BG2Pod with Brad Gerstner and Bill Gurley

BG2 with Bill Gurley, Brad Gerstner & Aaron Levie | Software Valuations, Earnings, AI, Immigration & More | E02

Feb 8, 2024

Aaron Levie, Box Co-Founder & CEO, joins Brad Gerstner and Bill Gurley in a discussion on software valuations, public markets earnings, AI, legal immigration, and the potential limitations and advancements of AI systems. They also explore the journey of Box, investment in Snowflake, product market fit, CIO decision-making, Google's advertising model, and the use of capital as a weapon of economic destruction.

01:25:07

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Episode guests

Aaron Levie

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Quick takeaways

The traditional search model of Google may face disruption as AI-powered models gain popularity, requiring changes to the user interface and potentially the business model.

Amazon and Microsoft's strong growth in cloud software indicates a potential for further growth in the multi-trillion dollar market, especially with the integration of AI workloads.

The extraneous valuation model in venture capital, driven by non-economic actors like SoftBank, may create a dangerous dynamic in the market and lead to a need for correction.

Deep dives

The challenges of transitioning to AI

Google faces an innovator's dilemma as it transitions from the traditional search model to AI-powered answers and actions. The current advertising-based business model may be at odds with the future of AI. Navigating user behavior and interface changes may be a challenge.

Advantage of Incumbents in AI by Leveraging Customer Data and Workflows

01:23

Rule of 40 Importance in Evaluating Companies

01:15

Embrace Studying Other Businesses for Success

01:00

Unleashing AI Potential through Cost Efficiency

01:54

Introduction

4min

Valuation and Multiples of Software Companies

17min

Investment in Snowflake and Valuation Dynamics of Software Companies

2min

Product Market Fit and Sustaining Growth

16min

Views on CIOs, Investment Decisions, and Government

3min

The Innovator's Dilemma: Google's Advertising Model in the Age of AI

15min

The Potential Problems in the Industry

15min

The Limitations of AI Systems and the Importance of Advancements in Personal Assistant Technology

12min

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week we are joined by Box Co-Founder & CEO, Aaron Levie. They discussed software valuations, public markets earnings, all things AI and legal immigration. Enjoy another Episode of Bg2.

Available on Apple, Spotify, www.linktr.ee/bg2pod

Follow:

Brad Gerstner @altcap https://twitter.com/altcap

Bill Gurley @gurley https://twitter.com/bgurley

Aaron Levie @levie https://twitter.com/levie

BG2 Pod @bg2pod https://twitter.com/BG2Pod

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