Aaron Levie predicts AI will expand software TAM by capturing offline services
Aaron Levie · DOGE kills its first bill, Zuck vs OpenAI, Google's AI comeback · Dec 20, 2024 · at 1:11:25
Aaron Levie, CEO of Box, counters Chamath Palihapitiya's software market compression thesis by predicting software will capture non-IT labor spend.
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“I just don't agree with the TAM compression because I think there's another kind of counter event that's happening that, that AI is, is really going after like services. And so that then conversely expands the TAM software where IT budgets weren't usually applied to those types of things”
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