Maybe the AI bulls are right: We are early innings in the AI boom, and bubble fears are way overblown. Sometimes, all it takes to understand a thesis is to see it written out. So thank you, Box (BOX) co-founder and CEO Aaron Levie, for doing just that. "The compute needed for the stage of AI we're about to enter is going to be insane. Personal agents, agent swarms defending enterprises, agents that review all of our code for security issues, agents that process nearly all enterprise data in workflows, background agents working on tasks 24/7, and on and on," Levie said in a new X post.
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