Software finally eats services - Aaron Levie
Show Notes
Should the US put a price on H-1B visas, or would that block the flow of new talent? Are AI coding agents actually making teams way more productive, or is it just hype? And in the AI platform shift, will the big winners be incumbents or new AI-native startups?
Erik Torenberg is joined by Box co-founder and CEO Aaron Levie, a16z board partner Steven Sinofsky, and a16z general partner Martin Casado to debate the biggest questions in tech. They unpack pricing vs lottery for H-1Bs and what we’re actually optimizing for, why Box now ships a third of its code from AI, the shift from writing to reviewing code, and why bottom-up personal AI tools succeed where top-down “AI pilots” struggle.
Timecodes:
Introduction
Latest immigration policy and who benefits
Debating the Price on H-1B Visas
Startups vs. Big Tech: Who Benefits from Policy?
Market Dynamics and Wage Impacts
The Lottery System and Startup Challenges
Labor Markets to Labor Productivity with AIs
Startups Achieving 10x Productivity with AI
Early Adopters, Hype, and Measuring Productivity
AI’s Impact on Professional and Creative Work
The Rise of AI-Native Startups
Platform Shifts: Startups vs. Incumbents
Disruption, Incumbents, and New Opportunities
The Future of Work and AI Adoption
Brand Effects and Early Leaders in AI
Will Incumbents or Newcomers Win the AI Race?
Resources:
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Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.
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Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.
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