The Ledger
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Aaron Levie predicts AI will expand software TAM by capturing offline services
“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 appl…”
Levie: AI token prices will fall to compute costs plus 10-20% margin
“You eventually have the underlying service with enough competition, you have the underlying service eventually trend toward the cost of the infrastructure. So, so what we should expect is that the price of a token in AI land, you know, basically will be whatev…”
Levie: Voice AI will shape mobile computing over next couple years
“I think that the wave of voice AI I'm most compelled by right now as sort of the twenty-twenty-four kind of, you can see the semblance of, Actually, you know, a new paradigm for mobile. We've kind of had the same thing on mobile for 20 years, and so the abilit…”