Fun conversation on the future of agents and the implications for software, data, chips, jobs, and everything else
amit@amitisinvesting
Sat down with Aaron Levie, CEO of Box, to discuss where AI agents are going, how agentic workflows are transforming software, why agents will require much more memory, and how token budgets for enterprises are evolving.
Thank you @levie for taking the time!
00:00 - Intro 01:30 - Where are we in AI 06:25 - The Role of Agents in Software 11:40 - The Role of Memory for Agents 14:45 - TokenMaxxing 24:54 - Why Are There AI Doomers? 31:50 - Aaron's Take on Nvidia
6:36 PM · Jun 29, 2026 · 1.4K Views