Box CEO Aaron Levie: Strongly held AI beliefs have a 6-month half-life
jdjohnson · x · 2026-08-29
Box CEO Aaron Levie argues that the average strongly held belief in AI today has a half-life of 6 months at best. He lists a long set of positions the industry has cycled through with no settled consensus:
- OSS is too far behind to catch up
- The labs can't be profitable at scale
- All software will be replaced by agents
- You can't build moats on top of models
- Cheaper models will mean less compute
- You don't need evals
- RAG is dead
- AI will decimate engineering jobs
- Prompting won't matter in the future
- We've hit a training wall
- Frontier models are too dangerous to release
His takeaway: stay flexible in your thinking, because the industry will keep changing constantly. The quoted @jaltma adds that in this AI cycle nobody knows what they're talking about — even very smart, plugged-in people keep reversing opinions and re-reversing them three months later.
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