Box CEO: AI agents will use software 100X more than humans, reshaping enterprise platforms
_AustinCalvert_ · x · 2026-09-22
Box CEO Aaron Levie argues AI agents will use software 100X more than people ever did, and that core enterprise primitives become even more critical as agents take destructive actions and depend on context.
- Infrastructure providers like Cloudflare are "totally on fire" because agents need sandboxes, compute, network, and gateways.
- Box has reaccelerated growth past internal plans as enterprises need core systems to manage unstructured data—contracts, research, marketing assets, financial documents—that agents must work with.
- The big opportunity: platforms that serve as the security layer and guardrails for agents, manage data, and orchestrate business logic—whether new startups or fast-moving incumbents.
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