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Box

includes Box AI

3 statements across 1 episodes · 2 bullish · 0 bearish · 1 people on the record · first statement May 3, 2025 by Aaron Levie · said 21 times in 8 episodes since 2023 · across every show →

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brought up most by Jason Calacanis (15), Chamath Palihapitiya (5), David Friedberg (1)

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2026 2 mentions in 2 episodes 1 per episode
2025 3 mentions in 1 episode
2024 15 mentions in 4 episodes 4 per episode
2023 1 mention in 1 episode

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Everything said about Box, oldest first

May 3, 2025 bullish
Insight
Levie: AI agents will massively expand software TAM by capturing labor spend
“You know, I would argue, you know, strongly that's a massive TAM increase because now software starts to go after labor spend.”
Aaron Levie May 3, 2025 ▶ 1:09:21 Trump's First 100 Days, Tariffs Impact Trade, AI Agents, Amazon Backs Down
May 3, 2025 bullish
Insight
Levie: Most AI agent value comes from new capabilities, not worker replacement
“I don't like the word replace because I think actually most of the upside is actually going to be for companies that now deploy labor at things that they wouldn't have deployed labor at before.”
Aaron Levie May 3, 2025 ▶ 1:10:48 Trump's First 100 Days, Tariffs Impact Trade, AI Agents, Amazon Backs Down
May 3, 2025 neutral
Assertion Not checkable as stated
Levie: Best AI models reach 90% accuracy on Box's single-pass document benchmark
“We send it 500 documents, and we ask for 40 data fields back from the documents, and so it has to get every single data field correct, and we only do a single pass, so we send the document to the model, we get a single pass back. Right now, the best score is a…”
Aaron Levie May 3, 2025 ▶ 1:23:18 Trump's First 100 Days, Tariffs Impact Trade, AI Agents, Amazon Backs Down
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