Box
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Dec 27, 2024 by Aaron Levie · across every show →
Everything said about Box, oldest first
Dec 27, 2024 bullish
Levie: Incumbents like Salesforce, Oracle, and Box will capture enterprise AI revenue
“Now it doesn't mean that it's all startups. It's going to be Salesforce and it's going to be service. Now it's going to be Oracle. And it's gonna be box.net which is not our official brand. We, you know, we will capture collectively all of that.”