20VC: Box's Aaron Levie on Predictions for the Next Wave of AI: Will Foundation Models Be Commoditised | How the Business Model of SaaS Changes Forever | Startups vs Incumbents: Who Wins | App vs Infrastructure Layer: Where is the Value?

20VC: Box's Aaron Levie on Predictions for the Next Wave of AI: Will Foundation Models Be Commoditised | How the Business Model of SaaS Changes Forever | Startups vs Incumbents: Who Wins | App vs Infrastructure Layer: Where is the Value?

Aaron Levie is one of the OG founders of the last two decades as the Co-Founder and CEO of Box. Today, Box does over $1BN in revenue with a market cap of $3.85BN, and has raised over $560 million from the likes of DFJ, Andreesen Horowitz, and Coatue.

In Today’s Episode with Aaron Levie We Discuss:

  1. What You Need to Know Entering This AI Wave:

  • Why does Aaron think we are currently in a transformative window in AI?

  • What does Aaron think it takes to be successful in this next wave?

  • Which areas does Aaron think founders should be focusing on today? Where should they not?

  1. AI Adoption: Business Model, Implementation, Regulation.

  • How does Aaron think AI will change how we work & run a business?

  • What does Aaron think is the single biggest obstacle to AI adoption in large organizations?

  • Does Aaron agree with Sarah Tavel @ Benchmark AI companies will be selling work not tools?

  • How does Aaron think AI will change the SaaS business model?

  • Why is Aaron not as worried about AI regulation? What are his biggest concerns today?

  1. The Next AI Breakthrough: AI Agents

  • Why does Aaron believe the next big breakthrough in AI will be agents?

  • How does Aaron think AI agents will change org structures?

  • How does Aaron think agents will differ from RPA? How will RPA companies benefit from AI?

  • What does Aaron think AI agents will look like in five years?

  1. Startups vs Incumbents: Who Wins?

  • What is Aaron’s advice to startups today building against OpenAI?

  • Does Aaron think startups have more advantage in foundational models or the application layer?

  • What advantages do incumbents have? What are their biggest weaknesses?

  • Who does Aaron think are the biggest winners in AI today? Who is underperforming?

  • Why does Aaron think Apple isn’t losing the AI race?

Avsnitt(1354)

20 VC 002: How to become a VC with Kris Jones

20 VC 002: How to become a VC with Kris Jones

In this session of The Twenty Minute VC, I'm so excited to have the opportunity to interview Kris Jones. Kris has enjoyed an amazing career in the technology industry, founding PepperJam, an internet marketing agency in 1999 and later selling it to Ebay in April of 2010. More recently, Kris has made his transition into the Venture Capital Industry through the founding of an early stage technology investment fund, KBJ Capital, which includes portfolio companies Highlighter.com, French Girls App, ReferLocal.com, LSEO.com and many more incredible companies.  In this session you'll learn:  Why Kris decided to make the transition from the Startup ecosystem to the world of Venture Capital. How did it feel for Kris, selling his company to Ebay? What was the most important lesson Kris learnt in the journey from having the idea for PepperJam to being acquired by Ebay? What is the key characteristic a Founder must have? What can an individual do to get employed in the Venture Capital industry. Kris is also a prolific writer here are some of his articles, you can check out! Forbes: 15 Steps to Set Your Company Up for a Successful M&A Mashable: 9 Ways Social Media Marketing Will Change in 2014 Citibank: How to Impress a Potential Investor

13 Jan 201522min

20 VC 001: Guy Kawasaki of Apple, Motorola and AllTop.com

20 VC 001: Guy Kawasaki of Apple, Motorola and AllTop.com

Welcome to the 1st episode of The Twenty Minute VC, on today's show we have Guy Kawasaki, Guy is the Founding Partner of Garage Technology Ventures, a seed & early stage venture capital fund investing in extraordinary entrepreneurs with unique technologies. Previously, he was Chief Evangelist of Apple Inc and an advisor to the Motorala Business Unit of Google. Guy is also the author of many best selling books including the recent best seller, The Art of Social Media: Power Tips for Power Users. In this episode we delve into: Why Guy made the transition into the VC industry? What is the most important aspect for a startup to have? What drives Guy insane about startup founders today? What books Guy gives to aspiring entrepreneurs? What software & apps Guy cannot live without? We then finish on a quick fire round where we discover Guy's thoughts on the future of Amazon, Tesla and whether we really are in the midst of a tech bubble.   All of the products mentioned in todays show can be found at www.thetwentyminutevc.com If you love the show, please do leave a review on the iTunes store and don't forget to subscribe!

13 Jan 201519min

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