Erik Torenberg, Steven Sinofsky, and Martin Casado speak to Aaron Levie, CEO at Box, about what happens to enterprise software when agents become the primary users. They discuss why coding agents succeed where other knowledge work agents struggle, what abstraction layers mean for the workforce, and how data access and systems of record must change in an agent-first world.

Timestamps:
0:00—Intro
0:51—Building software for agents vs. humans
2:10—Can non-technical workers actually use AI agents?
14:31—CFO/CIO pushback: the real fear of agents doing integration
18:39—Treating agents like employees and why it breaks down
27:35—Diffusion gap: startups vs. enterprises
42:53—Wall Street's economics are off by an order of magnitude

Read the full transcript here: https://www.a16z.news/s/podcast

Resources:
Follow Aaron Levie on X: https://twitter.com/levie
Follow Steve Sinofsky on X: https://twitter.com/stevesi
Follow Martin Casado on X: https://twitter.com/martin_casado
Follow Erik Torenberg on X: https://twitter.com/eriktorenberg

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