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.” ▻