AI Empowers Experts, Not Replaces Them
At least based on the path we’re on right now, AI will be best harnessed by people who understand the domain they’re working in (or problem they’re trying to solve). And thus, AI will ultimately augment how we work vs. replace it. With even a small and decreasing hallucination or error rate, you are ultimately bottlenecked by your ability to give AI agents the right context to work with, review the output of AI, and incorporate its work into a broader set of tasks. The people who understand their field the best, and have high judgment, are in the best position to do this over non-experts. A non-expert can learn about new solutions to problems, prototype ideas faster, get quick answers to questions, or become an expert far faster if motivated. But the experts will be able to actually produce full work faster because they will know how to veer an agent on the right track, how to review what work is wrong and how to fix it, and so on. This is also why it’s too early to claim what job sectors will be overwhelming different in the future. It’s still much better to go very deep in a field and become an expert at a category of work. The best lawyers, engineers, scientists, marketers, or designers will be the ones that get the most leverage from these tools in the future.
Q3 Revenue Hits $301M, AI Drives Growth
We just announced our Q3 earnings yesterday, delivering revenue of $301 Million and non-GAAP operating margins of 28.6% in the quarter, and we guided for the full year to come in at approximately $1.175 billion in revenue. A huge thanks to...
Stop Rebuilding ERP; Use AI to Build New Capabilities
“Every hour spent recreating Salesforce or Workday is an hour not spent building the proprietary capabilities that actually move the business forward.” This is one of the more essential reason why most companies are not going to have AI clone their...
Cheaper Development Spurs Competition, Not Commercial Software Value
Lowering the cost of building software does not change the fundamental value proposition of commercial software. Commercial software means that you get a dedicated organization that is accountable to running your tech, keeping your tech up to date with the...
AI Agents Turn Scarce Tasks Into Abundant Capabilities
On a daily basis there are new examples of AI agent use-cases that a company didn’t do previously because it was too expensive or impractical to scale. The economic impact of AI agents will be that we will, en masse, take...
Opus 4.5 Delivers 20‑Point Reasoning Leap In
We ran our latest Box AI advanced reasoning eval on Opus 4.5 with medium and high effort and saw a 20 percentage point boost over Opus 4.1. What’s insane to think about is Opus 4.1 came out just 3 months...
AI Boosts Skills, Not a Reason to Skip Learning
AI agents are a force multiplier for your skill level in any particular field. This is why the argument of “don’t learn engineering because of AI” is bogus. This will basically be true in most areas of work. Those that...
AI Boosts Coding, but Human Prompting Remains Essential
It’s clear that AI agents are going to get better and better at coding. We’re going to be able to give them much bigger tasks, and reviewing that work will get easier and easier over time (both due to reliability,...
AI Agents Unlock Solutions We Couldn’t Scale Before
The vast majority of AI use will be for things we don’t even do today. The real impact of AI agents will be that we can affordably solve problems that we couldn’t solve before, lower the cost of needed services...
GPT-5.1 Doubles Speed, Boosts Extraction Accuracy
We've been testing Box AI with GPT-5.1 for the past week to compare it to GPT-5 for enterprise content use-cases. It's a very strong upgrade from GPT-5. It's super fast, performing ~2X (or more) faster on our tests on long documents...
Future Software Must Serve AI Agents, Not Just Humans
The tools that work better for agents will increasingly be the more successful ones because over time we’ll have 1,000X more agents than people using software. Software has always been built for people. But people do tasks one step at a...
Design SaaS for Human Managers of Massive AI Agents
SaaS + AI Agents are the best combination for the future of software. You need deterministic systems for handling workflows, security, governance, data management, and providing consistent end-user interfaces that users interact with. But Agents will be doing most of...
Enterprise AI Agents Must Be Domain Specialists, Not Generalists
Despite some of the popular fears that all AI agent use-cases could get sucked into a single platform, I'd argue the other side of this for the enterprise. AI agents, possibly more than any prior era of tech, need to...
AI Agents Will Unlock Work Humans Never Could Do
In 5 years from now, probably 95% of the tokens used by AI agents will be used on tasks that humans never did before. I just met with about 30 enterprises across 2 days and a dinner, and some of...
AI Agents Thrive on Better Data Retrieval and Compute
Many AI agent problems are really just information retrieval problems. If the agent has a better way to find and comb through data performantly, you will get far better results. Compute is fungible so you can use it during indexing...
AI Accesses Enterprise Docs via Box MCP Server
Here’s a great use case for the Box MCP server. You can now have any documentation, product specs, or any other best practice documents inside Box accessible to coding agents. We used to keep knowledge either in our heads or trapped...
AI Agents Unlock 10‑100× Productivity, Enabling Any Project
This is obviously an extreme example of the productivity gains with AI agents. We can debate the numbers on this. Maybe it’s 10X or 100X vs 1000X, but the direction is correct. What’s going to happen is we’ll just completely...
AI Agents Unlock Unlimited SaaS Consumption for Enterprises
This is a great anecdote from Atlassian. The fear everyone was that AI agents would somehow compress the role of enterprise software. Generally the opposite will be true, assuming the software company executes effectively (either startups or existing players). Enterprise...
AI Supercharges Product Prototyping, Boosts Ideation Speed
Seeing more and more product managers use AI for showing functional product prototypes. It’s accelerating the ideation phase of a product by probably 5-10X. Partly this is because you can show off an idea much more quickly, which gets the...
AI Boosts Coding, but Design Decisions Become New Bottleneck
Another example of the unexpected changes of work due to AI agents is that we will start to see new bottlenecks emerge that we didn’t predict before. In a world where AI agents make engineers 2-3X more productive, the new...
Small Firms Reap Bigger AI ROI by Redesigning Workflows
Interesting data from Wharton showing that 75% of companies see a positive ROI on AI investment. But what’s more fascinating, and revealing, is the delta between companies that are $2B in revenue. Much higher rates of seeing significant gains and...
AI Makes Cheap Tools, Reshaping Jobs Beyond Automation
“Many of the projects I do with Claude day to day I just wouldn't have done at all pre-Claude.” One of the underestimated impacts of AI agents will be the fact that work will just change in unexpected ways because we’ve...
Enterprise AI Adoption Lags, Unlocking Massive Opportunity
While this may be a more extreme exaggeration, there is a substantial capability overhang in the form of things that AI models can do but have not been uniformly adopted for yet. When I talk to enterprises, it’s clear that most...
AI Productivity Gains Require Upfront Workflow Redesign
There is a wide gulf between those getting major productivity gains from AI agents and those that don’t. The difference comes down to being willing to do the work up front to make the agent effective by giving them the...
AI Democratizes Skills, Sparking a Specialization Showdown
One big effect of AI agents is that they take previously scarce resources and skills and make them abundant and available to everyone. As a consequence, you can “self-serve” many more of the hard problems that you used to have to...
AI Agents Revolutionize Corporate Knowledge with Multi‑Source Reasoning
AI Agents will completely transform how we interact with corporate knowledge by applying reasoning across multiple data sources. Here's an example of ChatGPT's new knowledge feature to pull information from Box and Gmail to combine it an answer a question....
AI's Next Phase: Industry‑Specific Agents Boost Real‑World Work
We’re going to enter a new phase of AI where the average consumer may not perceive a huge difference in any one model upgrade, but specific industries will feel significant improvements occur. The next phase of AI be about making models...
Coding's Text Nature Makes AI Agents Thrive Faster
One critical point made by Karpathy on the Dwarkesh podcast was about the difference between AI coding agents and the rest of knowledge work. It’s clear that AI agents in coding have taken off extremely quickly. There are many reasons...
AI Agents Thrive When Paired with Contextual SaaS Platforms
The latest Karpathy podcast was actually laying out the bull case for AI agents + SaaS. We know that we’re years away from a “magical” superintelligence that will do anything and everything for us. What we have right now, increasingly,...
AI Reshapes Job Roles, Not Just Speeds Tasks
The issue that we’re going to have in predicting the future of jobs is that those predicting things don’t have any way of measuring (in advance) the fact that job requirements will just change over time because of AI agents....
Domain‑Specific AI Agents Accelerate Enterprise Adoption
Having talked to hundreds of IT leaders over the last year alone, it’s clear we have a capability overhang where the current AI models are already very good at solving many problems that haven’t been adopted yet. The biggest hurdles generally...
AI Agents Now Create Polished PowerPoints From Raw Data
As AI agents get better at computer and tool use, or writing code on the fly for a task, we're going to be able to solve much broader domains of knowledge work. Here's an example of Box AI with the...
AI Agents Compress Software Development Cycles to Hours
So many of our traditional workflows and processes for building software will be rebuilt because of AI agents. For instance, when building new features using an AI agent, it’s a wild because you basically will evolve the product’s requirements and spec...