In 2024, Lemkin saw no evidence of AI boosting incumbent revenue, but by 2026 he observed AI had returned Box to double-digit growth.
THEN · Jun 3, 2024
0:00 / 0:20exact quote · 20.7s
NOW · Jul 2, 2026
0:00 / 0:05exact quote · 5.9s
“So far the evidence is no. So far it says the incumbents are gonna, they're gonna do great things with AI, great, great things. The product's gonna be much better, but, but it's not clear they're gonna get any revenue boost from it. No one's saying that none of these are leaders of saying they've gotten any revenue boost. They keep talking, talking, talk, right? Even the great ones like Aaron talk for an hour, but right now we're not seeing a boost.”
“it has led to a boost at Box. It hasn't turned Box into a hundred percent grower. It's gotten it back to double digit growths.”