The a16z Show · Sunday, October 25, 2026
Aaron Levie predicts that hundreds of companies valued between $1 billion and $10 billion and beyond will emerge by building specialized AI agents to automate distinct job functions across various industries, effectively outrunning both traditional software incumbents and services firms.
“I really think that there will be hundreds of companies that are all 1 billion market cap, 5 billion market cap, 10 billion market cap and beyond. That basically are just, they're taking a job function in the economy, and they're building an agent for that job function, and they're selling that agent to corporations, to services firms, to companies”