Box CEO Aaron Levie on how AI is changing the enterprise SaaS landscape

TechCrunchCenterEN 2 min read 100% complete by Sarah PerezOctober 29, 2025 at 07:45 PM

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At TechCrunch Disrupt 2025, Box CEO Aaron Levie discussed AI's impact on enterprise SaaS. He argued that a hybrid model combining traditional SaaS with AI agents is more likely than full replacement by AI. This approach separates deterministic business processes from non-deterministic AI functions to reduce risks like data leaks or unintended actions in production environments. Levie predicted significant changes in the SaaS business model due to an increase in AI agent usage, potentially rendering per-seat pricing obsolete and necessitating consumption-based models instead. He highlighted opportunities for startups to innovate by designing new processes optimized for AI-first solutions.

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TechCrunch Disrupt 2025 70% Box ×380% Aaron Levie ×490%

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ai agents 90% enterprise saas 85% hybrid combination 75% business model 65% mission critical 60% data leakage 55% consumption-oriented 50% startup opportunity 45%

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ai agents enterprise saas hybrid combination business model mission critical data leakage consumption-oriented startup opportunity

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