The Ledger
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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.”
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.”
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'…”
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.”
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.”
Levie: AI will create a huge premium on well-documented companies
“One is I think you're going to see, again, a premium on companies that can document this much. There'll be a huge premium on that because, you know, can you shorten that three month ramp cycle to a two week ramp cycle? That's an instant productivity gain.”
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…”
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 …”
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…”