Levie: Google is the most threatened Big Tech company by AI
Aaron Levie · #76: In a World with 99.99% Accurate AI… (feat. Aaron Levie) · More or Less Podcast · Dec 6, 2024 · at 1:00:04
Box CEO Aaron Levie evaluates Big Tech's exposure to AI disruption, contrasting Google's core search vulnerability with the upside for Meta, Amazon, and Apple.
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“Google is, is in, you know, singularly the trickiest spot, I think of the big tech players. Cause you know, this is not particularly disruptive to Meta. It's basically all upside. It's all kind of like an adjacent side business to AWS and Amazon. It's all net new growth. Apple's in a, you know, pole position with the device. So, you know, Google's the most threatened.”
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