Levie: Incumbents will only sell AI agents to existing install bases
Aaron Levie · Aaron Levie: Why Startups Win In The AI Era · Y Combinator · Sep 16, 2025 · at 40:03
Box CEO Aaron Levie explains why he is bullish on early-stage AI startups competing in enterprise markets against incumbent platforms like Workday.
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“Because I think incumbents are only going to be the agent providers for their existing install base, which means that there's going to be tons of opportunity for so many more agents that those incumbents aren't already selling into.”
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