OpenAI Closes in on $100 Billion, OpenClaw Acquired, AI’s Productivity Question — With Aaron Levie

The conversation centers on the potential $100 billion funding round for OpenAI, with speculation on participation from SoftBank, Amazon, and NVIDIA. Box CEO Aaron Levie joins to discuss the competitive landscape between OpenAI, Google, and Anthropic, noting that despite increasing competition, the AI market's potential is vast enough to accommodate multiple trillion-dollar companies. Levie draws parallels to the early days of cloud computing, emphasizing that AI is still in its early stages. The discussion also covers the acquisition of OpenClaw by OpenAI and the implications of AI agents on software development, highlighting the need for API-first approaches. The conversation also addresses recent data suggesting AI's limited impact on productivity, with Levie arguing that the transformative effects are more evident in tech and will eventually permeate other sectors.