Prediction certainty 4/5 debate potential 2/5

Levie: AI agents will trigger an explosion of unstructured data

Aaron Levie · Aaron Levie: Everyone is Wrong; We'll Have More Developers in 5 Years · 20VC with Harry Stebbings · Apr 20, 2026 · at 16:28

Aaron Levie is the CEO of enterprise cloud storage company Box. He explains how AI agents acting as consumers and creators of content will massively expand enterprise document creation.

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“Agents are going to be this incredible consumer and creator of your unstructured data. They're gonna Read through every one of your contracts and generate all of your contracts. They're going to generate marketing assets. They're going to write reports for you. And so when it becomes trivially easy for you to generate all this new information or have agents review it all, well, guess what? You still need a backbone that kind of manages and coordinates and creates the guardrails of those workflows and all the agents doing that work. So we're about to see an explosion of unstructured data as an example.”

quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →

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