Box CEO Aaron Levie discusses the unprecedented velocity of modern AI software companies with 8VC founder Joe Lonsdale.
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Levie: China's open source AI is only 1-3 months behind US frontier
“There's an open source ecosystem in, in China that is near neck and neck. Let's say at least still maybe kind of, you know, one to three months behind, but not a year or two years behind.”
Insight
Levie: Fear of AI job destruction ignores how markets adapt and reinvest
“So if you believe in job destruction, like in any kind of very large scale way, you basically don't believe that markets adapt and you basically don't believe that some other company will emerge and say, I'm gonna just do this way better. And the way I'm going…”
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Levie: AI is nowhere near intelligence needed for most enterprise tasks
“And the enterprise actually right now we're like nowhere near the level of intelligence needed for the vast majority of enterprise tasks.”
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Levie: Diffusing AI into enterprise workloads will take 10 to 20 years
“And the only kind of caveat is, like, that's going to probably take, like, 10 to 20 years. Not just because of model progress, but because of the rollout of all this.”
Insight
Levie: Real-World Diffusion, Not Intelligence, Is AI's Ultimate Rate Limiter
“Diffusion actually is, like, your biggest rate limiter, and diffusion is, like, a human, Has to get the intelligence from the model plus probably their data, and then they have to go interact with the real world and do something in the real world, and then bri…”
Prediction Not checkable as stated
Levie: AI Will Be Top Topic in Next Presidential Election
“I think it's going to become the number one topic in the next presidential election.”