Levie: Enterprise AI token budgets will shift from IT to departmental OpEx
Aaron Levie · Aaron Levie: Everyone is Wrong; We'll Have More Developers in 5 Years · 20VC with Harry Stebbings · Apr 20, 2026 · at 25:32
Aaron Levie is the CEO of Box. He analyzes how corporate enterprise leaders and CIOs will restructure operational spending to fund AI compute and token allocations.
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“The budget of tokens will have to move out of IT spend and into regular kind of OPEC spend. This can't be treated like a, oh, you know, I'm going to trade off between Salesforce licenses or compute tokens. Like it's going to more be, I'm going to trade off You know, this next marketing campaign and instead I'm going to go and drive more automation in our marketing engine.”
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