Aaron Levie

speaker

876 appearances 1 recordings 1 series first heard Apr 2025 last heard Apr 2025

Aaron Levie’s voice in public audio — every appearance, attributed to the second.

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The MAD Podcast with Matt Turck · Box’s Big AI Leap: Aaron Levie on Agents & the Future of Work · 17 Apr 2025 podcast

Uh, but that's a that's a idiosyncratic to us.

Uh we sell to enterprises.

Um, we're we're at a stable part of the kind of growth curve where you know it's not like we're either gonna grow 50% or 17% next year.

Like we kind of have bands of predictability, which means that when you have predictability, you can kind of know what your cost structure should be.

You you sort of know how to

Guide to Wall Street.

Um, so for those reasons, that let's say those are neutral to positive dimensions.

You know, there's this one element, which is okay, you're kind of pivoting the business in real time while being public.

I think that um it depends on how costly the pivot is and how much upside versus downside is there in the near term.

Those are the those are the times where where you know pivots become very challenging as a public company.

I think at the case of AI,

Why it's it's sort of uh somewhat costly for us in the sense of of we have to put a lot of engineers on this problem.

Um it's not so costly from a compute standpoint because we've we've sort of you know been able to price our software in a way that that can kind of support uh the actual compute and of of the AI workload.

So it's costly from RD.

There's some change, there's some heavy change management internally to execute on the opportunity.

So that that's sort of but that would happen whether you're public or private.

So that's not really that different.

Um and then I think uh for us, our business model is probably if anything enhanced because of AI, because now the user.

Use cases we can solve for customers are more significant.

We can actually increase the market opportunity that we're going after.

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