State of Enterprise AI 2026: @levie on Tokenmaxxing, The Rise of Headless, and AI-Proofing Your Job
00:00 Intro
01:18 Silicon Valley engineering vs. everyone else
05:35 Are enterprise CIOs actually bullish on AI?
08:51 Tokenmaxxing & why your AI bill is about to explode
11:34 The myth of falling token costs and AI spend escaping IT budgets
17:37 The $5B startup hiding in AI compute
18:14 The mosaic of models inside every enterprise
21:28 Why coding works and the rest of knowledge work doesn't
25:53 The Bob and Sally problem: access control breaks agents
30:31 Will enterprise AI really take 10 years to roll out
32:24 The capability overhang: why faster models slow diffusion
34:23 Data is the bottleneck (it always was)
39:02 The rise of internal forward-deployed engineers
41:23 Why the AI doomers are wrong about jobs
43:43 Headless software is inevitable
46:14 What replaces per-seat pricing
47:37 How Box itself is going headless
49:42 How the org chart actually evolves
1:00:33 Future-proofing yourself as an enterprise employee
1:06:40 Are we all just going to work for OpenAI and Anthropic?
1:07:11 Where startups can still win as the labs move up
