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Aaron Levie on why he thinks AI Doomers are WRONG about job replacement Aaron Levie laid out his bullish stance on AI: -- 90% new work creation 📈 -- 10% job replacement 🤖 "Most of our conversations with customers are, when they have AI agents, they can now go... and actually deliver work in areas that would've been unaffordable previously." "In the Valley, unfortunately, we've been co-opted somewhat with a little bit of a doomer mindset in some areas." "And we think of then AI as, like, 'It's all fixed pie, it's gonna replace things.'" "And on the ground with large enterprises, the vast majority of the use cases are, it's the ability to finally review the contracts that we never got around to reviewing." "It's the ability to finally automate an invoice process that we never did." "It's the ability to go in and just create marketing campaigns in every language that we never got around to." "So I think that'll probably be actually like 90% of the usage of AI in the future will be things that if we look back and we snapped the line right now, and we said this is what knowledge work is today." "90% of AI usage will be things that we don't do today." "I don't like the word replace because I think most of the upside is actually gonna be for companies that now deploy labor at things that they wouldn't have deployed labor at before."show more

The All-In Podcast

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11 Comments

ND1 year ago

@levie Kamala voter looking for an exit for their product nobody needs

AskLex.ai1 year ago

Have AI answers to legal questions reviewed by a real lawyer instantly.

kohl1 year ago

@levie it seems like a client with MCP support is real threat to Box. Especially as clients mature and agents can replace the Box application layer logic.

Priyanshu Jha | System Guy1 year ago

@levie Love this take, AI’s not stealing jobs, it’s clearing the runway for better ones. Efficiency opens doors, not exits.

dan1 year ago

@levie Yes, new jobs will be created. No, the # of new jobs won't make up for the # of jobs lost. No, the avg person will not have the creativity to do something better than a smart person + AI. A lot of ppl are gonna be unemployable.

David Norman1 year ago

@levie There’s a big unexplored universe out there. The idea we’ll run out of things to do is absolutely insane to me.

Surf Panther1 year ago

@levie The things we are going to discover are going to give us so many things to build that's going to wreck your brain. I mean look at my profile, I can't disprove anything I've done at this point and neither can anybody else

Robert Devine1 year ago

@levie The 90% captured at-scale in the expensive amortized steps - may more aptly describe enterprise context to drive down costs for previously 'unaffordable' or even better 'unsustainable' process improvement road maps. @JNJNews @JNJInnovation @Box @levie @theallinpod @_smartgxp

Kylie1 year ago

@levie I understand why @levie was roasted in the comments. His take of everything being made in America is “communism” is very distasteful. We are Americans, we love America, why wouldn’t you want to invest and buy products here if the government deregulated?

Prediction1 year ago

@levie The bigger question is, even if AI do replace jobs and put many people out of the payroll, why is that a legit reason to object to the adoption of AI? Our society hold no moral responsibility for those whose productivity have been made obsolete.

PN1 year ago

@levie I’ve been listening to @theallinpod since the beginning and appreciated the good natured and well informed debates that challenged my thinking. In recent months though it has become virtually unlistenable due to obvious tension and increasing polarization of the besties. Sad

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21,828 views • 6 months ago

In just 3 minutes, Ken Griffin (Citadel) & Larry Fink (BlackRock) explain the current state of government overspending, AI hype, & 2026 $600B data center CapEx "The world needs a savior, & the hope is that AI is the savior that we need for productivity." "The the area of recklessness is the spending of governments around the world, who are all, with little exception, all spending well beyond their means." Big issue: "Will AI create the productivity acceleration that is honestly just hoped for in Washington & in the halls of government around the world as a ways to overcome the profligate spending that we're currently engaged in?" Citadel BlackRock World Economic Forum . . . Ken Griffin "Let's take a step back and and talk about where we are right here right now. The the area of recklessness is the spending of governments around the world, who are all, with little exception, all spending well beyond their means. That's the recklessness of this moment in history. This is not a parallel to the 1920s in terms of the recklessness of the of the private capital markets. It's a story of the recklessness of government spending. Within the private sector there's a huge question as to where AI will take us. And I, I was carefully taking notes and listening to what Larry has to say, or to what Madame Lagarde has to say, because this is one of the big issues of our moment. Will AI create the productivity acceleration that is honestly just hoped for in Washington and in the halls of government around the world as a ways to overcome the profligate spending that we're currently engaged in? The world, the world needs a savior, and the hope is that AI is the savior that we need for productivity. And the challenge with this is it is, it may or may not be. We just don't know yet. Now there's a tremendous amount of hype around AI, and in some sense the large AI companies need to create that hype to raise the tens — or actually 100, hundreds of billions, right — of billions of dollars of investment that are going into the field. Like you wouldn't be able to raise hundreds of billions of dollars. We'll spend — and Larry can probably correct me on this — but roughly $600 billion this year in cap ex for data centers in the United States. Larry Fink "I think it could be larger." Andrew Ross Sorkin "But does that mean that it's getting hyped up too much, or it's just the the hype is required as a sales mechanism?" Larry Fink "First of all, so much of the data centers are being built for cloud, right? And and the big issue is gonna be in terms of monetization of of of the spend. The data centers are being built for AI requires more advanced chips. The question is what is the lifetime of that chip. If we have new technological changes in the lifetime of the chip in one year, then that spend is gonna be really a bad spend. If the lifetime as they expect it to be is 4 or 5 years and then those chips can be used for cloud, then then I think these investments are gonna prove to be good investments. So I think it's it's gonna be — you know, if the speed of technology changes and all these investments now, they're gonna be — it's gonna be a challenge. But I agree with Ken. I think we don't know enough, but I'm personally very optimistic on how AI is gonna affect the world economy."

In just 3 minutes, Ken Griffin (Citadel) & Larry Fink (BlackRock) explain the current state of government overspending, AI hype, & 2026 $600B data center CapEx "The world needs a savior, & the hope is that AI is the savior that we need for productivity." "The the area of recklessness is the spending of governments around the world, who are all, with little exception, all spending well beyond their means." Big issue: "Will AI create the productivity acceleration that is honestly just hoped for in Washington & in the halls of government around the world as a ways to overcome the profligate spending that we're currently engaged in?" Citadel BlackRock World Economic Forum . . . Ken Griffin "Let's take a step back and and talk about where we are right here right now. The the area of recklessness is the spending of governments around the world, who are all, with little exception, all spending well beyond their means. That's the recklessness of this moment in history. This is not a parallel to the 1920s in terms of the recklessness of the of the private capital markets. It's a story of the recklessness of government spending. Within the private sector there's a huge question as to where AI will take us. And I, I was carefully taking notes and listening to what Larry has to say, or to what Madame Lagarde has to say, because this is one of the big issues of our moment. Will AI create the productivity acceleration that is honestly just hoped for in Washington and in the halls of government around the world as a ways to overcome the profligate spending that we're currently engaged in? The world, the world needs a savior, and the hope is that AI is the savior that we need for productivity. And the challenge with this is it is, it may or may not be. We just don't know yet. Now there's a tremendous amount of hype around AI, and in some sense the large AI companies need to create that hype to raise the tens — or actually 100, hundreds of billions, right — of billions of dollars of investment that are going into the field. Like you wouldn't be able to raise hundreds of billions of dollars. We'll spend — and Larry can probably correct me on this — but roughly $600 billion this year in cap ex for data centers in the United States. Larry Fink "I think it could be larger." Andrew Ross Sorkin "But does that mean that it's getting hyped up too much, or it's just the the hype is required as a sales mechanism?" Larry Fink "First of all, so much of the data centers are being built for cloud, right? And and the big issue is gonna be in terms of monetization of of of the spend. The data centers are being built for AI requires more advanced chips. The question is what is the lifetime of that chip. If we have new technological changes in the lifetime of the chip in one year, then that spend is gonna be really a bad spend. If the lifetime as they expect it to be is 4 or 5 years and then those chips can be used for cloud, then then I think these investments are gonna prove to be good investments. So I think it's it's gonna be — you know, if the speed of technology changes and all these investments now, they're gonna be — it's gonna be a challenge. But I agree with Ken. I think we don't know enough, but I'm personally very optimistic on how AI is gonna affect the world economy."

Molly O’Shea

33,210 views • 5 months ago

Chamath: Frontier AI Leaders “Created a Total F*cking Mess” Short-sighted fearmongering and immaturity from frontier AI leaders has created deep mistrust, threatening AI’s potential as an open engine of economic mobility. That mistrust gives hyperscalers the chance to position themselves as trusted gatekeepers, using KYC, audit trails, and compliance infrastructure to turn AI into an oligopoly. Chamath Palihapitiya on the All-In Pod: “I think the leaders of the frontier labs leave a lot to be desired. I think what we're seeing is a consistent pattern of evasiveness and immaturity, and I think that does a huge disservice to the entire movement of AI. The key to a vibrant life is rooted in economic mobility, and I think AI is the grand leveler. It is the thing that can enable everyone to have unique amounts of economic mobility because they are unencumbered to figure out what their upper bound is. And against that backdrop, we have to live in this constant doomerism, hype cycle, naivety, and I think it holds us back. How does it hold us back? Tactically, number one, it creates mistrust. I think that Silicon Valley was already decaying in the prestige that it held in American society. We built important things. Then we veered away from that, and we started building less important things. And now we're at a point where we've potentially started to rebuild important things again, but we have this veneer of negativity and mistrust that are created in large part because we just cannot get our sh*t together. And the leaders of the frontier labs are public enemy number one. Number two, I think what it creates, which I think is bad, but what it creates is an incredible opportunity for the hyperscalers. And the very simple opportunity is to convince governments all around the world, not just America, that they should be the gatekeeper. A: You can't trust these guys. B: These models are all over the place. C: Let us be the ones that provision them to the world. We will wrap it in KYC. I've been now talking about KYC for a while, right? Who are these customers? Do they have identification? Why are they allowed to run these models? What are they prompting? Let's keep them so that there's an audit trail. All of these things are going to become issues. The Frontier Lab folks made it an issue because of how they've handled all of this up until now. And what does that create? Now that creates an oligopoly for AI, the most powerful economically leveling instrument we've ever seen in the hands of maybe a handful of hyperscalers, who by the way, would make an incredibly compelling argument, and they would be right. And the only counterfactual to it would be, ‘Well, trust us, guys, it should actually be much more open and in a far more distributed environment.’ Can you imagine the cost and the complexity if you ask the neoscaler to build the same robust KYC or the same VPC infrastructure that Amazon and Microsoft and Google have spent decades investing trillions of dollars in? It's an impossibility, Jason. So you can take all of those datacenters off the map. You can take all of the neoscaler market off the map. All of this was preventable. So instead of a diverse, robust, open ecosystem giving a tool that is the fundamental unlock for humans, we are now going to debate gatekeeping and duopoly versus oligopoly. They have created a total f*cking mess, and it's a shame.”

Chamath: Frontier AI Leaders “Created a Total Fcking Mess” Short-sighted fearmongering and immaturity from frontier AI leaders has created deep mistrust, threatening AI’s potential as an open engine of economic mobility. That mistrust gives hyperscalers the chance to position themselves as trusted gatekeepers, using KYC, audit trails, and compliance infrastructure to turn AI into an oligopoly. Chamath Palihapitiya on the All-In Pod: “I think the leaders of the frontier labs leave a lot to be desired. I think what we're seeing is a consistent pattern of evasiveness and immaturity, and I think that does a huge disservice to the entire movement of AI. The key to a vibrant life is rooted in economic mobility, and I think AI is the grand leveler. It is the thing that can enable everyone to have unique amounts of economic mobility because they are unencumbered to figure out what their upper bound is. And against that backdrop, we have to live in this constant doomerism, hype cycle, naivety, and I think it holds us back. How does it hold us back? Tactically, number one, it creates mistrust. I think that Silicon Valley was already decaying in the prestige that it held in American society. We built important things. Then we veered away from that, and we started building less important things. And now we're at a point where we've potentially started to rebuild important things again, but we have this veneer of negativity and mistrust that are created in large part because we just cannot get our sht together. And the leaders of the frontier labs are public enemy number one. Number two, I think what it creates, which I think is bad, but what it creates is an incredible opportunity for the hyperscalers. And the very simple opportunity is to convince governments all around the world, not just America, that they should be the gatekeeper. A: You can't trust these guys. B: These models are all over the place. C: Let us be the ones that provision them to the world. We will wrap it in KYC. I've been now talking about KYC for a while, right? Who are these customers? Do they have identification? Why are they allowed to run these models? What are they prompting? Let's keep them so that there's an audit trail. All of these things are going to become issues. The Frontier Lab folks made it an issue because of how they've handled all of this up until now. And what does that create? Now that creates an oligopoly for AI, the most powerful economically leveling instrument we've ever seen in the hands of maybe a handful of hyperscalers, who by the way, would make an incredibly compelling argument, and they would be right. And the only counterfactual to it would be, ‘Well, trust us, guys, it should actually be much more open and in a far more distributed environment.’ Can you imagine the cost and the complexity if you ask the neoscaler to build the same robust KYC or the same VPC infrastructure that Amazon and Microsoft and Google have spent decades investing trillions of dollars in? It's an impossibility, Jason. So you can take all of those datacenters off the map. You can take all of the neoscaler market off the map. All of this was preventable. So instead of a diverse, robust, open ecosystem giving a tool that is the fundamental unlock for humans, we are now going to debate gatekeeping and duopoly versus oligopoly. They have created a total f*cking mess, and it's a shame.”

The All-In Podcast

141,660 views • 19 days ago