Incumbents

Software finally eats services - Aaron Levie

Software finally eats services - Aaron Levie

In a dynamic discussion, experts debate the merits of pricing H-1B visas versus the current lottery system, questioning what the policy should optimize for. They explore the real-world impact of AI on developer productivity, with Box reporting that 30% of its code now comes from AI, and highlight how small, senior teams are achieving superhuman results by shifting from writing code to reviewing it. The conversation also covers why bottom-up, personal AI tools are succeeding where top-down corporate pilots fail, and analyzes the platform shift, arguing that AI-native startups have a unique advantage in a landscape where incumbent scale is being neutralized by AI agents.