Aaron Levie

Meta→Commentary

“Zuck is this interesting counterbalance on all of this because of open source. If at any moment you know that Zuck will basically provide an open-source model that is at best-in-class benchmarks and at the frontier, then there is a limit”

Google→Commentary

“you can tell that Google's woken up and they are just on full assault. So I mean, just in 10 days, the quantum, the AI, open source Gemini updates, it's like every morning you're waking up to a Sundar tweet that is some new breakthrough.”

Box→Commentary

“Let me give you a fun stat. We give our customers unlimited storage. We have 82% gross margin. So, so the, the, what, what happened was the price of the underlying storage has gone down by hundreds of times since we started the company. And”