If I could only follow one person on X, it would be
@levie, CEO of Box.
We sat down to speak about why the REAL economy hasn't felt AI yet, the "model overhang" between capability and adoption, and what founders should actually build now that software is cheap.
00:00 - Cold open: agents use data like people do
01:53 - Is Redwood City the new AI epicenter?
05:18 - 90% of enterprise data is unstructured and was never automatable
07:46 - The model overhang: capability is outpacing adoption
10:35 - Why coding got the fastest AI takeoff
16:24 - Inside Box's agent-first rebuild
19:15 - Headless SaaS: agents will outnumber humans 100:1
25:41 - Model routing + why the applied layer wins, even bitter-lesson-pilled
27:45 - GTM is the new moat
Checkout Navigators, our new pod on Youtube, Spotify, and Apple Podcasts!