What is Box?
Box is an enterprise software company that provides cloud content management and file sharing services. As of mid-2026, it is experiencing increased usage from AI agent activity and has returned to double-digit growth, though not hypergrowth.
Release history
- Apr 2026 - Aaron Levie said AI built 80-90% of a feature, but a full security review was required to prevent accidental code injection.
- Apr 2026 - Aaron Levie estimated AI-driven productivity gains at 2-3x across the board, not 5-10x.
- Jun 2026 - Aaron Levie described a model update process involving extensive review, testing, and feedback with subjective risk assessments.
- Jul 2026 - Aaron Levie noted that Box is one of the data sources accessed by AI agents like Claude Tag.
- Jul 2026 - Aaron Levie observed that agent usage of Box data is increasing.
- Jul 2026 - Jason Lemkin stated that AI has boosted Box back to double-digit growth, though not to 100% growth.
In the discourse
Attributed discussion of Box.
Aaron Levie explains why AI agents amplify rather than replace enterprise software: agents derive their power from accessing and traversing existing software systems and data sources, making those platforms more valuable as connective tissue.
“What why is Claude Tag so powerful? It's because it accesses your software systems that you can give it access to data. So box is one of those data sources as an example.”Aaron Levie · 2 Jul 2026
AI agents are increasing usage of existing enterprise software such as Box rather than displacing it, because agents actively roam and access stored data.
“In our case, we actually see an increase in usage because agents are now roaming around accessing all of this data.”Aaron Levie · 2 Jul 2026
Box returned to double-digit revenue growth after leaning into AI, but has not become a high-growth company.
“It has led to a boost at Box. It hasn't turned box into a 100% grower. It's gotten it back to double digit growths.”Jason Lemkin · 2 Jul 2026
AI built 80-90% of a Box feature's code; security review, not development, became the release bottleneck.
“AI built probably 80 to 90% of the feature and the thing that slowed down the release of it was we have to do a full security review because we can't let there be any, you know, accidental code injection into the thing that we created.”Aaron Levie · 28 Apr 2026
Mandatory extensive review processes for AI model releases could kill iterative development cycles, pushing the industry toward larger and far less frequent updates.
“It'll mean, he writes that each model update will go through an extensive review, testing, and feedback process. And in that process, lots of groups will weigh in on the risk of the model and there will be lots of subjectivity on what the actual risks are or practicalities of exploiting those risks. He argues that if nothing else, this could significantly change the way we get model releases. Moving away from this paradigm of quick iterative releases to something that's much more irregular with bigger updates at one time.”Aaron Levie · 20 Jun 2026
AI-driven coding productivity gains are 2-3x, not the commonly cited 5-10x, per Box CEO.
“I don't think that it's a 5 to 10x gain. I do think it's a 2 to 3x gain maybe across the board.”Aaron Levie · 28 Apr 2026