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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Appearances
We can get into kind of the implications of that.
But like we think the TAM of our category goes up because of AI.
And the business model doesn't get like severely uh disrupted in the sense of we used to be selling seats and now all of a sudden something totally different.
It's seats and then something in addition to that.
So if you contrast.
That, let's say, to maybe blockbuster, uh, right, going through, like if you were to say, you know, you go back 20 years and say, Blockbuster, would you like to be a public company or a private company while competing with Netflix?
You'd say private, because what you do, you have to take down the business model of the late fees.
You you sort of have to like, you know, guide Wall Street in a very different way.
And then you have to be like, we're gonna have a different business model.
It's gonna be worse on some dimensions, it's gonna be better on others, we're not gonna have as much kind of capital expenditure.
On real estate and the model is different, but we're gonna take some hits.
Those are the the times where it's easier to be private during the pivot.
But for a lot of, especially enterprise software in particular, uh, it's mostly upside.
And um, and I think most companies are kind of navigating this well.
You know, Google's an interesting one as an example.
SUNAR is doing an incredible job, but you can kind of feel for the challenge that he has, because if all of a sudden search dramatically changes to AI.
Chat and the ad model is different, at least in enough ways that that change the monetization, he's got to kind of navigate that, you know, in a with with you know hundreds of billions in revenue.
So, so you know, that that's actually maybe a harder challenge than the average kind of you know software company that's that just sees this as kind of pure upside.
At least in their case, they've got these really new, uh interesting new revenue streams, AI workloads with compute, the
TPUs, um and that gives them some upside in the process as well.
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