A platform shift unseen in 15 years opens room for new companies

“AI agents will be the biggest opportunity and shakeup in consumer tech since the App Store itself.”

“The people deciding that AI can replace your job are also the ones least likely to understand what your job truly involves, according to Box founder Aaron Levie, who pointed to this as an…”

“The thing that I’m very convinced of is we’ll have about 100 times more, maybe 1,000 times more, agents than we have people. So you’ll have way more users of that software system, or SaaS,…”

“There has never been a trillion-dollar revenue business, and we may have two of them in the next 5-10 years.”

“has emerged as a significant business with a revenue run rate in the tens of billions of dollars and is now profitable in its own right”

“We’re going to invest to continue being the leader. We can fund this plan, and I think it will forever change the size of Amazon. It will forever change our revenue.”