The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

20VC: Box's Aaron Levie on Predictions for the Next Wave of AI: Will Foundation Models Be Commoditised | How the Business Model of SaaS Changes Forever | Startups vs Incumbents: Who Wins | App vs Infrastructure Layer: Where is the Value?


Listen Later

Aaron Levie is one of the OG founders of the last two decades as the Co-Founder and CEO of Box. Today, Box does over $1BN in revenue with a market cap of $3.85BN, and has raised over $560 million from the likes of DFJ, Andreesen Horowitz, and Coatue. 

In Today’s Episode with Aaron Levie We Discuss:

  1. What You Need to Know Entering This AI Wave:

  • Why does Aaron think we are currently in a transformative window in AI?

  • What does Aaron think it takes to be successful in this next wave?

  • Which areas does Aaron think founders should be focusing on today? Where should they not?

  1. AI Adoption: Business Model, Implementation, Regulation.

  • How does Aaron think AI will change how we work & run a business?

  • What does Aaron think is the single biggest obstacle to AI adoption in large organizations?

  • Does Aaron agree with Sarah Tavel @ Benchmark AI companies will be selling work not tools? 

  • How does Aaron think AI will change the SaaS business model?

  • Why is Aaron not as worried about AI regulation? What are his biggest concerns today?

  1. The Next AI Breakthrough: AI Agents

  • Why does Aaron believe the next big breakthrough in AI will be agents?

  • How does Aaron think AI agents will change org structures?

  • How does Aaron think agents will differ from RPA? How will RPA companies benefit from AI? 

  • What does Aaron think AI agents will look like in five years?

  1. Startups vs Incumbents: Who Wins?

  • What is Aaron’s advice to startups today building against OpenAI?

  • Does Aaron think startups have more advantage in foundational models or the application layer?

  • What advantages do incumbents have? What are their biggest weaknesses?

  • Who does Aaron think are the biggest winners in AI today? Who is underperforming?

  • Why does Aaron think Apple isn’t losing the AI race?

 

 

...more
View all episodesView all episodes
Download on the App Store

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The PitchBy Harry Stebbings

  • 4.4
  • 4.4
  • 4.4
  • 4.4
  • 4.4

4.4

478 ratings


More shows like The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

View all
This Week in Startups by Jason Calacanis

This Week in Startups

1,279 Listeners

a16z Podcast by Andreessen Horowitz

a16z Podcast

1,043 Listeners

The Official SaaStr Podcast: SaaS | Founders | Investors by SaaStr

The Official SaaStr Podcast: SaaS | Founders | Investors

177 Listeners

Founders by David Senra

Founders

1,943 Listeners

Invest Like the Best with Patrick O'Shaughnessy by Colossus | Investing & Business Podcasts

Invest Like the Best with Patrick O'Shaughnessy

2,290 Listeners

Equity by TechCrunch, Rebecca Bellan, Kirsten Korosec, Anthony Ha, Max Zeff, Theresa Loconsolo

Equity

339 Listeners

Y Combinator Startup Podcast by Y Combinator

Y Combinator Startup Podcast

227 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

9,264 Listeners

No Priors: Artificial Intelligence | Technology | Startups by Conviction

No Priors: Artificial Intelligence | Technology | Startups

129 Listeners

The Ben & Marc Show by Marc Andreessen, Ben Horowitz

The Ben & Marc Show

125 Listeners

BG2Pod with Brad Gerstner and Bill Gurley by BG2Pod

BG2Pod with Brad Gerstner and Bill Gurley

465 Listeners

AI + a16z by a16z

AI + a16z

32 Listeners

Lightcone Podcast by Y Combinator

Lightcone Podcast

21 Listeners

Training Data by Sequoia Capital

Training Data

43 Listeners

Uncapped with Jack Altman by Alt Capital

Uncapped with Jack Altman

36 Listeners