At the same time, AI has the potential to change the way work is carried out, with AI agents empowered to interact with software applications on behalf of users. For software vendors, that could mean a future where applications are accessed less through traditional user interfaces as AI agents connect via APIs.
It’s an inevitable shift, says Box CEO Aaron Levie, and one that requires software vendors to adapt their existing products and business models to prepare for agent workflows.
Computerworld recently spoke with Levie about how Box — and other SaaS vendors — can adapt as agentic AI threatens to upend existing business models. (This interview has been edited for clarity.)
Discussion about a “SaaS-pocalypse” has died down recently, and software stocks have rebounded. At the same time, it seems clear the adoption of AI agents could change how workers interact with software. How can companies like Box adapt to this new environment? If AI increasingly becomes the interface users interact with, where does the long-term value lie? “People are realizing that you’re not going to rebuild a lot of the systems that people were kind of claiming you would [with vibe-coding]; it just doesn’t make sense. So, that part is sort of dissipating. However, headless software and the ability to use your systems via AI is obviously going to happen, there’s no question.
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