Box CEO Levie Predicts AI Agents Will Redefine Enterprise SaaS Landscape

Aaron Levie, CEO of Box, envisions a transformative shift in enterprise software where traditional SaaS platforms maintain deterministic cores for critical workflows, while AI agents form an integrated, intelligent layer that automates tasks, guides decisions, and accelerates productivity. This layered approach ensures mission-critical processes remain stable, addressing risks like data leaks or unintended actions associated with AI's non-deterministic behavior. Levie predicts AI agents will vastly outnumber human users, fundamentally altering SaaS business models from per-seat licensing to consumption-based frameworks and creating new opportunities for startups focused on agent-first designs. Complementing this view, Bill McDermott of ServiceNow highlights AI's radical reorientation of the global economy, emphasizing the technology's role in driving enterprise transformation, workforce reskilling, and increased hiring to support AI deployment. Additionally, enterprises are moving beyond automation to leverage AI in the cloud for predictive insights, enabling smarter, real-time decision-making that personalizes experiences and anticipates business needs. Together, these perspectives illustrate how AI is reshaping enterprise software architecture, economic impact, and operational strategies in 2025.