Levie: Bundling digital labor removes seat limits, expanding software TAMs
Aaron Levie · Why Enterprise AI Adoption Is Moving 5-10X Faster Than Cloud with Box 's Aaron Levie and IBM's VP AI · Jul 2, 2025 · at 7:01
Box CEO Aaron Levie explains how AI agents alter the fundamental SaaS business model by selling labor capacity rather than per-seat human licenses.
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“So, so we can now effectively think about our software as having labor attached to it, which for all of us building enterprise software is like a completely mind bending, you know, concept where we're no longer just limited by the number of people that we sell to in an organization. So if I'm building legal software, I can only sell to the 10 lawyers inside of a company. Now all of a sudden my software comes with infinite legal capacity and it Opens up all new kind of addressable market for our businesses.”
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