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Back to The New Startup Playbook | Box CEO Aaron Levie, with Aaron Levie.

Why Will Better AI Models Help Companies More Than Consumers?

Aaron Levie says the next gains from better models land in companies, not in most people's personal lives. A point from Dario at Anthropic makes the split: moving a chemistry model from undergrad level to grad-student level will not change what a consumer asks in Claude. Almost no personal chemistry question needs that jump. The same jump is a large gain for Pfizer and other life sciences companies.

Personal use is already full. His mother's tasks are solved, and she would be fine if GPT-5 were the last model, because she is not inventing a drug. Songs, drawings, and stories for a six-year-old do not need to get better. A law firm is the other case. A contract run through a model can still come back with about 70 mistakes. From here, most of the progress pays off in enterprise work. Consumer products still have room, and that room is a new way to package the experience, not a need for a PhD-level model.

Transcript

The New Startup Playbook | Box CEO Aaron Levie ·

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More from this episode

  1. When Did Aaron Levie Drop Out of College?Aaron Levie dropped out of college in the middle of junior year in 2005, when being 20 and doing a startup was still fairly rare.
  2. Can a 10-person Startup Beat a Company With Hundreds of Employees?Aaron Levie says a three-, five-, or ten-person team can now produce the output of a 50-, 100-, or 200-person team, and that changes how a startup is run.
  3. Why Do Strategy and Taste Matter More Than Coding Speed?Aaron Levie says the premium in a startup has moved off coding speed. Hacking something together used to be the scarce skill.
  4. How Much AI Coding Market Cap Stays With Startups?Aaron Levie is comfortable underwriting a couple hundred billion dollars of market cap in the AI coding space that do not go to incumbents.
  5. What Happens When AI Labor Gets Much Cheaper?Aaron Levie says cheaper AI labor can unlock demand that the old price kept off the market.
  6. Does AI Change Startup Distribution?Aaron Levie says the take might look wrong in five years, and distribution does not change that much with AI.

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