On Training Data, Box CEO Aaron Levie was asked where enterprise AI memory is heading — retrieval, or models whose weights absorb a company's knowledge. His answer started with a lawyer who can see five matters and whose access changes daily, and ended with a wish for a rubric deciding what gets baked in and what stays a lookup.
On Sequoia's Training Data podcast, Box chief executive Aaron Levie explains why AI swept through software engineering and is moving far more slowly through legal work, sales and the rest of knowledge work: code is text, engineers fix their own broken connections, and their work already lives in GitHub. His conclusion is that the tedious work of getting AI into other people's workflows — not the models themselves — is where he is betting the money is.
On Moonshots with Peter Diamandis, Salim Ismail argued that a Mac Studio with 512GB of unified memory changes AI spending from a perpetual per-token bill into a capital asset, with law firms and mid-sized healthcare organizations as the likely buyers. Two other panelists agreed the machine was worth having and still called Apple's AI record a long-running software failure.