Levie: AI will expand Box's TAM without disrupting seat pricing
Aaron Levie · Box’s Big AI Leap: Aaron Levie on Agents & the Future of Work · Apr 17, 2025 · at 9:09
Aaron Levie is the CEO and co-founder of Box. He discusses how AI integration impacts enterprise software market sizes and monetization models.
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“Like, we think the TAM of our category goes up because of AI and the business model doesn't get like severely disrupted in the sense of we used to be selling seats and now all of a sudden something totally different, it's seats and then something in addition to that.”
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