At the start of any new technology trend it's critical to ask yourself, if you were to start your company over again in *today's* environment, how would you approach the emerging technology. Whether it was mainframe to PC, PC to mobile, or on-prem to cloud, a new technology means a new value proposition for your customers, and how you respond becomes a critical strategic decision. There are countless lessons from history around companies not adapting either quickly enough or a way that is hobbled by their legacy, and then ultimately miss the full potential of the market shift.
It's insanely clear that if we were starting Box from scratch tomorrow, AI would be something considered as a core part of our platform that would deliver intelligent content management experiences to customers. AI wouldn't be seen as a "separate" concept from the platform itself, but instead, the core reason you'd want a platform to manage your information. This is not only why Box AI is baked into our Enterprise Plus plan for customers (as opposed to being a separately priced product), but also why we removed limits on usage last week for core end-user use-cases.
And we believe this is going to be the expectation of most enterprise software in the future. Going forward, it's hard to imagine there will be "software" and then "software with AI". Just as there's little software without a mobile experience today, and increasingly less software that distinguishes between being cloud and on-prem.
Software will be infused with AI, and the expectation from customers will be that any software can do intelligent things to make work more productive and workflows more efficient. In a decade from now, it will seem like a foreign concept that AI products were separate appendages of existing software products. And especially as the performance of GPUs goes up, the cost of AI tokens go down, and the quality of models improve, we know that intelligent experiences in software will be the default, not secondary.
The continued lesson in technology is, time and time again, to build for the future state, not how things look today.