Aaron Levie(@levie):AI agents will use software 100X more than people ever did. Even as interfaces begin to fade into the background as you primarily interact with agents, those agents still need many of the core primitives that people have used. In fact, in many ways these core primitives become even more important when agents can take destructive actions in our systems or where the context they’re accessing with make or break the workflow. This will be true of where you house your CRM or ERP or structured or unstructured data platforms. The platforms that can best act as the security layer and guardrails for agents, manage the data for agents and people, and orchestrate the business logic for workflows have a huge opportunity right now. This is true for brand new startups as well as existing platforms that can move fast enough.

2026.09.22 03:18

AI agents will use software 100X more than people ever did. Even as interfaces begin to fade into the background as you primarily interact with agents, those agents still need many of the core primitives that people have used. In fact, in many ways these core primitives become even more important when agents can take destructive actions in our systems or where the context they’re accessing with make or break the workflow. This will be true of where you house your CRM or ERP or structured or unstructured data platforms. The platforms that can best act as the security layer and guardrails for agents, manage the data for agents and people, and orchestrate the business logic for workflows have a huge opportunity right now. This is true for brand new startups as well as existing platforms that can move fast enough.

TBPN@tbpn

2026.09.22 00:15

Box CEO @levie says AI has been “unequivocally” a net positive for software. “You look at infrastructure providers—the Cloudflares of the world—totally on fire, because agents need sandboxes, they need compute, they need network, they need gateways. Great business.” “For us, we have reaccelerated growth far past our internal plans because it turns out that enterprises need core systems to be able to manage their unstructured data.” “Agents need to be able to work with that unstructured data to make decisions or move information through a workflow—whether it’s all of your contracts, your research materials, marketing assets, or financial documents.” “Now imagine an enterprise with 10,000 employees. How do you ensure that those agents continue to go after the actual canonical records, the actual documents that are the real sources of truth and the authoritative versions of that data?” “That means you need platforms.” “And all of that is creating more value for these platforms.”

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