Valuation Insights: Navigating the AI Market Bubble

This week I sat down with Aaron Levie, Co-Founder and CEO of Box. Aaron came up with the idea behind the cloud computing company as a 19 year old college student and has led the company since its inception in 2005. Today, Box does over $1B in revenue with a market cap of $4.4B, and has raised over $560 million from the likes of DFJ, Andreesen Horowitz, and Meritech Capital.

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Timestamps:

(0:00) Intro

(0:10) Excitement in AI

(6:50) Startups vs incumbents

(15:04) Pricing agents

(17:42) AI over or under hyped

(19:17) Being first to cloud

(24:55) Staying motivated

(28:29) Shifting political landscape

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