Aaron Levie

If I told you in 2010, there's an IDE company that's a fork of VS Code.

That's going to get to 300 million in revenue in two years.

You would be like, none of the words would, you'd be like checking.

That wouldn't make any sense.

Yeah.

Which word did I miss here?

Like, yeah, like it doesn't make any sense.

Like even at like $20 a user for an IDE, like how many people could there even be?

But it's because agents have an unbounded amount of utilization that they can go in and drive.

And so I don't think it disrupts the seat model.

It expands on top of the seat model of software.

Yeah, I'm going to go with the latter.

I think you can outrun it with just the efficiency gains of the models.

Here's a fun example.

We just upgraded one of our default kind of use case models from 4.0 to 4.1.

And we saw about a 15-point improvement basically overnight because all we had to do was switch the model, maybe tune the prompt a little bit.

15-point improvement in basically favorability score of answers.

You know, I'm going to make up the numbers, but we went from like mid-70s PDFs to 90, you know, kind of more or less on PDF.

So asking a question, getting a summary, kind of adding expertise.

And so basically in less than a couple quarters...