Box
includes Box Agent, Box Automate, Box AI
9 statements across 7 episodes · 7 bullish · 1 bearish · 3 people on the record · first statement May 22, 2024 by Aaron Levie · said 65 times in 12 episodes since 2024 · across every show →
Mentions by year, the whole family
brought up most by Alex Kantrowitz (41), Aaron Levie (23), Adam Manzoni (1)
tap a year for its mentions
2026 28 mentions in 5 episodes 6 per episode
- OpenAI vs. Anthropic's Direct Faceoff + Future of Agents — With Aaron Levie
- OpenAI Closes in on $100 Billion, OpenClaw Acquired, AI’s Productivity Question — With Aaron Levie
- Big Technology AI Summit (full): Greg Brockman, Mike Krieger, Aaron Levie & Friends of The Podcast
- Warning Signs For The AI Boom, Anthropic Passes OpenAI, Robinhood’s AI Trading
- The Unlikely Anthropic & SpaceX Marriage, OpenAI Trial Revelations, AI Layoffs Or Cope?
- every mention in 2026, scene by scene →
2025 32 mentions in 5 episodes 6 per episode
- Are 95% of Businesses Really Getting No Return on AI Investment? — With Aaron Levie
- The ‘AI-First Company,’ Big Tech Mega Earnings, NVIDIA vs. Anthropic
- OpenAI’s Windsurf Crash, Grok’s Wild Week, Replace Tim Cook? — With Aaron Levie
- Sam Altman: How OpenAI Wins, ChatGPT’s Future, AI Buildout Logic, IPO in 2026?
- OpenAI’s Ghibli Moment, CoreWeave's IPO Letdown, End of Silicon Valley’s Monopoly?
- every mention in 2025, scene by scene →
2024 5 mentions in 2 episodes 3 per episode
Everything said about Box, oldest first
May 22, 2024 bearish
Levie: Top five LLM providers will thrive, but 15th horizontal player will fail
“I think the business model is still very good for the top, let's say five or so model providers where, where you will run into a question is, you know, could you be the 15th LLM, you know you know, training company.
That, that seems tough, especially if your j…”
May 22, 2024 bullish
Levie: Companies will scale by adding compute instead of human headcount
“And the equation goes from, okay, I got to call the HR team. I've got to make sure we have budget. We have to go hire a lot of people to now it's like, well, do you want like a hundred leads or a thousand leads or 10,000 leads? Not, and that's not going to be …”
May 23, 2024 bullish
Levie: Box will reinvest AI productivity gains into growth over profit margins
“If I could get an engineer within Box to, you know, write 20% more code, and let's just imagine it's all perfect, you know, code, or a sales rep to be 20% more productive, i.e., for the same dollars, they can sell 20% more in, in revenue. In both of those exam…”
May 5, 2025 positive
Kantrowitz: Smart companies will reinvest AI savings instead of cutting jobs
“Companies using AI are not going to say we are happy doing what we did before, and this will just enable us to do it more efficiently. Therefore, we will cut our spending and we'll cut people. I think the smart companies, companies like Box, run by a person th…”
May 5, 2025 positive
Sep 18, 2025 bullish
Levie: Enterprise AI ROI Is So High Employees Hide It From Boards
“We've talked to customers where where they have had, had colleagues that, that can't actually they can't present the actual ROI savings to their board. The actual kind of expected ROI savings to the board because the board won't believe how, how they won't bel…”
Feb 23, 2026 bullish
Levie: Box engineers estimate 5x faster product builds using AI coding
“We have products that we build five, you know, these are the estimates from the actual engineer that we will build five times faster because of AI coding. And we will as a result of that, be able to ship significantly more capabilities to our customers.”
Apr 8, 2026 bullish
Levie: Box Benchmark Shows Double-Digit LLM Gains in Four Months
“We have an eval that we give all of the new models. It's basically a complex knowledge work task, which is we give the, an agent a set of documents to work with, and then we ask it a series of very, very hard questions that we think correlate to pretty high en…”
Jun 26, 2026 neutral
Levie: Box's latest AI agents use up to 5 million tokens
“When we launched our first kind of AI use case within box, our product, The average number of tokens that was being used on a task was like 5010 1020 thousand tokens. Now our latest agents might use a million tokens or five million tokens on executing a task.”