@MenloVentures and @venkyganesan do it again! Who else can pair Jensen Huang, @MazJobrani, @AlexHonnol, QB Alex Smith and Christian McCaffrey all with showing off the future of AI with portfolio companies like @AnthropicAI (I am a client) and @Netlify (I am a client) and @sanalabs (I will be a client very soon)! #MenloCEOSummit2025
@MenloVentures and @venkyganesan do it again! Who else can pair Jensen Huang, @MazJobrani, @AlexHonnold and Christian McCaffrey all with showing off the future of AI with portfolio companies like @AnthropicAI (I am a client) and @Netlify (I am a client) and @sanalabs (I will be a client very soon)! #MenloCEOSummit2025
In making business decisions, I’ve been increasingly asking myself what would it mean to operate the company as if we had started in 2025 in a post-AI world. The enterprise has seen massive technology shifts over the years, from mainframe to PC or offline to online, but I don’t think there’s ever been a moment as big as the shift to AI.
Almost everything about operations will change in an AI-First Enterprise. Internally, the way we think about talent, the leverage that employees get, the kind of long tail work we can finally take on and say “yes” to instead of punt. The expectations for speed of decision making and execution go up in this new world that we’re in. It’s completely true that the employee using AI will outrun the employee not using AI. And everyone needs to be enabled to do this.
It’s also going to shift the products and platforms of most companies. In the case of Box, as a platform that helps companies work with their unstructured data, the opportunities are vast. If we were to start Box today, we wouldn’t think about having a dumb version of the product and a smart version of the product. This ripples through every component of what we build, changing our user experience and value proposition in the process.
And ultimately it has major implications on any company’s business model. Most business models will shift as a result of AI in some fashion — we see it in professional services, media, finance, and many fields. But especially anyone building directly in AI is going to be in the business of selling outcomes to their customers, not just tools. In the past, we could only sell our customer that would *enable* them to get their work done. Now our technology is actually bringing along the labor with it, which dramatically expand the TAM we’re going after, but also the nature of how we sell.
Almost every dimension of business is changing today. It’s by far the most exhilarating time to be in tech, though often it blows my mind how fast it’s moving. Pretty amazing times right now,
Excited to join Greg Skibiski, @bhandly, A.J. DeRosa and Hicham Oudghiri this week in an exciting discussion re: Innovation with Alternative Data. https://t.co/gbdKnsr60q