Software Stocks Rebound, AI Adoption

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CNBC

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Box CEO: Trump's deregulation could spark a tech supercycle

Summary

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Box CEO Aaron Levie : Companies are investing more and more in AI to drive automation across their enterprise.

Levie says the tone of customers is super, you know, oriented toward innovation.

He says there's some sense of, OK, we could have less regulation. That would be a boom in, in various.

sectors, energy, and manufacturing sectors, tend to.

to correspond to those booms. And so I think we're seeing that that that sort of,.

you know that regulation overhang and some of the investment cycle overhang.

begin to to subside. We've seen some false starts.

Aaron Levy : "There's a sense of, you know, we could be entering one of those cycles. I think there's a tone, which is, well, what if we could actually have a pro growth.. cycle that was about how do you get more manufacturing, how do we get more energy? How do we.

get more autonomous technologies, whether that's, you.

know, cars or, or AI products. And, and I think you're going to see it across so many other spaces. I'm just going to get to work building a.

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