Opinion
Levie: Software engineering remains one of the most protected job categories
“I always laugh when, you know, people say, you don't need to be an engineer. Don't do computer science. I actually think like that is like still one of the most protected job categories because things are only getting more technical. Things are only going to g…”
Insight
Levie: Enterprises must adapt their workflows to AI agents, not vice versa
“What's happening is we are changing our work to make the agents effective in that model. The agent didn't really adapt to how we work. We basically adapted to how the agent works. All of the economy has to go through that exact same evolution. The rest of the …”
Insight
Levie: AI agents cannot succeed at search retrieval where smart humans fail
“If a really, really smart human could not do that task in five or 10 minutes for a search retrieval type task, you know, your agent's not gonna be able to do it any better.”
Prediction Not checkable as stated
Levie: A few wrong AI decisions could wipe software companies out
“You can just see how the AI tsunami could wipe you out. If you make just two, three, four or five wrong decisions in this space, like couple wrong architecture decisions, couple wrong AI feature decisions, couple wrong API platform decisions. And you might be …”
Prediction Not checkable as stated
Levie: Distribution spending will match increased software code efficiency
“The thing that's going to happen on the ledger of software is we're going to produce far more output of code and thus features per dollar. But on the other end of this, we're going to actually end up spending probably just as much on how do you get all of that…”
Prediction Not checkable as stated
Levie: AI agents will generate 10 to 100 times more code
“But no matter what, there's going to be 10 to a hundred times more code. So I think you can be very long engineering right now as just a, you know, purely on the dimension of software is going to become increasingly more important. Once agents are, you know, t…”
Prediction Not checkable as stated
Levie: Enterprises will inevitably deploy an order of magnitude more agents than people
“You know, whether you think the number is 10 X or a hundred X or whatever the number is, we're going to have some order of magnitude more agents than people. That's inevitable. It has to happen.”
Prediction Open · timeframe Mar 2031
Levie: Prompt injection against AI agents will cause major enterprise security breaches
“There's going to be just incredibly spectacularly crazy security incidents that will happen with agents because you'll prompt inject an agent and Sort of find your way through the CRM system and pull out data that you shouldn't have access to.”
Prediction Not checkable as stated
Levie: AI agent creators will carry legal liability for their agents' actions
“The person who creates the agent probably is gonna, for the foreseeable future, take on a lot of the liability of what that agent does. That agent doesn't deserve any privacy because it's, you know, it can't fully be autonomously operated and it doesn't have a…”
Insight
Levie: Autonomous agents require hard-mode governance unlike current user-impersonating tools
“So far we've been in, in easy mode. We've hit the easy button with AI, which is the agent just is you. And when you're in cloud code and you're in cursor and you're in codex, you're just, the agent is you, you're offing into your services. It can do everything…”
Prediction Not checkable as stated
Levie: Access governance will decide if enterprise AI agents leak data constantly
“These are like the, some of the most probably, you know, boring problems for 98% of people on, on the internet, but they will be the problems that are the difference between, can you actually have autonomous agents in an enterprise context that are not leaking…”
Assertion Supported
Levie: Anthropic has forward-deployed engineers embedded at Goldman Sachs
“OpenAI probably is hiring FDEs to go into the enterprise and then Anthropic is embedded at Goldman Sachs.”
Assertion Not checkable as stated
Levie: Language models experience massive degradation after roughly 60,000 tokens
“Today, we have a context engineering problem, which is I got, you know, 200,000 tokens that I can work with, or probably, I don't even know what the latest graph is before, like, massive degradation. Okay, I have 60,000 tokens that I get to work with, where I'…”
Insight
Levie: AI slop in legal contracts creates risks code slop never introduced
“If I have an AI model go generate a contract, and I generate a contract 20 times, and, you know, all 20 times, it's just three percent different. And, like, that, I, that, that kind of slop introduces all new kinds of risk for my organization that the code ver…”
Prediction Not checkable as stated
Levie: Every enterprise will adopt AI agent evaluation and observability tools
“I've been fully convinced that the whole agent observability and eval space is going to be a massive space. I'm super excited for what brain trust is doing, excited for, you know, Langsmith, all the things. And I think what you're going to, I mean, this is lik…”
Opinion
Levie: Succeeding in the AI agent wave is existential for Box
“There's a part of the company that is sort of do or die for the agent wave. And it only happens to be more of my focus simply because it's existential that we get it right.”
Prediction Not checkable as stated
Levie: Agents Using Box as File Systems Will Outgrow Native Agents
“The thing that I think is, is probably going to be a much bigger The idea over time is any agent on any system, again, using Box as a file system for its work.”
Prediction Not checkable as stated
Levie: DevRel is surging to help autonomous AI agents discover APIs
“DevRel is hot, like the hottest thing of all time right now. I like, if you could produce a fricking factory of DevRel people, like there's just like unlimited jobs right now on the other end of that. Cause we're gonna, everybody needs their Services and APIs …”
Insight
Levie: Most companies lack enough engineers to maintain bespoke internal software
“Most of the economy does not have enough engineers to then maintain all those systems, to update to all those systems, to figure out the relationship between the business problem and what the code needs to do to go and actually manage that.”
Prediction Not checkable as stated
Levie: Enterprise file archives will become extremely valuable via AI agents
“All of that information becomes valuable to the enterprise and it's going to become extremely valuable to end users because now they can have agents go find what they're looking for and produce new New value and new data on that information. And it's going to …”
Prediction Not checkable as stated
Levie: AI agents will force enterprises to organize their data
“Agents will certainly cause us to be much better organized around how we work with our information simply because the severity of the agent pulling the wrong data will be too high. And the productivity gain of that you'll miss out on by not doing this will be …”
Insight
Levie: Knowledge work agents require search judgment unlike coding agents
“And that judgment is like a really new thing that the model needs to be able to have is like, when should it give up on a task? Cause, cause you just don't, it's a, can't find the thing. That's the real world of knowledge work problems. And this is the stuff t…”
Insight
Levie: Enterprise software must treat AI agents as a distinct user type
“And then they all are having to understand that now you've got this new customer, which is the agent. And they've been building for two types of customers in the past. They've been building for users and they've been building for like applications. And now you…”
Insight
Levie: Generating Beautiful PowerPoint Presentations Remains a Hard Problem for AI
“Building a beautiful PowerPoint presentation. It's still a hard problem for these models. Like we still, you know, like these formats are just, we're not built for.”
Aaron Levie