The Information's TITV Beyond the Hype: The Real Stakes in AI, IPOs, and Cyber Attacks | July 21, 2025
34 snips
Jul 21, 2025 
Box CEO Aaron Levie shares his enthusiasm for AI's transformative power in enterprise software, debating its potential as a threat versus an opportunity. Aaron Holmes, a cybersecurity expert, dives into the alarming implications of the recent Microsoft SharePoint hack, stressing the need for robust security measures. The discussion also touches on Figma's impressive IPO prospects and how AI influences market valuations. Together, they explore the evolving landscape of cybersecurity and the balance between innovation and risk.
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AI Boosts Unstructured Data Value
- AI thrives on unstructured data, which enterprises have in abundance in the cloud.
- Bringing AI agents to this data enables automation and querying that was previously impossible.
The AI Data Indexing Dilemma
- Customer data belongs to customers; platforms are stewards for security and value extraction.
- Indexing all data externally is costly; future may favor AI agents querying systems at need.
Separation of AI Logic and Security
- AI agents can't reliably handle sensitive access controls due to error risks.
- Systems of record must maintain deterministic controls separate from AI's non-deterministic processes.