The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 13 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 1 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
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 …”
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…”
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…”
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: 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.”
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…”
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…”
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…”
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: 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 …”
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: 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 …”
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.”