The operating velocity of AI native cos vs "pre GPT" cos is palpable. Not just lower headcount, but output across the org is far higher -> product, marketing, sales, etc. Predominantly in office as well = force multiplier. Mega shift + extremely hard for legacy cos to adjust.

All eyes on AI (deserved), but not enough on the exceptional growth happening at consumer-focused "pre-GPT" companies like DoorDash, Toast, Shopify, Duolingo, Carvana, etc. Investors lost faith in '22, rode out years of "recession!" headlines, & have been richly rewarded since.

All eyes on AI (deserved), but not enough on the exceptional growth happening at consumer-focused "pre-GPT" companies like DoorDash, TOST, Shopify, Duolingo, Carvana, etc. Investors lost faith in '22, rode out years of "recession!" headlines, and have been richly rewarded since.

“MCP is emerging as the new front end, instead of humans, for agents.” Good listen w/ @vercel founder @rauchg and @jaltma

“My biggest advice is…you need to look at least 12 months out. If you’re just trying to iterate, you’re not going to grow fast.” Good listen for founders/CEOs looking to understand how an experienced CRO thinks about scaling GTM. @databricks CRO Ron Gabrisko w/@HarryStebbings

Always wild to see analyst PTs chase results. $RBLX went from $61 to $130 Jan 12 -> today 😳

The TSA Pre Clear line syndrome…

So many thoughts here 😂

More has changed about how I think about work just in the last year than the past 20 years combined. As we’ve been going AI-first at Box, here are a few examples of what I run into. * Bias toward prototypes over a theory or pitch. My general expectation is that we should be seeing working examples of what’s possible or what we’re building far more than just talking about it or just jumping on a white board. * Most projects are “going bigger”. In a world where you can design more, build more, and produce more content, there’s almost no scenario where you end up thinking small in a project. This is happening in marketing, product, sales, and more. Counterintuitively (to some), by AI allowing us to go bigger, we have actually hired in new roles we wouldn’t have justified before. * The lines between classically defined roles are likely going to blur more and more. A designer can now be thinking more like a PM. A product marketer can do much more of the surrounding marketing functions and more. It’s sort of a race to see which roles bleed into others, and then what new types of roles emerge out of that in the process. * I expect way more research to be done for almost any topic. I find myself asking “have we checked how the top 20 software companies are doing X?” in a ton of meetings. The expectation is that we should know vastly more about *everything*. This doesn’t change judgment and intuition, just adds more insight in the process. * I will send off tasks to AI before I bug someone else on something relatively straightforward. If I need a piece of information in the business I can ask Box AI. If I need to research a topic, I can send off a deep research task to an agent. If I want to see a mock myself I can have AI design a quick example. The aggregate result of all of this is just the expectation that everything should move faster and output should go up. We’ve effectively expanded the capabilities of the company overnight. It will be wild to see what this looks like in 5 years from now.

“Owning an OS will - in my estimation - be the most important factor in building AI agents that actually work. And Figma owns one.” Good listen w/ @benthompson @stratechery on Figma and the future of workflows with AI.