The diffusion of AI capability is going to take longer than people in Silicon Valley realize.

It's just absurd to think you're going to vibe code your way to like SAP.

All of that domain knowledge, it's not just represented in some well-orchestrated data layer.

The engineering compute budget conversation is going to be the most wild one in the next couple of years.

The biggest problem right now is everybody is trying to figure out the economics of all of this.

When they're off by at least an order of magnitude on how big the opportunity is.

If you have 100 or a thousand times more agents than people, then your software has to be built for

agents. People in the abstract say things like, now you're marketing to agents, you're like an API, you've got a good idea.

I actually think that's almost exactly wrong.

Wow. This is breaking podcast news.

Every major technology wave promised to eliminate the middleman.

Marketplaces would dismantle hotels.

SAS would replace on-premise.

But the taxi medallion was the only real casualty. The layers persisted because they encoded organizational logic, not just software logic.

Now, agents are arriving, and the assumption is the same.

They will flatten everything.

But the first enterprise teams deploying agents at scale

are discovering something different. Agents do not want simpler systems. They want better ones.

They choose backends based on durability, cost parameters, and reliability, not interface polish.

The question for every software company is no longer whether to support agents,

but what it means when agents outnumber employees 1,000 to 1.

I speak with Aaron Levy, CEO at Box,

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