Aaron Levie

We've never had, there's never slash rarely been a technology that you could sell into an enterprise where you weren't capped by that company's corporate IT budget.

We've never had, there's never slash rarely been a technology that you could sell into an enterprise where you weren't capped by that company's corporate IT budget.

And so now for the first time ever, you have a technology where you can go into the line of business and you can say, I can now offer you a new tool in the form of an agent that

And so now for the first time ever, you have a technology where you can go into the line of business and you can say, I can now offer you a new tool in the form of an agent that

that will augment a workflow that will make you 50% or 100% more productive.

that will augment a workflow that will make you 50% or 100% more productive.

And so maybe I should be able to get 5% of your OPEX budget this year to go and do that.

And so maybe I should be able to get 5% of your OPEX budget this year to go and do that.

That is a new budget to tap into.

That is a new budget to tap into.

And I don't think it like 10Xs the size of IT spend or technology spend globally, but it certainly doubles it.

And I don't think it like 10Xs the size of IT spend or technology spend globally, but it certainly doubles it.

It's very possible I should be more sensitive to that, but I would take the opposite side of that particular wager at the moment, partly because I already saw one diffusion cycle with cloud and actually how long that ended up taking.

It's very possible I should be more sensitive to that, but I would take the opposite side of that particular wager at the moment, partly because I already saw one diffusion cycle with cloud and actually how long that ended up taking.

And the kind of spiky early nature, you would have just been like, oh my God, this is on fire.

And the kind of spiky early nature, you would have just been like, oh my God, this is on fire.

And how could this last?

And how could this last?

And 20 years later, it lasted and got way bigger than we ever realized.

And 20 years later, it lasted and got way bigger than we ever realized.