The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 9 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
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.”
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…”
Levie: AI currently generates 30 percent of Box's codebase
“About 30% of our code right now Is, is coming from AI.”
Levie: AI deep research queries have replaced chief of staff tasks
“The kind of thing that three years ago I might sort of lob over to the chief of staff and say, hey, can you like go research, like the pricing strategy of this ecosystem or something? That's just a deep research query now. And then I'll wake up and I'll look a…”
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…”
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.”
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”
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.”