Aaron Levie, CEO & co-founder of Box, joins Azeem Azhar to explore how an “AI-first” mindset is reshaping every layer of Box – from product road-maps to pricing – and what that teaches the rest of us about building faster, smarter organisations.

Timestamps:

(00:00) Episode trailer

(02:04) The "lump of labor fallacy" in sci-fi books

(07:37) When individual productivity gains don’t translate to teams

(12:32) Box’s Friday AI demos

(21:23) How agents might redefine 100 years of management science

(26:37) A lesson on AI innovation from the early days of Ford

(29:52) Sundar Pichai, Satya Nadella, and Sergey Brin are coding again?

(35:16) Pricing in a post-AI agent world

(38:43) Cheaper tokens, heavier usage: AI’s margin math

(43:02) Solving AI’s verifiability problem

(48:24) How Aaron uses AI in his personal life

Aaron's links:

Box: https://www.box.com/
LinkedIn: https://www.linkedin.com/in/boxaaron/
X/Twitter: https://x.com/levie

Azeem’s links:

Substack: https://www.exponentialview.co/
Website: https://www.azeemazhar.com/
LinkedIn: https://www.linkedin.com/in/azhar
X/Twitter: https://x.com/azeem

This conversation was recorded for “Friday with Azeem Azhar”, live every Friday at 9 am PT / 12 pm ET. Catch it via Exponential View on Substack.

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