Aaron Levie

25 statements across 6 episodes · 10 bullish · 4 bearish · 3 people on the record · first statement Feb 26, 2015 by Aaron Levie · said 85 times in 25 episodes since 2017 · across every show →

On the record as a speaker too: Aaron Levie's record, appearances and statements → this page counts the times other people say the name.

Mentions by year

brought up most by Jason Lemkin (72), Jeff Lawson (6), Mark Wayland (2), Josh Stein (2), Brian Halligan (2), Nick Mehta (1)

tap a year for its mentions
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0362017201820192020202120222023202420252026episodes it came up in
001032062017201820192020202120222023202420252026episodesmentions per episode
2026 3 mentions in 2 episodes 2 per episode
2025 14 mentions in 3 episodes 5 per episode
2024 7 mentions in 3 episodes 2 per episode
2023 6 mentions in 6 episodes 1 per episode
2022 13 mentions in 4 episodes 3 per episode
2021 5 mentions in 3 episodes 2 per episode
2019 2 mentions in 1 episode
2018 2 mentions in 1 episode
2017 33 mentions in 2 episodes 17 per episode

every mention, scene by scene, with the transcript →

Everything said about Aaron Levie, oldest first

Feb 26, 2015
Assertion Not checkable as stated
Levie: Box has built one-off features for only six of 44,000 customers
“Out of 44,000 customers. We may have done that half a dozen times.”
Aaron Levie Feb 26, 2015 ▶ 37:32 Aaron Levie (Box): The First $250m in ARR
Feb 26, 2015 negative
Insight
Levie: Building everything enterprise customers request leads to failure
“A lot of companies confuse getting to know your customer and that customer intimacy with building whatever they ask for. And that's obviously the road to, you know essentially all of the broken enterprise dreams that we've always had”
Aaron Levie Feb 26, 2015 ▶ 36:37 Aaron Levie (Box): The First $250m in ARR
Feb 26, 2015
Disclosure
Levie: Box CEO spends 35% to 40% of time traveling for customers
“In the past two to three years, I'm now in the, on the road, 35, 40% of my time, and that basically just consists of flying to cities that I hadn't previously ever heard of, and, ah, and, you know, doing dinners and lunches”
Aaron Levie Feb 26, 2015 ▶ 34:07 Aaron Levie (Box): The First $250m in ARR
Feb 26, 2015
Disclosure
Levie: Box prioritized unlocking higher customer tiers over lower-tier refinements
“We've met at many moments built something that was necessary for one tier of customer that didn't break our product for anybody, but maybe we had to prioritize getting to that next tier versus maybe the 95th percentile thing that we wanted to do on, on the tie…”
Aaron Levie Feb 26, 2015 ▶ 40:07 Aaron Levie (Box): The First $250m in ARR
Feb 26, 2015
Assertion Not checkable as stated
Levie: Refusing philosophical misaligned features is why Box loses most deals
“Actually this is one of our bigger, one of our biggest categories of why we lose deals is because there's some weird feature that we are philosophically opposed to. Because we think it's going to hinder what the user is trying to accomplish or what the busines…”
Aaron Levie Feb 26, 2015 ▶ 38:38 Aaron Levie (Box): The First $250m in ARR
Jul 7, 2017 positive
Disclosure
DFJ became Box's first institutional investor after a TechCrunch party
“Yeah, yeah, first institutional investor. We met him at Mike Earrington's house, actually.”
Josh Stein Jul 7, 2017 ▶ 5:52 Josh Stein of DFJ: What Makes a Great SaaS CEO
Jul 7, 2017 positive
Assertion Not checkable as stated
Stein: Box's business customers churned least and consumed fewest resources
“The best customers, the ones that were paying us the most, that churned the least, ah, that actually were, interestingly, consuming the least resources. From a cost of goods standpoint, were the businesses”
Josh Stein Jul 7, 2017 ▶ 11:28 Josh Stein of DFJ: What Makes a Great SaaS CEO
Nov 12, 2021 bearish
Opinion
Amazon and Azure's on-premise cloud offerings remain relatively subscale
“Every time that Amazon or Azure or others have launched these sort of on-prem versions of their clouds, these are all relatively subscale versus just the pure public cloud infrastructure benefits that, that, that customers are getting.”
Aaron Levie Nov 12, 2021 ▶ 8:53 The Secrets Behind Creating Scalable Products with Box CEO, Aaron Levie and SaaStr CEO, Jason Lemkin
Nov 12, 2021 neutral
Assertion Supported
Levie: Box closed 74 deals over $100k last quarter primarily via expansion
“Last quarter we did, I don't know, 74 deals over a 100,000 dollars, so it's, that's a fraction of those deals. And you still have so many more that are just, they've adopted more of the product, and we have an incredible, you know, account executive that goes …”
Aaron Levie Nov 12, 2021 ▶ 24:20 The Secrets Behind Creating Scalable Products with Box CEO, Aaron Levie and SaaStr CEO, Jason Lemkin
Nov 12, 2021
Insight
Levie: Architecture matters more than almost anything in building a platform
“Is architecture matters more than almost anything else you can imagine in that journey. Because if your feature is then completely disconnected to the next feature, and then thus the next feature, then you really aren't on your way to building a platform.”
Aaron Levie Nov 12, 2021 ▶ 4:18 The Secrets Behind Creating Scalable Products with Box CEO, Aaron Levie and SaaStr CEO, Jason Lemkin
Nov 12, 2021
Assertion Not checkable as stated
Box forfeited an estimated $100M in revenue refusing on-premise deployments
“We were multi-tenant from day one, and we made no exceptions to that. So when customers said, hey, can I go run this inside my data center? We said, no, you can't. And we lost, I could probably add up maybe a hundred million in revenue.”
Aaron Levie Nov 12, 2021 ▶ 5:32 The Secrets Behind Creating Scalable Products with Box CEO, Aaron Levie and SaaStr CEO, Jason Lemkin
Nov 12, 2021
Insight
Levie: Enterprise CEOs should prioritize customer expansion as much as net-new logos
“You align your time with where the, ultimately the dollars are gonna come from, and so, in the base, we often will have lots of customers that have significant expansion opportunity, and that can look as important or be as important as a net new, you know, log…”
Aaron Levie Nov 12, 2021 ▶ 13:07 The Secrets Behind Creating Scalable Products with Box CEO, Aaron Levie and SaaStr CEO, Jason Lemkin
Nov 12, 2021 neutral
Insight
End users buy specific features, not massive platforms
“Because end users don't want to buy platforms. They want to buy features. And so we got in through the feature and then we were able to ultimately turn that into a platform.”
Aaron Levie Nov 12, 2021 ▶ 3:33 The Secrets Behind Creating Scalable Products with Box CEO, Aaron Levie and SaaStr CEO, Jason Lemkin
Dec 6, 2023 positive
Insight
Levie: A 6x to 8x revenue multiple is healthy for profitable SaaS
“You do want it to be kind of just healthy to be at a six or eight X revenue multiple, and I make, I'm making up those numbers, but like, but that, you know, that tends to be a safe range if you assume the company's going to get 20, 30, 40% operating margin, gr…”
Aaron Levie Dec 6, 2023 ▶ 18:16 What's New at Box with Aaron Levie, CEO and Co-Founder of Box and Jason Lemkin, Founder at SaaStr
Dec 6, 2023 neutral
Opinion
Levie: SaaS is lapping enterprise seat contraction, though not entering growth yet
“I mean, you never want to call it the bottom, but it feels like we're lapping the contraction period. That's different from we're going to enter a growth period.”
Aaron Levie Dec 6, 2023 ▶ 33:41 What's New at Box with Aaron Levie, CEO and Co-Founder of Box and Jason Lemkin, Founder at SaaStr
Dec 6, 2023 negative
Opinion
Levie: Consumer software is ten times more stressful than enterprise SaaS
“The consumer is just like 10 times more stressful because you don't have recurring revenue at any moment, like one single platform change. You know, can alter the entire dynamics of your business model. You're dealing with the whims and the mercy of the consum…”
Aaron Levie Dec 6, 2023 ▶ 2:06 What's New at Box with Aaron Levie, CEO and Co-Founder of Box and Jason Lemkin, Founder at SaaStr
Dec 6, 2023 positive
Opinion
Levie: Software jobs are easy compared to 90% of other work
“This is like, not like particularly like hard, you know, work of, you know, like, 90% of the jobs that I see.”
Aaron Levie Dec 6, 2023 ▶ 5:27 What's New at Box with Aaron Levie, CEO and Co-Founder of Box and Jason Lemkin, Founder at SaaStr
Dec 6, 2023 neutral
Insight
Levie: Enterprise AI budgets only account for 1-10% of IT spend
“There's no AI budget per se. When I, and when I referenced that, it's sort of like, there's every, everybody has like just some discretionary dollars for, you know, some R and D or innovation thing. And so that's probably right now the totality of the kind of …”
Aaron Levie Dec 6, 2023 ▶ 26:51 What's New at Box with Aaron Levie, CEO and Co-Founder of Box and Jason Lemkin, Founder at SaaStr
Dec 6, 2023 negative
Insight
Levie: Embedding uncapped AI risks exploding costs due to power law usage
“The alternative model is you just say, hey, we're just going to embed AI into everything. And then you're like, well, shoot, now my costs just explode. And also equally, you have this, like, you know, disadvantage, which is the power user is being subsidized b…”
Aaron Levie Dec 6, 2023 ▶ 25:14 What's New at Box with Aaron Levie, CEO and Co-Founder of Box and Jason Lemkin, Founder at SaaStr
Dec 6, 2023 positive
Disclosure
Levie: Box stages COO hires across $500M, $1B, and $2B revenue milestones
“The pattern is Is sort of somebody that can help take box to the next stage of growth at each, you know, kind of commensurate point where, where that, that person's experience is very relevant in, in driving the next stage of growth. And so, you know, we had o…”
Aaron Levie Dec 6, 2023 ▶ 8:06 What's New at Box with Aaron Levie, CEO and Co-Founder of Box and Jason Lemkin, Founder at SaaStr
Dec 6, 2023 positive
Disclosure
Levie: Box bundles AI natively instead of charging for an add-on
“So actually this is sort of part of our, this is part of our theory on our pricing model is, is let's, let's create an instant win for the customer by just saying box has AI in it. Like, you know, if we were to start box over from scratch in 20, 23, AI would n…”
Aaron Levie Dec 6, 2023 ▶ 28:24 What's New at Box with Aaron Levie, CEO and Co-Founder of Box and Jason Lemkin, Founder at SaaStr
Jul 2, 2025 positive
Opinion
Levie: Model Context Protocol integrations enhance rather than erode enterprise software moats
“I would actually argue that MCP is a thing that only enhances the underlying moat. Because data wants to be free. That doesn't mean that there's no moat around managing the data and making it useful. It wants to be incorporated in some other workflow. So for u…”
Aaron Levie Jul 2, 2025 ▶ 25:44 Why Enterprise AI Adoption Is Moving 5-10X Faster Than Cloud with Box 's Aaron Levie and IBM's VP AI
Jul 2, 2025 bullish
Insight
Levie: Upgrading to reasoning models instantly replaces a year of custom scaffolding
“The amount of work you would have to do to pack into, let's say, a non-reasoning model for giving it exactly the right sort of context, instructions, kind of hacking and tool use, versus today, just having O-Tree go do that, or having the new Lama IV go and do…”
Aaron Levie Jul 2, 2025 ▶ 15:46 Why Enterprise AI Adoption Is Moving 5-10X Faster Than Cloud with Box 's Aaron Levie and IBM's VP AI
Jul 2, 2025 positive
Insight
Levie: AI's network effect is user interaction feeding agent capability flywheels
“What is the new network effect in a world of AI? And it's some degree of that user working with an agent to create something by creating something that data feeds back into the agent's futures capabilities. And you get this sort of flywheel that, that ends up …”
Aaron Levie Jul 2, 2025 ▶ 18:47 Why Enterprise AI Adoption Is Moving 5-10X Faster Than Cloud with Box 's Aaron Levie and IBM's VP AI
Jun 16, 2026 bullish
Prediction Not checkable as stated
Lemkin: Tech Industry Needs 100x More Forward Deployed Engineers
“We're going to need, I think Aaron Levy said on a tweet today or the other day, we're going to need a hundred times more FDs than we thought, because there's going to be a hundred times more workflows out there and they all need humans to deploy them. They don…”
Jason Lemkin Jun 16, 2026 ▶ 30:46 Our Agent Negotiated a Vendor Renewal, Became a CFO and a Better SDR .. but has too many guardrails
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