Insight certainty 3/5 debate potential 3/5

AI benefits will accrue mostly to fast-moving larger companies

Art Levy · Brex’s Road to IPO and The Golden Age of M&A · Sourcery with Molly O'Shea · Jul 10, 2025 · at 19:08

Art Levy, Chief Business Officer at Brex, discusses the structural advantages and dynamics of the emerging tech M&A cycle and AI adoption.

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“I think that in a world of AI and as AI starts to mature, I think a lot of the benefits actually go to what I would call not the incumbents, but like the fast moving larger companies. Like, of course there will be a few companies that start from zero and explode, but you know, companies like Salesforce, like Databricks, like Brex, like, you know, everyone, we're all using AI and we're all incorporating it into the internal tools we use into the products that we sell.”

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