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, Co-founder and CEO of Box, dives deep into software valuations and the shifting economics of the tech industry. He discusses the challenges of simplistic valuation metrics and advocates for better frameworks like the 'Rule of 40.' The conversation also tackles Meta's stock surge fueled by AI advancements, the evolving role of CIOs in budget strategies, and the critical need for immigration reform to support innovation. Levie's insights shed light on the future landscape of tech and the importance of retaining global talent.

01:25:07

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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.

Perishable Nature of AI Models

01:22

Metrics That Matter Most in Software Businesses

02:05

The Problem with Rule of X in Valuing Companies

03:30

Challenging the Dominance of Google in the Market

01:46

Intro

4min

Navigating Software Valuations: Growth vs. Profitability

24min

Analyzing Business Success and Market Dynamics

2min

Meta's Momentum and AI Innovations

9min

CIOs Embrace Growth Amid Economic Shift

8min

Navigating Ad Overload

4min

Navigating AI and Tech Dominance

26min

The H1B Visa Debate: Talent and Economic Impact

7min

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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