstructured data as opposed to stuff that goes into databases.
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