a16z Podcast
Box co-founder and CEO Aaron Levie joins MTS hosts Theo Jaffee and Sofia Puccini to make the case for open-weight AI, unpack the economics of open versus closed models, and explain why he believes more openness could strengthen rather than undermine the U.S. AI ecosystem.
Aaron argues that open models create more use cases, push closed labs to innovate faster, and don’t fundamentally change where the economics of AI ultimately accrue. They debate model distillation, America’s competition with China, why restricting access may simply accelerate competing AI ecosystems, and whether U.S. labs should begin releasing open-weight versions of previous-generation models.
They also get into what the latest frontier models mean for knowledge work, how AI has changed software engineering at Box, and why Aaron believes companies cutting engineers may simply not be ambitious enough. Finally, they discuss why enterprises are unlikely to bet on a single model and why the layer that routes between models, data, and workflows could become increasingly valuable.
Resources:
Follow Aaron Levie on X:https://x.com/levie
Follow Theo Jaffee on X:https://x.com/theojaffee
Follow Sofia Puccini on X:https://x.com/schisofrenia
Follow MTS on X:https://x.com/mtslive
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Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.
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