Aaron Levie

These companies are all being completely pivoted to being AI-first platforms.

So the good news for an existing large enterprise who is using one of these vendors is

your vendors are 100% motivated to becoming as AI-centric as possible and ensuring that behind the scenes, they're making their data models, you know, improved.

They're making their architectures improved to be able to support AI agents.

And just in the past, just to give you an example, just in the past month and a half,

or two months, we've announced agent interoperability with Salesforce, with ServiceNow, with Google.

We just announced something with Microsoft.

And so the good news is everybody has gotten the bug.

Every platform is going to be an agent-first kind of software platform.

So that's existing software.

The neat thing, though, is AI is also offering the ability to have new categories emerge very regularly that are not just CRM or ERP or ITSM.

These are categories of software where it's kind of quasi-professional services.

It's a new sort of category of digital experiences where you say, now I want software...

to translate my marketing asset into 20 languages.

Or I want software to obviously, you know, be an AI agent for developing code.

These are going to come from new companies, by and large.

There might be incumbents that try and insert themselves into that space, but these are going to be lots of new startups.

So those will be areas where you can kind of reinvent the process fundamentally.

But I'm bullish and optimistic on how the incumbent companies sort of work through this.

I know that that might come as bad news for some disruptor startups.