Sep 15, 2026

Box's Aaron Levie: On Reinventing Yourself in the AI Age and Enterprise Diffusion

Aaron Levie, CEO of Box, details his company's successful pivot to AI, emphasizing the critical role of application companies in bridging raw model capabilities to complex enterprise workflows. He argues that significant value will accrue to "applied AI" solutions that understand domain-specific needs, can handle intricate data permissions, and build specialized agents, rather than relying solely on foundational models. Levie shares insights on the economics of tokens, the rise of open-weight models, and why AI diffusion in coding differs from other knowledge work, predicting that 90% of enterprise tokens will soon be consumed by non-human initiated tasks.

Jun 26, 2026

How Warp Went From YC to a $60M Series B

Warp founder & CEO Ayush Sharma discusses building an AI-native employee management platform in a competitive market, detailing how "unsexy" payroll problems became a powerful wedge and why AI fundamentally shifts enterprise software development. He explains what "AI-native" means for product architecture and company structure, the advantage it gives technical founders, and Warp's vision for "systems of intelligence" to empower customers with AI agents for complex HR workflows.

Jan 19, 2026

Why The AI Era Is Unlike Any Technology Shift Before

The a16z AI Apps team outlines their investment framework for the current AI application cycle, which they see as the fastest product shift in software history. They detail three core themes for building defensible businesses: AI-native software for greenfield markets, applications that replace labor by owning entire workflows, and "walled garden" businesses built on proprietary data moats.

Dec 26, 2025

How AI Will Reshape The Economy In 2026 (a16z Big Ideas)

Experts from a16z outline three transformative ideas for 2026. Ryan McEntush discusses the rise of the 'electro-industrial stack' and the critical need for the U.S. to build a supportive industrial ecosystem. Angela Strange explains why financial services are at a tipping point, with AI-native platforms set to replace legacy systems, unify data, and create 10x winners. Sarah Wang predicts the emergence of a 'dynamic agent layer' that will overtake traditional systems of record by collapsing the gap between user intent and execution.

Dec 26, 2025

How AI Will Reshape The Economy In 2026 (a16z Big Ideas)

Experts from a16z forecast three major AI-driven shifts for 2026. Ryan McEntush discusses the rise of the 'electro-industrial stack' and the need for a U.S. ecosystem to power modern industry. Angela Strange explains how financial services are at a tipping point, with AI-native platforms unifying data to unlock massive efficiency gains. Sarah Wang predicts that a 'dynamic agent layer' will overtake traditional systems of record, fundamentally changing enterprise software by directly translating user intent into action.