# 20VC: Everyone is Wrong; We Will Have More Developers in Five Years | Why Frontier Labs Will Be Way More Valuable Than They Are Today | Are SaaS Companies Cooked: Which Thrive & Which Die with Aaron Levie, Founder at Box

Page: https://stenobird.com/podcast/twenty-minute-vc/20vc-everyone-is-wrong-we-will-have-more-developers-in-five-years-why-frontier-labs-will-be-way-more-valuable-than-they-are-today-are-saas-companies-cooked-which-thrive-which-die-with-aaron-levie-founder-at-box
Text version: https://stenobird.com/podcast/twenty-minute-vc/20vc-everyone-is-wrong-we-will-have-more-developers-in-five-years-why-frontier-labs-will-be-way-more-valuable-than-they-are-today-are-saas-companies-cooked-which-thrive-which-die-with-aaron-levie-founder-at-box.md
Podcast: [The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch](https://stenobird.com/podcast/twenty-minute-vc)
Published: 2026-04-20T07:07:00+00:00
Episode link: https://thetwentyminutevc.libsyn.com/20vc-everyone-is-wrong-we-will-have-more-developers-in-five-years-why-frontier-labs-will-be-way-more-valuable-than-they-are-today-are-saas-companies-cooked-which-thrive-which-die-with-aaron-levie-founder-at-box
Audio file: https://traffic.libsyn.com/secure/thetwentyminutevc/Aaron_Levie__Box_2.mp3?dest-id=240976
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Duration seconds: 3234

## Resource

Aaron Levie is one of the most forward-thinking public company CEOs when it comes to enterprise adoption of AI. Aaron is the CEO of Box, the enterprise storage company that does over $1BN in revenue but only has a market cap of $3.2BN. Something we discuss today… AGENDA: 00:00 — Why the Experts are DEAD WRONG About the US-China AI Race 10:55 — Everyone is Wrong About Labour Markets: You Will Not Lose Your Job 13:10 — What Role Does Not Exist Today But Will Be So Common in 5 Years 16:45 — Is Your SaaS Tool Actually a Valueless Database in an Agentic World? 20:50 — The Cybersecurity Tsunami: Why Agents are Your Biggest Threat 25:50 — Token Maxing: What Every Company Needs to Know About Budgeting Tokens 34:55 — Is Silicon Valley Secretly Being Powered by Open-Source CCP Models? 39:15 — The Brutal Truth: Is This Generation of CEOs Too Low-IQ for AI? 46:55 — Frontier Labs: Why Aaron is Still Betting Everything on the Labs

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