Box CEO Aaron Levie says the next major tech winners will be defined by who can make AI agents usable at scale.
In a new post on X, Levie says enterprise adoption of AI agents is still hard enough that only a small number of teams will succeed in simplifying it for the broader market.
Levie highlights that the technical friction acts as a natural filter, concentrating value among the companies that can abstract complexity away from end users.
“Getting AI agents working for enterprises is not easy. And this is exactly why there’s so much opportunity right now. Today, the tech is just hard enough to get working right, which means only a relatively small number of teams and companies in total will make this simple enough for the world to adopt.”
Because of that imbalance, Levie describes AI agents as a structural advantage for builders who move early and execute well.
“So you basically have a cheat code if you’re building AI agents because we know exactly how this will play out.”
He compares the current moment to previous platform shifts that reshaped the technology landscape, where winners were defined not by raw capability but by accessibility.
“The winners of the internet brought powerful web services to the masses. The winners of SaaS did the same for infrastructure and software. The same will be true for AI agents and knowledge work.”
He notes that the shift is rare and foundational, saying that architecture changes of this magnitude happen infrequently and tend to produce outsized winners.
“Architecture shifts at this level only happen every decade or two. And this will likely be the biggest one we’ve ever seen in tech.”
Earlier this month, tech titan Google said that 2026 will mark the shift for AI agents transitioning from assistant to end-to-end executor of tasks. According to Google, AI agents now have the capabilities to understand a goal, develop multi-step plans and collaborate with each other with human oversight.
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