The Agent Era: Building Software Beyond Chat with Box CEO Aaron Levie

Bullish:

• $BOX - Box is well-positioned to benefit from the agent economy as agents love working with files and will need platforms that make it easy to access and manage data.

  • “The thing we get excited by is like every agent really loves working with files, so there'll probably be more files in the future than there was going to be before.”

    Aaron·33:04

  • “can we build a platform that like makes it really easy for agents to work with that data? You know, we're betting that that's actually a really optimistic outcome for our kind of business model.”

    Aaron·33:12
• $INFRA - Infrastructure companies are seeing massive growth as AI drives unprecedented software creation and compute consumption.

  • “I probably have a portfolio of two forty companies I work with. Some visibility to, let's say, into 50 of them. These are all infrastructure companies. Some historically have done well, some not so well. Every single one of them has gone asymptotic in the last six months.”

    Martin·45:28

  • “It just turns out there's so much more software being written now than ever has been before.”

    Martin·45:42

  • “with more software, with more agents, there's gonna be a lot more consumption of computer resources. So certainly in the case of the computer side of things, we're gonna see a mess.”

    Martin·45:56