SaaStr 809: Why Enterprise AI Adoption Is Moving 5-10X Faster Than Cloud with Box's CEO and Co-Founder, IBM's VP for AI and SaaStr's CEO and Founder

This SaaStr podcast episode features a discussion on the evolving landscape of AI agents in enterprise software. Aaron Levie and Raj discuss the shift from AI assistants to AI agents, which can automate tasks and potentially revolutionize labor models within software. They explore the capabilities of AI agents, such as document analysis, data extraction, and workflow automation, and how these agents can interoperate across different software systems. The conversation touches on whether customers truly want agents or just solutions to their problems, the potential for IBM's sales force to sell agents, and the challenges and opportunities in building sustainable moats around AI-driven products. They also address the rapid pace of change in AI, the importance of proprietary data, and the impact of AI on the future workforce, ultimately concluding that while AI is rapidly changing the software landscape, core business fundamentals and customer-centric approaches remain crucial for long-term success.