Box CEO Aaron Levie on how AI is changing the enterprise SaaS landscape (techcrunch.com)

At TechCrunch Disrupt 2025, Box CEO Aaron Levie argued that AI agents won’t replace enterprise SaaS but will sit on top of it, creating a hybrid architecture where deterministic SaaS handles core business logic and non-deterministic agents accelerate decisions and automation. He warned that mission‑critical systems need clear “church and state” separation because agents can behave unpredictably—causing data leaks or unintended writes in production—so deterministic, auditable workflows must remain the underlying source of truth. Levie also predicted a seismic business-model shift: there may be 100–1,000× more agents than human users, which will break per‑seat pricing and push vendors toward consumption- and volume-based billing. For builders, that opens a window for startups to design agent-first processes, tooling for governance, observability, and change management, and integration layers that let agents safely augment SaaS. The net implication for the AI/ML community is a renewed emphasis on hybrid system design, robust guardrails (security, testing, rollback), and new metrics and monetization models that reflect agent-driven scale.