Aaron Levie：AI 落地部署层蕴藏巨大机会
There's a huge opportunity right now in being the deployment layer for AI into the economy. The amount of work it takes to change out workflows in enterprises t
Box CEO Aaron Levie 认为，当前把 AI 部署进经济体系存在巨大机会，因为企业更换工作流的实际工作量远超预期。他指出，遗留系统上云、数据组织与访问更新、软件与智能体连接、工作流为智能体重构、HITL、evals 生成与维护，以及随新模型发布持续更新系统，都是必需环节。AI 部署不同于传统软件实施，交付的是流程中的实际工作产出，将催生按行业、公司规模和问题划分的新服务公司与 FDE 机会。
查看原帖Box CEO Aaron Levie (@levie) calls out the MASSIVE opportunity for AI deployment services: "every single one of those companies, whether that's a 50-person firm or a multi-100,000 person firm, is gonna need an army of people to go in and help them with that transformation" "when you go to that law firm and you go to that pharma company and you go to that…
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Box CEO Aaron Levie (@levie) calls out the MASSIVE opportunity for AI deployment services: "every single one of those companies, whether that's a 50-person firm or a multi-100,000 person firm, is gonna need an army of people to go in and help them with that transformation" "when you go to that law firm and you go to that pharma company and you go to that bank, they need something that bridges the core technology to their workflow in their business process" "somebody has to go into that organization and get it set up, and somebody has to go and provide domain expertise to this model so it really understands our particular business process" Vendor FDEs are incentivized to get you hooked on their platform and to spend more money. Indie FDEs are incentivized to use the best tool for the job and to save you money. Hire indie FDEs.
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There's a huge opportunity right now in being the deployment layer for AI into the economy. The amount of work it takes to change out workflows in enterprises tends to be far greater than anyone realizes or would prefer. Clearly this is what the applied layer of AI is going to look like in the form of software and agents, but also it opens up new services firms opportunities.
Legacy systems need to be moved to the cloud, data organization and access needs to be updated, software needs to be connected to agents in new ways, workflows need to be reengineered for agents, HITL needs to be figured out for the process, evals need to be generated and maintained, and the entire system needs to be continually updated as new models get released and new capabilities emerge. And the full list may even be longer.
AI is not the same as just deploying software. Software you generally did the implementation of an existing, well understood category of technology, then stepped back and the customer kept running. With AI agents, you're delivering actual work augmentation to the organization, which has a completely different set of complexities associated with it. You're no longer deploying tools that the company is merely enabled by, you're deploying work output in a process. Completely different implementation and enablement process.
As a result, this is going to open up lots of new kinds of firms and plays for existing firms to diffuse AI into organizations. We're going to see approaches by industry, by size of company, and by problem inside of companies. Traditional SIs will modernize and adapt (some will clearly not adapt as well), and new entrants will also be founded in this period that take advantage of this window. Great time to be an FDE or FDE firm.