Aaron Levie

speaker

197 appearances 1 recordings 1 series first heard Sep 2026 last heard yesterday

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 Sep 2026 with 1.

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TBPN · Amazon Ban Hammer, Seedance Strategy, Amazon Blocks Muse | Vinod Khosla, Augustus Doricko, Ben Hylak, Aaron Levie, Lucas Shaw · 21 Sep 2026 podcast

I don't know of a single company still being run the way that w it was run maybe, you know, eighteen months ago.

I mean everybody is is uh you know, running insanely fast uh in into the future.

And then I think we're we're you know, there there still will clearly be some parts of the market that don't capture as much of the value as they did previously.

And then there are gonna be some parts of the market that capture actually a ton more value than they did previously because of of what agents can do.

I mean, you look at at, you know, uh infrastructure providers as as an example, like the cloud flares of the world totally on fire.

Yep.

Uh because agents need sandboxes, they need compute, they need network, they need gateways, like like great business.

Um uh if you look at Databricks or Snowflake,

Uh agents need to be able to triage against large sets of data uh that are that that that that you need to be able to pull together in one kind of common system.

Uh so doing fantastically well.

Uh for us, we have reaccelerated growth uh far past our internal plans uh because it turns out that enterprises need core systems to be able to manage their unstructured data and agents need to be able to work with that unstructured data to

Make decisions or move information through a workflow, whether it's all of your contracts or your research materials or marketing assets or financial documents.

And again, like it might be easy in a personal productivity sense to be like, okay, well, I can just have that data in some cloud system or even on my local device.

Now imagine an enterprise with 10,000 employees.

Yeah.

How do you ensure that those agents continue to go after the actual canonical record?

The actual documents that are the real sources of truth and that are the authoritative versions of that data, that means you need platforms.

And we're obviously competing for how do you become the platform for all of this unstructured data.

But I think there's a lot of value being created really across the these ecosystems.

And I would say m right now, my my view would be it has unequivocally been a net positive for software.

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