Software finally eats services - Aaron Levie

2025-09-24 · 60 min · episode 931 · 15 entities

episode page audio

Asserted relationships

→ references Martin Casado person

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Link in episode "Software finally eats services - Aaron Levie": https://x.com/martin_casado
→ references A16z Podcast podcast

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Link in episode "Software finally eats services - Aaron Levie": https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711
→ hosted by Andreessen Horowitz person

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Feed author/publisher: Andreessen Horowitz
→ discusses Science concept

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→ discusses Technology concept

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→ discusses Business concept

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→ discusses Entrepreneurship concept

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Feed category: Entrepreneurship
→ hosted by a16z company

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Feed author/publisher: a16z

Entities found in this episode

concepts 8

mentioned Science concept

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Feed category: Science
mentioned Technology concept

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Feed category: Technology
mentioned Business concept

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Feed category: Business
mentioned Entrepreneurship concept

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Feed category: Entrepreneurship
discusses Science concept

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evidence rules-v4
Feed category: Science
discusses Technology concept

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Feed category: Technology
discusses Business concept

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Feed category: Business
discusses Entrepreneurship concept

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Feed category: Entrepreneurship

persons 4

mentioned Martin Casado person

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evidence rules-v4
Link in episode "Software finally eats services - Aaron Levie": https://x.com/martin_casado
references Martin Casado person

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evidence rules-v4
Link in episode "Software finally eats services - Aaron Levie": https://x.com/martin_casado
mentioned Andreessen Horowitz person

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evidence rules-v4
Feed author/publisher: Andreessen Horowitz
hosted by Andreessen Horowitz person

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evidence rules-v4
Feed author/publisher: Andreessen Horowitz

podcasts 2

mentioned A16z Podcast podcast

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evidence rules-v4
Link in episode "Software finally eats services - Aaron Levie": https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711
references A16z Podcast podcast

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evidence rules-v4
Link in episode "Software finally eats services - Aaron Levie": https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711

companys 1

hosted by a16z company

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evidence rules-v4
Feed author/publisher: a16z

Episode description as stored

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: 0:00 Introduction 1:07 Latest immigration policy and who benefits 1:39 Debating the Price on H-1B Visas 2:11 Startups vs. Big Tech: Who Benefits from Policy? 2:31 Market Dynamics and Wage Impacts 3:44 The Lottery System and Startup Challenges 12:25 Labor Markets to Labor Productivity with AIs 14:47 Startups Achieving 10x Productivity with AI 16:43 Early Adopters, Hype, and Measuring Productivity 33:50 AI’s Impact on Professional and Creative Work 37:56 The Rise of AI-Native Startups 40:58 Platform Shifts: Startups vs. Incumbents 42:12 Disruption, Incumbents, and New Opportunities 53:00 The Future of Work and AI Adoption 54:38 Brand Effects and Early Leaders in AI 55:22 Will Incumbents or Newcomers Win the AI Race? Resources: Find Aaron on X: https://x.com/levie Find Steven on X: https://x.com/stevesi Find Martin on X: https://x.com/martin_casado Find Erik on X: https://x.com/eriktorenberg Stay Updated: If you enjoyed this episode, be sure to like, subscribe, and share with your friends! Find a16z on X: https://x.com/a16z Find a16z on LinkedIn: https://www.linkedin.com/company/a16z Listen to the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYX Listen to the a16z Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711 Follow our host: https://x.com/eriktorenberg 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. Stay Updated: Find a16z on YouTube: YouTube Find a16z on X Find a16z on LinkedIn Listen to the a16z Show on Spotify Listen to the a16z Show on Apple Podcasts Follow our host: https://twitter.com/eriktorenberg 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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.