Box

includes Box AI, Box CLI

20 statements across 8 episodes · 14 bullish · 0 bearish · 3 people on the record · first statement Jan 2, 2019 by Scott Weiss · said 70 times in 27 episodes since 2017 · across every show →

Mentions by year, the whole family

brought up most by Aaron Levie (20), Steven Sinofsky (14), Martin Casado (10), Peter Levine (5), Arnie Goldberg (5), Benedict Evans (3), Sonal Chokshi (2), Scott Weiss (2)

tap a year for its mentions
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08152017201820192020202120222023202420252026episodes it came up in
0037.56152017201820192020202120222023202420252026episodesmentions per episode
2026 17 mentions in 3 episodes 6 per episode
2025 18 mentions in 5 episodes 4 per episode
2024 1 mention in 1 episode
2020 2 mentions in 2 episodes 1 per episode
2019 30 mentions in 14 episodes 2 per episode
2018 1 mention in 1 episode
2017 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Box, oldest first

Jan 2, 2019 positive
Insight
Weiss: Intuitive SaaS applications remove the need for data-entry intermediaries
“If you look at the new applications like Box, like Evernote, you know, a lot of these new applications are built for mobile. They're they'll, they're built for kind of a HTML user interface, and they're intuitive in the way that Tom was talking about, like Fac…”
Scott Weiss Jan 2, 2019 ▶ 6:06 a16z Podcast | Bending Every Pixel to Your Will -- Optimizely and the Next Wave of Internet Tools
Jan 2, 2019 positive
Assertion Not yet assessed · timeframe Jun 2014
Levie: Construction workers are far more mobile than tech workers
“I think we think of, you know, the tech industry as being very mobile. Well, it turns out construction workers are actually far more mobile than those of us in the tech industry.”
Aaron Levie Jan 2, 2019 ▶ 2:13 a16z Podcast | Mapping the Information Economy -- Where’s the Cloud Going Next?
Jan 2, 2019
Assertion Supported
Levie: Box added former GE CIO to board to target large enterprises
“So as an example two to three years ago we were really going into the large end of the enterprise, and so the person that we selected to bring on the board was the previous CIO of General Electric.”
Aaron Levie Jan 2, 2019 ▶ 8:54 a16z Podcast | How to Lead, Not Manage Your Board
Jan 2, 2019
Disclosure
Levie: Box has never conducted a formal board search
“We've never done a board search. What we've done is, is built advisors around the company, gotten close to lots of people I've personally engaged with, you know, 50 or so CEOs that have been through very similar problems over, over, you know, similar eras of t…”
Aaron Levie Jan 2, 2019 ▶ 37:57 a16z Podcast | How to Lead, Not Manage Your Board
Jan 2, 2019 positive
Insight
Levie: Bringing executive team to board meetings drives execution and accountability
“Including executives, ah, in, in obviously sessions at the board meeting, it's a great way to create accountability for other members of the team and it drives, ah, you know, that drives execution”
Aaron Levie Jan 2, 2019 ▶ 19:48 a16z Podcast | How to Lead, Not Manage Your Board
Jan 2, 2019 positive
Insight
Levie: CEOs should forward existing internal company notes to boards
“You can actually find lots of ways to leverage communication you're already doing. So, like, we send a company all hands note monthly, and that is, sort of, lays out the strategy or whatever. Just literally forwarding that to the board of, FYI, here's the late…”
Aaron Levie Jan 2, 2019 ▶ 45:51 a16z Podcast | How to Lead, Not Manage Your Board
Jan 2, 2019 positive
Assertion Not checkable as stated
Goldberg: Box resolved a six-month engineering debate with one advisory meeting
“Six months went by, and this debate raged within our engineering team, and even as we hired, you know, more senior people to come in, and the debate wouldn't go away. All it took was one formal conversation with, you know, some of the, as I created this archit…”
Arnie Goldberg Jan 2, 2019 ▶ 7:42 a16z Podcast | Building the Right Technical Advisory Board
Jan 2, 2019 positive
Disclosure
Box formed customer advisory boards using target CIOs to drive roadmaps
“So at Box, we had both, and they're very, very different. So the audience or the population of your customer advisory board are really what you would expect to sell to, right? So in, in Box's case, it would be the CIOs of big companies across different vertica…”
Arnie Goldberg Jan 2, 2019 ▶ 2:23 a16z Podcast | Building the Right Technical Advisory Board
Jan 2, 2019 neutral
Disclosure
Goldberg: Box gave technical advisors equity equivalent to senior engineer packages
“I just gave a stock option package that was equivalent to a seasoned engineer. And, you know, I put my board together pretty early on in Box's life, so it was a, it ended up being a pretty reasonable package at the end of it all. But it was I think a three-yea…”
Arnie Goldberg Jan 2, 2019 ▶ 30:32 a16z Podcast | Building the Right Technical Advisory Board
Jan 2, 2019
Assertion Not checkable as stated
Goldberg joined Box because its co-founding CTO stopped wanting to manage
“While in my role as VP of engineering for Box trying to scale the company, I had a co-founding CTO that didn't want to manage anymore. That's basically how I got into Box at the very beginning.”
Arnie Goldberg Jan 2, 2019 ▶ 8:32 a16z Podcast | Building the Right Technical Advisory Board
Jul 14, 2025 neutral
Prediction Not checkable as stated
Levie: Enterprise AI adoption speed is limited by human workflow changes
“And that, that's something where I do think We have to be prepared for this as many years. It's about the speed at which humans can change their workflows as opposed to how kind of quickly the technology can just, you know, sort of evolve in advance.”
Aaron Levie Jul 14, 2025 ▶ 5:09 Aaron Levie on AI's Enterprise Adoption
Jul 14, 2025 positive
Disclosure
Levie: Box scaled aggressively using Ben Horowitz's 'Fat Startup' playbook
“And we let's just say we very much took that to heart. And we basically like deployed every single lesson. Which was, like, the name of the game is you get big fast, you scale aggressively, and that was a very important kind of period in our company's journey.”
Aaron Levie Jul 14, 2025 ▶ 1:19 Aaron Levie on AI's Enterprise Adoption
Jul 14, 2025 positive
Disclosure
Levie: Box uses AI to boost operational capacity, not cut costs
“Internally, we've actually explicitly taken the stance that we want to use AI to increase the capacity and capability of the company, so just do more.”
Aaron Levie Jul 14, 2025 ▶ 50:00 Aaron Levie on AI's Enterprise Adoption
Sep 24, 2025 positive
Disclosure
Levie: AI currently generates 30 percent of Box's codebase
“About 30% of our code right now Is, is coming from AI.”
Aaron Levie Sep 24, 2025 ▶ 14:16 Software Finally Eats Services - Aaron Levie
Apr 8, 2026 bullish
Disclosure
Levie: AI agents will increase file volume, boosting Box's business model
“Every agent really loves working with files, so there'll probably be more files in the future than there was going to be before, and so, you know, can we build a platform that, like, makes it really easy for agents to work with that data? You know, we, we're b…”
Aaron Levie Apr 8, 2026 ▶ 32:49 Box CEO on the AI Adoption Gap | The a16z Show
Apr 8, 2026 positive
Disclosure
Levie: Box is building an AI agent that writes code dynamically
“We have an agent that, that we're working on where you, it just makes a determination whether it should use an existing skill, it should be using an existing tool from Box, or it should write code to solve that problem”
Aaron Levie Apr 8, 2026 ▶ 9:54 Box CEO on the AI Adoption Gap | The a16z Show
Apr 8, 2026 bullish
Disclosure
Levie: Box spends equal time on agent and human interfaces
“We spend as much time now thinking about the agent interface to our tool as we do the human interface.”
Aaron Levie Apr 8, 2026 ▶ 0:51 Box CEO on the AI Adoption Gap | The a16z Show
Apr 8, 2026 bullish
Prediction Not checkable as stated
Levie: AI-native service firms will disrupt incumbents before hitting normal corporate limits
“I do think that will be relatively disruptive You know, for some time until the bigger incumbents can kind of, you know, get out of the way on this. And that will at least create, you know, some precedent or case studies of what this new sort of corporation co…”
Aaron Levie Apr 8, 2026 ▶ 41:24 Box CEO on the AI Adoption Gap | The a16z Show
Apr 28, 2026 positive
Disclosure
Levie: AI built 80% to 90% of Box's latest product feature
“AI built probably 80 to 90% of the feature. And the thing that slowed down the release of it was we have to do a full security review because we can't let there be any, you know, accidental code injection into the thing that we created.”
Aaron Levie Apr 28, 2026 ▶ 45:49 Box CEO on AI Agents & Why Enterprise Can't Keep Up | a16z
Apr 28, 2026 neutral
Assertion Not checkable as stated
Levie: AI yields 2x to 3x productivity gains, not 10x
“I don't think that it's a five to 10 X gain. I do think it's a two to three X gain, maybe across the board. You are still rate limited by how quickly can you review this stuff and check on the work.”
Aaron Levie Apr 28, 2026 ▶ 46:23 Box CEO on AI Agents & Why Enterprise Can't Keep Up | a16z
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