The Half Life of Agent Infrastructure — Ben Kus, Box
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Hi everyone, I'm Ben Kuss. I'm CTO of Hi everyone, I'm Ben Kuss. I'm CTO of Box and today I'm going to be talking Box and today I'm going to be talking Box and today I'm going to be talking about uh building for change and about uh building for change and about uh building for change and specifically around uh AI agents and how specifically around uh AI agents and how specifically around uh AI agents and how to continue to adapt uh your to continue to adapt uh your to continue to adapt uh your infrastructure as we are all in the infrastructure as we are all in the infrastructure as we are all in the middle of this journey. middle of this journey. middle of this journey. Um, so before I get too far, I will Um, so before I get too far, I will Um, so before I get too far, I will quickly sort of set a little bit of like quickly sort of set a little bit of like quickly sort of set a little bit of like who I am and uh sort of what I do. Um, who I am and uh sort of what I do. Um, who I am and uh sort of what I do. Um, for Box, I'm CTO and one of my jobs in for Box, I'm CTO and one of my jobs in for Box, I'm CTO and one of my jobs in my job for my whole career has been to my job for my whole career has been to my job for my whole career has been to build enterprise software. And so if build enterprise software. And so if build enterprise software. And so if today um you're from a consumer company today um you're from a consumer company today um you're from a consumer company or you're uh not involved in enterprise, or you're uh not involved in enterprise, or you're uh not involved in enterprise, I hope that a lot of it is still I hope that a lot of it is still I hope that a lot of it is still relevant. But in many cases um a lot of relevant. But in many cases um a lot of relevant. But in many cases um a lot of the lessons I've learned are enterprise the lessons I've learned are enterprise the lessons I've learned are enterprise uh specific. uh specific. uh specific. So um I sort of will highlight um when So um I sort of will highlight um when So um I sort of will highlight um when I'm thinking and talking about I'm thinking and talking about I'm thinking and talking about infrastructure when I'm talking about uh infrastructure when I'm talking about uh infrastructure when I'm talking about uh the kind of challenges that we face um the kind of challenges that we face um the kind of challenges that we face um I'm typically talking about things that I'm typically talking about things that I'm typically talking about things that are sort of in a scale of like uh like are sort of in a scale of like uh like are sort of in a scale of like uh like for box we have over an exabyte of data for box we have over an exabyte of data for box we have over an exabyte of data not a gigabyte not a terabyte not a not a gigabyte not a terabyte not a not a gigabyte not a terabyte not a pabyte but an exabyte um and then pabyte but an exabyte um and then pabyte but an exabyte um and then oftentimes we're I'm thinking in the oftentimes we're I'm thinking in the oftentimes we're I'm thinking in the tens of of millions of users uh the tens of of millions of users uh the tens of of millions of users uh the hundreds of billions of things in our hundreds of billions of things in our hundreds of billions of things in our case files or content or unstructured case files or content or unstructured case files or content or unstructured content um and then the new stat that is content um and then the new stat that is content um and then the new stat that is sort of the the one that we talk about sort of the the one that we talk about sort of the the one that we talk about is uh tokens. Um so we are now in the is uh tokens. Um so we are now in the is uh tokens. Um so we are now in the ballpark of trillion tokens probably ballpark of trillion tokens probably ballpark of trillion tokens probably will be 10 trillion tokens sometime will be 10 trillion tokens sometime will be 10 trillion tokens sometime soon. Um and this of course is uh uh soon. Um and this of course is uh uh soon. Um and this of course is uh uh some of the new and interesting some of the new and interesting some of the new and interesting challenges that this kind of scale challenges that this kind of scale challenges that this kind of scale brings.
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brings. brings. Um so in my career and um I think maybe Um so in my career and um I think maybe Um so in my career and um I think maybe many of us here um we've kind of lived many of us here um we've kind of lived many of us here um we've kind of lived through these this these technology through these this these technology through these this these technology changes. And so taking a quick step back changes. And so taking a quick step back changes. And so taking a quick step back um I started uh my career when the um I started uh my career when the um I started uh my career when the internet was sort of becoming a thing uh internet was sort of becoming a thing uh internet was sort of becoming a thing uh lived through mobile and sort of this lived through mobile and sort of this lived through mobile and sort of this idea of like you know carrying these idea of like you know carrying these idea of like you know carrying these different devices move to the cloud different devices move to the cloud different devices move to the cloud where you could kind of store and where you could kind of store and where you could kind of store and maintain all your data and then of maintain all your data and then of maintain all your data and then of course we're all in the middle of this course we're all in the middle of this course we're all in the middle of this AI change and I think when you see these AI change and I think when you see these AI change and I think when you see these kind of technology disruptions when kind of technology disruptions when kind of technology disruptions when you're sort of thinking about this idea you're sort of thinking about this idea you're sort of thinking about this idea of like all of these kind of have of like all of these kind of have of like all of these kind of have changed all of our lives um and then uh changed all of our lives um and then uh changed all of our lives um and then uh and you're thinking about it from the and you're thinking about it from the and you're thinking about it from the perspective of a technology leader or a perspective of a technology leader or a perspective of a technology leader or a startup or a engineer. Um, you kind of startup or a engineer. Um, you kind of startup or a engineer. Um, you kind of see that like these are where like major see that like these are where like major see that like these are where like major companies are born. Um, you see that companies are born. Um, you see that companies are born. Um, you see that like big companies adapt or die. Um, like big companies adapt or die. Um, like big companies adapt or die. Um, small companies are here to disrupt small companies are here to disrupt small companies are here to disrupt things. They're here to take bets. things. They're here to take bets. things. They're here to take bets. They're here to grow. Um, I've had two They're here to grow. Um, I've had two They're here to grow. Um, I've had two startups. I've been acquired twice. Once startups. I've been acquired twice. Once startups. I've been acquired twice. Once in IBM, once in a box. Um, and um, so in IBM, once in a box. Um, and um, so in IBM, once in a box. Um, and um, so that we're in the middle of this kind of that we're in the middle of this kind of that we're in the middle of this kind of major opportunity.
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major opportunity. major opportunity. Um but for um a long tu uh no matter Um but for um a long tu uh no matter Um but for um a long tu uh no matter what you kind of come from and what area what you kind of come from and what area what you kind of come from and what area you're at I uh t typically if you were you're at I uh t typically if you were you're at I uh t typically if you were to ask my advice um and about kind of to ask my advice um and about kind of to ask my advice um and about kind of what makes it you successful as an what makes it you successful as an what makes it you successful as an company as an engineering organization company as an engineering organization company as an engineering organization as a technology startup or as a like a as a technology startup or as a like a as a technology startup or as a like a company who has a a technology division company who has a a technology division company who has a a technology division um I would say no matter what there's um I would say no matter what there's um I would say no matter what there's kind of three things the first is you kind of three things the first is you kind of three things the first is you need to build scalable reliable uh need to build scalable reliable uh need to build scalable reliable uh platforms and select the technology that platforms and select the technology that platforms and select the technology that you care about. Meaning that like you care about. Meaning that like you care about. Meaning that like there's a lot of ways to do things, but there's a lot of ways to do things, but there's a lot of ways to do things, but get good at something. Get good at that get good at something. Get good at that get good at something. Get good at that technology, at that system, at that technology, at that system, at that technology, at that system, at that stack, and then and then keep going with stack, and then and then keep going with stack, and then and then keep going with that. Um, and then you leverage this that. Um, and then you leverage this that. Um, and then you leverage this technology so that you do more for your technology so that you do more for your technology so that you do more for your customers. Um, you build your better customers. Um, you build your better customers. Um, you build your better product, you develop the capabilities, product, you develop the capabilities, product, you develop the capabilities, and then you optimize it, make it and then you optimize it, make it and then you optimize it, make it better, make it faster, make it cheaper, better, make it faster, make it cheaper, better, make it faster, make it cheaper, make it uh more capable. And this was make it uh more capable. And this was make it uh more capable. And this was sort of the generic enterprise advice, sort of the generic enterprise advice, sort of the generic enterprise advice, uh, the generic energy advice that many uh, the generic energy advice that many uh, the generic energy advice that many many people would follow. And I think many people would follow. And I think many people would follow. And I think this works really well this works really well this works really well except now except now except now I don't know if this is good advice. It I don't know if this is good advice. It I don't know if this is good advice. It has been across all these major has been across all these major has been across all these major disruptive changes over time. Unclear.
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disruptive changes over time. Unclear. disruptive changes over time. Unclear. In fact, I don't think it's good advice In fact, I don't think it's good advice In fact, I don't think it's good advice right now because there's a funny thing right now because there's a funny thing right now because there's a funny thing happening right now which that didn't happening right now which that didn't happening right now which that didn't happen in those previous trends which is happen in those previous trends which is happen in those previous trends which is that the rate of change is dramatically that the rate of change is dramatically that the rate of change is dramatically higher. Um I and you might say look higher. Um I and you might say look higher. Um I and you might say look technology always is changing like you technology always is changing like you technology always is changing like you know there's other trends things change know there's other trends things change know there's other trends things change a lot but not that much um the internet a lot but not that much um the internet a lot but not that much um the internet is still based on HTTP the uh uh mobile is still based on HTTP the uh uh mobile is still based on HTTP the uh uh mobile devices are still um iOS and Android devices are still um iOS and Android devices are still um iOS and Android based and so on and so but nowadays um based and so on and so but nowadays um based and so on and so but nowadays um other than the fact that like uh other than the fact that like uh other than the fact that like uh generative AI exists most things that generative AI exists most things that generative AI exists most things that power it are changing and changing power it are changing and changing power it are changing and changing dramatically. dramatically. dramatically. So last year I was here at this uh at So last year I was here at this uh at So last year I was here at this uh at the AI engineering world fair and I gave the AI engineering world fair and I gave the AI engineering world fair and I gave a speech and I said uh after spending a a speech and I said uh after spending a a speech and I said uh after spending a lot of time on this and thinking through lot of time on this and thinking through lot of time on this and thinking through this I think there's a key to this which this I think there's a key to this which this I think there's a key to this which is a gentic uh uh graph-based approach. is a gentic uh uh graph-based approach. is a gentic uh uh graph-based approach. The idea was um uh you have a large The idea was um uh you have a large The idea was um uh you have a large language model and these nodes and then language model and these nodes and then language model and these nodes and then you sort of put them together and you you sort of put them together and you you sort of put them together and you have the sort of the AI traverse this have the sort of the AI traverse this have the sort of the AI traverse this graph that you set up you build the graph that you set up you build the graph that you set up you build the graph. This is the key approach that and graph. This is the key approach that and graph. This is the key approach that and if you use this this is going to really if you use this this is going to really if you use this this is going to really help you sort of build agents because help you sort of build agents because help you sort of build agents because what is anything that we do in life it's what is anything that we do in life it's what is anything that we do in life it's a agent it's a workflow um uh it's a a agent it's a workflow um uh it's a a agent it's a workflow um uh it's a it's a way and then if you have an it's a way and then if you have an it's a way and then if you have an intelligent uh uh a agent it can intelligent uh uh a agent it can intelligent uh uh a agent it can basically traverse this is the key basically traverse this is the key basically traverse this is the key approach and I believe that at the time approach and I believe that at the time approach and I believe that at the time and a lot of people did and I still love and a lot of people did and I still love and a lot of people did and I still love this approach but nowadays it's sort of this approach but nowadays it's sort of this approach but nowadays it's sort of a little bit out of date in fact I a little bit out of date in fact I a little bit out of date in fact I remember um uh a guy came up to me after remember um uh a guy came up to me after remember um uh a guy came up to me after my speech last time and he was like the
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my speech last time and he was like the my speech last time and he was like the problem you talked about the the answer problem you talked about the the answer problem you talked about the the answer is just this exactly you were speaking is just this exactly you were speaking is just this exactly you were speaking to me thank you so much and and I was to me thank you so much and and I was to me thank you so much and and I was happy I I you know I gave a good speech happy I I you know I gave a good speech happy I I you know I gave a good speech and gave somebody some good advice um and gave somebody some good advice um and gave somebody some good advice um and then I remember when we made a and then I remember when we made a and then I remember when we made a change I was like I wonder what happened change I was like I wonder what happened change I was like I wonder what happened to that guy I wonder if he's here uh to that guy I wonder if he's here uh to that guy I wonder if he's here uh it's uh uh so um but the problem is is it's uh uh so um but the problem is is it's uh uh so um but the problem is is that not that it was wrong that that was that not that it was wrong that that was that not that it was wrong that that was the best approach but a new way emerged the best approach but a new way emerged the best approach but a new way emerged um in fact I started to like look um in fact I started to like look um in fact I started to like look through like all of the last year's uh through like all of the last year's uh through like all of the last year's uh events and actually go to other events and actually go to other events and actually go to other conferences like what what did people conferences like what what did people conferences like what what did people talk about a year ago and most of them talk about a year ago and most of them talk about a year ago and most of them were again nothing much wrong all good were again nothing much wrong all good were again nothing much wrong all good speeches all all good ideas but most of speeches all all good ideas but most of speeches all all good ideas but most of them have now a better way there um and them have now a better way there um and them have now a better way there um and uh so um and this is be sort of the gist uh so um and this is be sort of the gist uh so um and this is be sort of the gist of of the challenge so if you look at of of the challenge so if you look at of of the challenge so if you look at our journey of the technologies the kind our journey of the technologies the kind our journey of the technologies the kind of things that we care about um I'll of things that we care about um I'll of things that we care about um I'll just kind of rapid file here like so just kind of rapid file here like so just kind of rapid file here like so let's say that you want to utilize AI let's say that you want to utilize AI let's say that you want to utilize AI models and let's just look the last models and let's just look the last models and let's just look the last couple years a long a while ago probably couple years a long a while ago probably couple years a long a while ago probably distant memory now like people would say distant memory now like people would say distant memory now like people would say train your own my models or maybe fine train your own my models or maybe fine train your own my models or maybe fine tune them like nah that doesn't that's tune them like nah that doesn't that's tune them like nah that doesn't that's too why bother just use a frontier model too why bother just use a frontier model too why bother just use a frontier model use something from openi use something use something from openi use something use something from openi use something from anthropic use something from from from anthropic use something from from from anthropic use something from from Gemini um and then that's great but it's Gemini um and then that's great but it's Gemini um and then that's great but it's kind of expensive okay great let's just kind of expensive okay great let's just kind of expensive okay great let's just use openweight models they're pretty use openweight models they're pretty use openweight models they're pretty close you can use them you can host them close you can use them you can host them close you can use them you can host them yourself you can get some good GPUs um yourself you can get some good GPUs um yourself you can get some good GPUs um but then uh some companies will come to but then uh some companies will come to but then uh some companies will come to you and they'll be like look we just did you and they'll be like look we just did you and they'll be like look we just did this big deal with open orthropic like this big deal with open orthropic like this big deal with open orthropic like can we use our own key or bring our own can we use our own key or bring our own can we use our own key or bring our own model like sure you can do that too but model like sure you can do that too but model like sure you can do that too but then nowadays is probably the best then nowadays is probably the best then nowadays is probably the best approach is to do an adaptive model approach is to do an adaptive model approach is to do an adaptive model selection where you basically are
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selection where you basically are selection where you basically are picking the big and smaller models what picking the big and smaller models what picking the big and smaller models what which model does well and this is kind which model does well and this is kind which model does well and this is kind of the cool new thing maybe I could give of the cool new thing maybe I could give of the cool new thing maybe I could give a talk on that um or let's say you're a talk on that um or let's say you're a talk on that um or let's say you're building agents like we lot lot of building agents like we lot lot of building agents like we lot lot of things here like um I mean the word things here like um I mean the word things here like um I mean the word agent hasn't really been around for that agent hasn't really been around for that agent hasn't really been around for that long but in that time it used to be like long but in that time it used to be like long but in that time it used to be like a singleshot uh LLM response call that a singleshot uh LLM response call that a singleshot uh LLM response call that an agent if you feel like it then you an agent if you feel like it then you an agent if you feel like it then you have to say no okay we're chain of have to say no okay we're chain of have to say no okay we're chain of thought reasoning now we're going to thought reasoning now we're going to thought reasoning now we're going to make a graph-based agent system like I make a graph-based agent system like I make a graph-based agent system like I presented last year uh no then it turns presented last year uh no then it turns presented last year uh no then it turns that why are you bothering to make that why are you bothering to make that why are you bothering to make graphs when you could actually have an graphs when you could actually have an graphs when you could actually have an agent just figure out what to do? Make a agent just figure out what to do? Make a agent just figure out what to do? Make a plan. That's the new approach. That's plan. That's the new approach. That's plan. That's the new approach. That's kind of the way that um Claude sort of kind of the way that um Claude sort of kind of the way that um Claude sort of uh laid the approach there. And you're uh laid the approach there. And you're uh laid the approach there. And you're like, okay. And then now it's like, like, okay. And then now it's like, like, okay. And then now it's like, well, you if you want to use dedicated well, you if you want to use dedicated well, you if you want to use dedicated sub agents, maybe, but then maybe why sub agents, maybe, but then maybe why sub agents, maybe, but then maybe why not just make a generic agent and have not just make a generic agent and have not just make a generic agent and have it recursively work and then give it it recursively work and then give it it recursively work and then give it skills. Skills are very generic. They're skills. Skills are very generic. They're skills. Skills are very generic. They're super helpful. Um and then maybe now super helpful. Um and then maybe now super helpful. Um and then maybe now it's maybe the idea is not just to do it's maybe the idea is not just to do it's maybe the idea is not just to do that, but to do it with a agent sandbox that, but to do it with a agent sandbox that, but to do it with a agent sandbox so the agent can write code and execute so the agent can write code and execute so the agent can write code and execute it because that's super useful because it because that's super useful because it because that's super useful because agents are great programmers. I'd have agents are great programmers. I'd have agents are great programmers. I'd have them sort of just live in their own them sort of just live in their own them sort of just live in their own computer. Um, and then arguably now computer. Um, and then arguably now computer. Um, and then arguably now that's the best approach or maybe even that's the best approach or maybe even that's the best approach or maybe even we're in the world now of like don't we're in the world now of like don't we're in the world now of like don't even bother with any of that. Just bring even bother with any of that. Just bring even bother with any of that. Just bring your own harness like like like let your own harness like like like let your own harness like like like let people select if they want to use one of people select if they want to use one of people select if they want to use one of these other systems and then you know these other systems and then you know these other systems and then you know not even just building agents but the not even just building agents but the not even just building agents but the technology around context retrieval technology around context retrieval technology around context retrieval things like um you know in the old world things like um you know in the old world things like um you know in the old world we were like BM25 and keyword search we were like BM25 and keyword search we were like BM25 and keyword search that's the way to do things but that's that's the way to do things but that's that's the way to do things but that's like distant memory. Uh obviously the like distant memory. Uh obviously the like distant memory. Uh obviously the future is is retrieve augmented future is is retrieve augmented future is is retrieve augmented generation embeddings approximate generation embeddings approximate generation embeddings approximate nearest neighbor that's how we're going nearest neighbor that's how we're going nearest neighbor that's how we're going to find data. Turns out that doesn't to find data. Turns out that doesn't to find data. Turns out that doesn't really scale well and it kind of almost really scale well and it kind of almost really scale well and it kind of almost mimics randomness as you keep going. So mimics randomness as you keep going. So mimics randomness as you keep going. So then maybe it's about graphs. It's then maybe it's about graphs. It's then maybe it's about graphs. It's difficult to get working well. It's difficult to get working well. It's difficult to get working well. It's probably not the best. Um so then it's
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probably not the best. Um so then it's probably not the best. Um so then it's about hybrid. You want a lexical and you about hybrid. You want a lexical and you about hybrid. You want a lexical and you want to do semantic search and rank fuse want to do semantic search and rank fuse want to do semantic search and rank fuse those together. Arguably not. Arguably those together. Arguably not. Arguably those together. Arguably not. Arguably agents are actually way better at agents are actually way better at agents are actually way better at finding data because they can find finding data because they can find finding data because they can find things and apply their intelligence to things and apply their intelligence to things and apply their intelligence to get to it. So each of these things I get to it. So each of these things I get to it. So each of these things I just mentioned is arguably the leading just mentioned is arguably the leading just mentioned is arguably the leading approach for that moment over time. approach for that moment over time. approach for that moment over time. If you asked me to give a speech right If you asked me to give a speech right If you asked me to give a speech right now on any one of these, I would pick now on any one of these, I would pick now on any one of these, I would pick the last. I'd pick the adapted models the last. I'd pick the adapted models the last. I'd pick the adapted models with dedicated RM style agent and with dedicated RM style agent and with dedicated RM style agent and agentic search powered by hybrid. agentic search powered by hybrid. agentic search powered by hybrid. But uh is this the end of this journey? But uh is this the end of this journey? But uh is this the end of this journey? This is not that long of that time here. This is not that long of that time here. This is not that long of that time here. And so um my guess is the stuff that And so um my guess is the stuff that And so um my guess is the stuff that you're learning today likely won't last you're learning today likely won't last you're learning today likely won't last that long. Not that it's not wrong, not that long. Not that it's not wrong, not that long. Not that it's not wrong, not that it is not the best answer right that it is not the best answer right that it is not the best answer right now, but probably something's going to now, but probably something's going to now, but probably something's going to change. The big thing that changed last change. The big thing that changed last change. The big thing that changed last year was in my mind Opus 40 to Opus 45. year was in my mind Opus 40 to Opus 45. year was in my mind Opus 40 to Opus 45. When you did that, suddenly you got to a When you did that, suddenly you got to a When you did that, suddenly you got to a model that could do instruction model that could do instruction model that could do instruction following and really high scale. This is following and really high scale. This is following and really high scale. This is kind of to me the beginning the epic of kind of to me the beginning the epic of kind of to me the beginning the epic of like the new agent models. Uh also uh like the new agent models. Uh also uh like the new agent models. Uh also uh hardware is getting better, faster, hardware is getting better, faster, hardware is getting better, faster, cheaper. Maybe we'll start to use more cheaper. Maybe we'll start to use more cheaper. Maybe we'll start to use more tokens. Like token usage is off the tokens. Like token usage is off the tokens. Like token usage is off the charts of course and is that good or charts of course and is that good or charts of course and is that good or bad? What's going to change there?
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bad? What's going to change there? bad? What's going to change there? Enterprises are adopting things Enterprises are adopting things Enterprises are adopting things differently whether or not a company has differently whether or not a company has differently whether or not a company has decided to go all in on one agent to decided to go all in on one agent to decided to go all in on one agent to rule them all sort of like claude or rule them all sort of like claude or rule them all sort of like claude or maybe codec style agent um or maybe they maybe codec style agent um or maybe they maybe codec style agent um or maybe they want to utilize uh agents from different want to utilize uh agents from different want to utilize uh agents from different platforms and different systems or both. platforms and different systems or both. platforms and different systems or both. This is going to affect your lives um in This is going to affect your lives um in This is going to affect your lives um in addition to things like just the new addition to things like just the new addition to things like just the new techniques new interesting uh approaches techniques new interesting uh approaches techniques new interesting uh approaches new technology to power these things. So new technology to power these things. So new technology to power these things. So the fact that everybody in is working so the fact that everybody in is working so the fact that everybody in is working so hard on this trillions of dollars hard on this trillions of dollars hard on this trillions of dollars investment is actually leading to a lot investment is actually leading to a lot investment is actually leading to a lot of this change and again it's happening of this change and again it's happening of this change and again it's happening way faster than than I've ever seen for way faster than than I've ever seen for way faster than than I've ever seen for sure. sure. sure. Um, now if you look back, um, it's not Um, now if you look back, um, it's not Um, now if you look back, um, it's not this way with everything else. Like if this way with everything else. Like if this way with everything else. Like if you go see some of these other you go see some of these other you go see some of these other discussions, like I've given a speech on discussions, like I've given a speech on discussions, like I've given a speech on some of these topics. I looked at them some of these topics. I looked at them some of these topics. I looked at them come some of a few years old. They're come some of a few years old. They're come some of a few years old. They're pretty good. I still think they're very pretty good. I still think they're very pretty good. I still think they're very relevant. You want to talk about large relevant. You want to talk about large relevant. You want to talk about large scale databases about uh identity access scale databases about uh identity access scale databases about uh identity access controls, how to scale engineering controls, how to scale engineering controls, how to scale engineering teams, how to do multi cloud storage, teams, how to do multi cloud storage, teams, how to do multi cloud storage, probably um these are still relevant probably um these are still relevant probably um these are still relevant things today. These do not change as things today. These do not change as things today. These do not change as fast despite being high-scale uh fast despite being high-scale uh fast despite being high-scale uh interesting powerful uh technologies.
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interesting powerful uh technologies. interesting powerful uh technologies. So the previous wisdom of saying So the previous wisdom of saying So the previous wisdom of saying optimize for specific technologies optimize for specific technologies optimize for specific technologies go deep switch rarely right this what go deep switch rarely right this what go deep switch rarely right this what this the reason you do that is because this the reason you do that is because this the reason you do that is because switching is hard migrations suck switching is hard migrations suck switching is hard migrations suck whenever you migrate you break something whenever you migrate you break something whenever you migrate you break something every time no matter what um it's always every time no matter what um it's always every time no matter what um it's always harder than you think even [music] if harder than you think even [music] if harder than you think even [music] if you know that um and uh and the you know that um and uh and the you know that um and uh and the switching cost is basically high so switching cost is basically high so switching cost is basically high so basically don't do it for most things basically don't do it for most things basically don't do it for most things you're kind of uh just because you're kind of uh just because you're kind of uh just because something's better out there that's not something's better out there that's not something's better out there that's not the answer for most infrastructure so the answer for most infrastructure so the answer for most infrastructure so typically If you say half life of an typically If you say half life of an typically If you say half life of an agent infrastructure, agent infrastructure, agent infrastructure, 3 to 5 years, reevali, see what's out 3 to 5 years, reevali, see what's out 3 to 5 years, reevali, see what's out there. We've been using databases like there. We've been using databases like there. We've been using databases like my SQL databases for a long time. It's my SQL databases for a long time. It's my SQL databases for a long time. It's still pretty good and probably need to still pretty good and probably need to still pretty good and probably need to replace it soon. But um but now with AI replace it soon. But um but now with AI replace it soon. But um but now with AI technologies, arguably the halflife is technologies, arguably the halflife is technologies, arguably the halflife is measured in months, meaning a few months measured in months, meaning a few months measured in months, meaning a few months after you've adopted what might be the after you've adopted what might be the after you've adopted what might be the best possible thing, there's a best possible thing, there's a best possible thing, there's a significant chance that you're going to significant chance that you're going to significant chance that you're going to have to replace it coming soon. And this have to replace it coming soon. And this have to replace it coming soon. And this is I think shocking. is I think shocking. is I think shocking. Maybe I see from some of your reactions Maybe I see from some of your reactions Maybe I see from some of your reactions that like you're kind of like have that like you're kind of like have that like you're kind of like have experienced this a little bit. Um but experienced this a little bit. Um but experienced this a little bit. Um but this is a different aspect of the way this is a different aspect of the way this is a different aspect of the way that you build technology.
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that you build technology. that you build technology. So if you're an engineer, this really So if you're an engineer, this really So if you're an engineer, this really sucks because the thing that you just sucks because the thing that you just sucks because the thing that you just learned and that you're making is now learned and that you're making is now learned and that you're making is now probably going to be out of date soon. probably going to be out of date soon. probably going to be out of date soon. Uh no engineer I know likes this. Um uh Uh no engineer I know likes this. Um uh Uh no engineer I know likes this. Um uh as a startup, you bet on something. as a startup, you bet on something. as a startup, you bet on something. You're like, we're going to go all in. You're like, we're going to go all in. You're like, we're going to go all in. We're going to go on the technology this We're going to go on the technology this We're going to go on the technology this approach and then we're going to approach and then we're going to approach and then we're going to basically uh uh disrupt somebody which basically uh uh disrupt somebody which basically uh uh disrupt somebody which probably will but then you see and see probably will but then you see and see probably will but then you see and see now like the first phase of AI companies now like the first phase of AI companies now like the first phase of AI companies are starting to get disrupted by the are starting to get disrupted by the are starting to get disrupted by the next phase. If you're a technology next phase. If you're a technology next phase. If you're a technology buyer, you're a leader of a company, you buyer, you're a leader of a company, you buyer, you're a leader of a company, you buy technology, you you you select uh buy technology, you you you select uh buy technology, you you you select uh open source models, you select vendors, open source models, you select vendors, open source models, you select vendors, there's a significant chance that there's a significant chance that there's a significant chance that whatever you just bought is not going to whatever you just bought is not going to whatever you just bought is not going to be the approach you're going to invest. be the approach you're going to invest. be the approach you're going to invest. That's you know, good luck doing a That's you know, good luck doing a That's you know, good luck doing a three-year deal like on on things about three-year deal like on on things about three-year deal like on on things about about this kind of stuff. Or if you're about this kind of stuff. Or if you're about this kind of stuff. Or if you're VC, uh maybe the coolest best thing that VC, uh maybe the coolest best thing that VC, uh maybe the coolest best thing that everybody agrees is the greatest everybody agrees is the greatest everybody agrees is the greatest opportunity is no longer going to be the opportunity is no longer going to be the opportunity is no longer going to be the opportunity soon um because everything's opportunity soon um because everything's opportunity soon um because everything's changing. changing. changing. So here's my advice. Get good at So here's my advice. Get good at So here's my advice. Get good at changing.
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It's almost silly to say because you It's almost silly to say because you know obviously technology changes. know obviously technology changes. know obviously technology changes. Obviously it's something that is um you Obviously it's something that is um you Obviously it's something that is um you know built in. Of course we're all going know built in. Of course we're all going know built in. Of course we're all going to change. We've done this for a long to change. We've done this for a long to change. We've done this for a long time. Um it's hard. I think it's really time. Um it's hard. I think it's really time. Um it's hard. I think it's really hard and the faster that you do it the hard and the faster that you do it the hard and the faster that you do it the harder it is. Uh when I was going harder it is. Uh when I was going harder it is. Uh when I was going through that uh like oh yeah we switched through that uh like oh yeah we switched through that uh like oh yeah we switched from the graph based agent to a um to from the graph based agent to a um to from the graph based agent to a um to the more looping style deep style agent. the more looping style deep style agent. the more looping style deep style agent. I remember very well the conversation I remember very well the conversation I remember very well the conversation with the engineer. He just he's like, "I with the engineer. He just he's like, "I with the engineer. He just he's like, "I did it. I got a tic search working and did it. I got a tic search working and did it. I got a tic search working and this approach does deep research. It this approach does deep research. It this approach does deep research. It does all this stuff just like you does all this stuff just like you does all this stuff just like you asked." Okay, we're going to switch asked." Okay, we're going to switch asked." Okay, we're going to switch rebuild it again in this new technology. rebuild it again in this new technology. rebuild it again in this new technology. And he's like, "Wait, what?" Like, "It's And he's like, "Wait, what?" Like, "It's And he's like, "Wait, what?" Like, "It's working. You did what you're talking." working. You did what you're talking." working. You did what you're talking." Yeah, but it's not as capable as we Yeah, but it's not as capable as we Yeah, but it's not as capable as we wanted it to be. Like, what do you mean? wanted it to be. Like, what do you mean? wanted it to be. Like, what do you mean? You didn't tell me that before. Like, You didn't tell me that before. Like, You didn't tell me that before. Like, and then and then so convince him like, and then and then so convince him like, and then and then so convince him like, "Okay, this is a new approach." And "Okay, this is a new approach." And "Okay, this is a new approach." And then, you know, he does it and it's then, you know, he does it and it's then, you know, he does it and it's good. Two months later, uh, we we're good. Two months later, uh, we we're good. Two months later, uh, we we're we're actually shipping the product uh we're actually shipping the product uh we're actually shipping the product uh on on Tuesday. And then I was like, on on Tuesday. And then I was like, on on Tuesday. And then I was like, "Okay, uh, guys, on Wednesday we're "Okay, uh, guys, on Wednesday we're "Okay, uh, guys, on Wednesday we're going to rebuild it again on the new going to rebuild it again on the new going to rebuild it again on the new approach." And they're like, "What are approach." And they're like, "What are approach." And they're like, "What are you talking about?" Like, like, um, then you talking about?" Like, like, um, then you talking about?" Like, like, um, then they'll say, like, it's it's almost hard they'll say, like, it's it's almost hard they'll say, like, it's it's almost hard on everybody like, "Wait, wait, give me on everybody like, "Wait, wait, give me on everybody like, "Wait, wait, give me more time. I'll I'll make the new way more time. I'll I'll make the new way more time. I'll I'll make the new way the old way do it better." Um, uh, like, the old way do it better." Um, uh, like, the old way do it better." Um, uh, like, and then also they're skeptical. Like, and then also they're skeptical. Like, and then also they're skeptical. Like, now you say that, but like this is going now you say that, but like this is going now you say that, but like this is going to change again, right? Like, who are to change again, right? Like, who are to change again, right? Like, who are you to like make these choices? And the you to like make these choices? And the you to like make these choices? And the answer is, yeah, I'm pretty sure it's answer is, yeah, I'm pretty sure it's answer is, yeah, I'm pretty sure it's going to change again. So, this is, I going to change again. So, this is, I going to change again. So, this is, I think, a leadership problem. It's a think, a leadership problem. It's a think, a leadership problem. It's a technology problem. It's a morale technology problem. It's a morale technology problem. It's a morale problem. It's a team problem. It's a problem. It's a team problem. It's a problem. It's a team problem. It's a company problem and if you're not company problem and if you're not company problem and if you're not careful, it is actually can destroy you.
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careful, it is actually can destroy you. careful, it is actually can destroy you. It can destroy a lot of things because It can destroy a lot of things because It can destroy a lot of things because people lose faith, they lose morale. people lose faith, they lose morale. people lose faith, they lose morale. It's a problem. It's a problem. It's a problem. So, um if my advice is change um and be So, um if my advice is change um and be So, um if my advice is change um and be ready for change, how are you going to ready for change, how are you going to ready for change, how are you going to do it? Three things to give you. do it? Three things to give you. do it? Three things to give you. One, um you just got to prepare people. One, um you just got to prepare people. One, um you just got to prepare people. Well, this is a kind of a people Well, this is a kind of a people Well, this is a kind of a people challenge. So when you build your teams, challenge. So when you build your teams, challenge. So when you build your teams, when you talk to them, when you prepare when you talk to them, when you prepare when you talk to them, when you prepare them, if they're in AI world, you got to them, if they're in AI world, you got to them, if they're in AI world, you got to tell them like expect change. It's tell them like expect change. It's tell them like expect change. It's normal. It's not a problem. It's not normal. It's not a problem. It's not normal. It's not a problem. It's not that you did something wrong. This is is that you did something wrong. This is is that you did something wrong. This is is weirdly like um like helps people like I weirdly like um like helps people like I weirdly like um like helps people like I have a a technology review team and and have a a technology review team and and have a a technology review team and and then and then they're like we can't like then and then they're like we can't like then and then they're like we can't like change. We don't know. We're not sure. change. We don't know. We're not sure. change. We don't know. We're not sure. We can't tell you that in two years from We can't tell you that in two years from We can't tell you that in two years from now this is going to be best. Like now this is going to be best. Like now this is going to be best. Like that's okay. Uh we're gonna we're gonna that's okay. Uh we're gonna we're gonna that's okay. Uh we're gonna we're gonna build these things that change. So just build these things that change. So just build these things that change. So just go with it. You have to pick something. go with it. You have to pick something. go with it. You have to pick something. Um, also whenever possible if you can Um, also whenever possible if you can Um, also whenever possible if you can build an abstraction so that it lets you build an abstraction so that it lets you build an abstraction so that it lets you swap out what's underneath. We have an swap out what's underneath. We have an swap out what's underneath. We have an agent extraction in box and you're able agent extraction in box and you're able agent extraction in box and you're able to go through and be like uh like select to go through and be like uh like select to go through and be like uh like select things underneath and the agent still things underneath and the agent still things underneath and the agent still works the same for the customers but it works the same for the customers but it works the same for the customers but it it's better underneath. Um, and the idea it's better underneath. Um, and the idea it's better underneath. Um, and the idea is that change is not a mistake and and is that change is not a mistake and and is that change is not a mistake and and I highlight like that's very hard for I highlight like that's very hard for I highlight like that's very hard for most people and and I and I would sort most people and and I and I would sort most people and and I and I would sort of just you just I tell them all the of just you just I tell them all the of just you just I tell them all the time change is not a mistake. You time change is not a mistake. You time change is not a mistake. You wouldn't nobody knew six months ago.
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wouldn't nobody knew six months ago. wouldn't nobody knew six months ago. Nobody today will know six months from Nobody today will know six months from Nobody today will know six months from now. It's Seems very true. So uh at Box now. It's Seems very true. So uh at Box now. It's Seems very true. So uh at Box we are now in the habit of reviewing we are now in the habit of reviewing we are now in the habit of reviewing every six months no matter what. This is every six months no matter what. This is every six months no matter what. This is great technology. We love it. Review in great technology. We love it. Review in great technology. We love it. Review in six months like because uh which is just six months like because uh which is just six months like because uh which is just completely crazy for everything else completely crazy for everything else completely crazy for everything else that we're doing. Everything else is that we're doing. Everything else is that we're doing. Everything else is like three years. Um also even though like three years. Um also even though like three years. Um also even though change is critical you um you need to change is critical you um you need to change is critical you um you need to define what you mean when change. If you define what you mean when change. If you define what you mean when change. If you just change all the time there's a new just change all the time there's a new just change all the time there's a new paper it's awesome. You know our CEO paper it's awesome. You know our CEO paper it's awesome. You know our CEO Aaron is very active on all the newest Aaron is very active on all the newest Aaron is very active on all the newest things. He's like check this out. Like things. He's like check this out. Like things. He's like check this out. Like don't change just because of that. Like don't change just because of that. Like don't change just because of that. Like don't change just because it's a trend. don't change just because it's a trend. don't change just because it's a trend. Change because you know it matters. And Change because you know it matters. And Change because you know it matters. And how do you know it matters? Probably how do you know it matters? Probably how do you know it matters? Probably pitch you on eval sets. If you're pitch you on eval sets. If you're pitch you on eval sets. If you're building agents, if you're building AI, building agents, if you're building AI, building agents, if you're building AI, make sure that you know what people make sure that you know what people make sure that you know what people have. You have the ability to give the have. You have the ability to give the have. You have the ability to give the same input, expect certain output. Grade same input, expect certain output. Grade same input, expect certain output. Grade that cost, speed, quality, capabilities. that cost, speed, quality, capabilities. that cost, speed, quality, capabilities. These are the things that you probably These are the things that you probably These are the things that you probably are going to to be wanting. So for us, are going to to be wanting. So for us, are going to to be wanting. So for us, it's easy. Does the new approach work it's easy. Does the new approach work it's easy. Does the new approach work better for our eval sets? What the better for our eval sets? What the better for our eval sets? What the customer cares about? If the answer is customer cares about? If the answer is customer cares about? If the answer is yes, strongly consider switching. If the yes, strongly consider switching. If the yes, strongly consider switching. If the answer is no, don't bother like or or answer is no, don't bother like or or answer is no, don't bother like or or keep working on a little bit of work to keep working on a little bit of work to keep working on a little bit of work to see if you can make sure that you you've see if you can make sure that you you've see if you can make sure that you you've fully explored it. Um and then so the fully explored it. Um and then so the fully explored it. Um and then so the idea is uh build a system that lets you idea is uh build a system that lets you idea is uh build a system that lets you be able to change. And then the third uh be able to change. And then the third uh be able to change. And then the third uh and final piece of advice here is um and final piece of advice here is um and final piece of advice here is um almost certainly none of us can keep up almost certainly none of us can keep up almost certainly none of us can keep up with everything. It is very hard. Um I with everything. It is very hard. Um I with everything. It is very hard. Um I think I heard uh Andre Kaparthy uh he he think I heard uh Andre Kaparthy uh he he think I heard uh Andre Kaparthy uh he he was like everything changes so fast I was like everything changes so fast I was like everything changes so fast I can't keep up. and you're like you're can't keep up. and you're like you're can't keep up. and you're like you're sort of quite famously good at keeping
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sort of quite famously good at keeping sort of quite famously good at keeping up and so like what's the hope for up and so like what's the hope for up and so like what's the hope for everybody else if if that's the case. Um everybody else if if that's the case. Um everybody else if if that's the case. Um and so but then so what you do is you and so but then so what you do is you and so but then so what you do is you rely on somebody else. You rely on a rely on somebody else. You rely on a rely on somebody else. You rely on a technology, you rely on a vendor, you technology, you rely on a vendor, you technology, you rely on a vendor, you rely on a platform. Um you when you rely on a platform. Um you when you rely on a platform. Um you when you select it and um and then here I think select it and um and then here I think select it and um and then here I think very use I mean like whenever you very use I mean like whenever you very use I mean like whenever you whenever anybody's bought technology in whenever anybody's bought technology in whenever anybody's bought technology in the past I would had advised them like the past I would had advised them like the past I would had advised them like look at what they do now. Double check look at what they do now. Double check look at what they do now. Double check the road map. Make sure it's good. Make the road map. Make sure it's good. Make the road map. Make sure it's good. Make sure it's on the path you want but just sure it's on the path you want but just sure it's on the path you want but just focus on what's available now. But I focus on what's available now. But I focus on what's available now. But I think something else here is um should think something else here is um should think something else here is um should do that of course that's most important do that of course that's most important do that of course that's most important thing but like look back how have they thing but like look back how have they thing but like look back how have they handled change what's their attitude handled change what's their attitude handled change what's their attitude towards change how can what can you when towards change how can what can you when towards change how can what can you when you talk to them when you read about you talk to them when you read about you talk to them when you read about their stuff like what happened six their stuff like what happened six their stuff like what happened six months ago what happened a year ago how months ago what happened a year ago how months ago what happened a year ago how did they handle that transition many of did they handle that transition many of did they handle that transition many of the vendors that I really like right now the vendors that I really like right now the vendors that I really like right now have reinvented themselves three times have reinvented themselves three times have reinvented themselves three times in the last year and I now trust that if in the last year and I now trust that if in the last year and I now trust that if something else comes along they're very something else comes along they're very something else comes along they're very good at this they understand agent good at this they understand agent good at this they understand agent technologies they understand the the technologies they understand the the technologies they understand the the eval sets they understand the the eval sets they understand the the eval sets they understand the the observability systems and then you can observability systems and then you can observability systems and then you can say ah okay good I hope that they keep say ah okay good I hope that they keep say ah okay good I hope that they keep up and then I now my sort of thing I up and then I now my sort of thing I up and then I now my sort of thing I need to do is just evaluate whether or need to do is just evaluate whether or need to do is just evaluate whether or not that's a good platform not that's a good platform not that's a good platform so um making sure that you have this so um making sure that you have this so um making sure that you have this sort of platforms that do well is is is sort of platforms that do well is is is sort of platforms that do well is is is critical um and um if anybody's critical um and um if anybody's critical um and um if anybody's interested in unstructured content and interested in unstructured content and interested in unstructured content and AI associated with it uh Box has a booth AI associated with it uh Box has a booth AI associated with it uh Box has a booth downstairs happy to talk to you about downstairs happy to talk to you about downstairs happy to talk to you about those kind of things those kind of things those kind of things um and then um I I'll leave you with um and then um I I'll leave you with um and then um I I'll leave you with this is um I actually I fully bet and I this is um I actually I fully bet and I this is um I actually I fully bet and I believe that um a company that's born believe that um a company that's born believe that um a company that's born this year was born last year um will or
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this year was born last year um will or this year was born last year um will or maybe even a company a medium-sized maybe even a company a medium-sized maybe even a company a medium-sized company or a big company will will they company or a big company will will they company or a big company will will they they'll shoot very high the company that they'll shoot very high the company that they'll shoot very high the company that will dominate tomorrow is is is now born will dominate tomorrow is is is now born will dominate tomorrow is is is now born today. Uh but I kind of bet you that the today. Uh but I kind of bet you that the today. Uh but I kind of bet you that the technology approach that they have right technology approach that they have right technology approach that they have right now is probably going to change multiple now is probably going to change multiple now is probably going to change multiple times before they do that. So times before they do that. So times before they do that. So interestingly it's like the challenge interestingly it's like the challenge interestingly it's like the challenge the advice the thought here is build for the advice the thought here is build for the advice the thought here is build for change change change adaptability arguably that's the moat adaptability arguably that's the moat adaptability arguably that's the moat that you have that you have that you have until that changes. until that changes. until that changes. Okay thank you everyone. Okay thank you everyone. Okay thank you everyone. [applause]
Summary
The main theme is building enterprise infrastructure for continuous adaptation, particularly in the context of AI agents and the massive scale of data and tokens. Key subjects include the evolution of technology from the internet to mobile, cloud, and now AI, and the implications for companies at scale. The practical takeaway is that technology leaders must embrace and adapt to these disruptive changes, as they define the landscape for both established companies and new ventures.