“I don’t think margins matter right now. I think delivering agents that work matters. If you deliver agents that work in two years from now, that agent will cost a 10th of what it does today to run. So just build the agents that work.”
How are people using agents today, how far can they go, and what will the future of SaaS look like?
In this conversation, Aaron Levie (Box) discusses the transition from software built for humans to software built for agents.
He explores the challenges of “context rot,” the necessity of moving beyond “vibe checks” to rigorous evals for mission-critical tasks, and why the most significant gains require re-engineering business processes from the ground up rather than just replicating human workflows.
Aaron also shares his perspective on the shifting moats in the AI era, the evolution of SaaS business models from seats to outcomes, and why he believes agentic abundance will ultimately create more work than it eliminates.