Aaron Levie
9 statements across 1 episodes · 5 bullish · 2 bearish · 1 people on the record · first statement Feb 8, 2024 by Aaron Levie · said 8 times in 4 episodes since 2024 · across every show →
On the record as a speaker too: Aaron Levie's record, appearances and statements → this page counts the times other people say the name.
Mentions by year
brought up most by Brad Gerstner (7), Bill Gurley (1)
tap a year for its mentions
2025 2 mentions in 2 episodes 1 per episode
Everything said about Aaron Levie, oldest first
Feb 8, 2024 neutral
Levie: AI succeeds in coding because code is linear and open-source
“Coding is still working better than most other use cases. And it's because you basically have a workflow where you're in a text interface that is just linear, where most of the sort of knowledge of that, of the field is all public and open source for the most …”
Feb 8, 2024 positive
Levie: Tech founders should emulate vertical software compounders rather than Meta
“And I think if we got as enamored by that as building meta, you know, first of all, we'd have a lot less stress all the time. But I think we'd just be building, you know, more, more attractive and valuable companies.”
Feb 8, 2024 bearish
Feb 8, 2024 positive
Levie: Growth-at-all-costs was economically rational for 2010s enterprise SaaS
“I think that was the exactly right economic decision at the time. There was sort of a market share war. You were acquiring customers that maybe had a sort of a five or 10 year You know, kind of lifetime value curve associated with them, maybe even more. And so…”
Feb 8, 2024 bullish
Levie: More private SaaS companies will succeed than expected years ago
“I think we've been afforded the amount of time, partly because of the AI wave you know, partly because of some kind of, you know, soft landing in the economy where, like, there's going to be a lot more successful outcomes here than I think we would have probab…”
Feb 8, 2024 bullish
Levie: Zero enterprise CIOs are even 90% migrated to the cloud
“I, you know, get the fortune of talking to, I don't know, you know, dozens of CIOs a month. And there's nobody that is sort of like done with their cloud journey. There's nobody even at 90%. And this is across every, every sector of the economy. So we're still…”
Feb 8, 2024 neutral
Feb 8, 2024 positive
Feb 8, 2024 negative
Levie: Gross margins structurally dictate whether a company achieves software operating margins
“Your gross margin will ultimately determine your operating margin. There's almost no way that, that you can kind of make those two you know, kind of get out of sync. And so if you're subsidizing something or, you know, or in just such a commodity business and …”