# Business agents have clearer product-market fit than consumer agents

Markdown copy of https://realalpha.app/s/business-agents-have-clearer-product-market-fit-than/ on Real Alpha, the best minutes from long interviews with the people building AI. Cite and link the page, not this copy.

- Speaker: [Aaron Levie](https://realalpha.app/people/aaron-levie/) · Aaron Levie is cofounder and CEO of Box.
- Host: [Logan Bartlett](https://realalpha.app/people/logan-bartlett/) · Managing director, Redpoint Ventures · Backs enterprise software companies like Ramp, Cribl, Cyera and Legora.
- Show: The Logan Bartlett Show
- Episode: [Box CEO on Enterprise AI Trends No One is Talking About Yet](https://realalpha.app/v/g9E7iCnYOoI/), Mar 28, 2025
- Moment: 8:28 to 11:45 of the episode (3 min), playing on https://realalpha.app/s/business-agents-have-clearer-product-market-fit-than/; the episode from there: https://realalpha.app/v/g9E7iCnYOoI/?t=508

## Quote

> “Mostly our problem is we **can't keep up** with all the range of use cases customers want.”
> — [Aaron Levie](https://realalpha.app/people/aaron-levie/) at [10:36](https://realalpha.app/v/g9E7iCnYOoI/?t=636) · The Logan Bartlett Show

## Takeaways

1. Outbound sales agents are finding traction in lead generation.
2. Coding agents can handle internal tools that teams might otherwise leave undone.
3. Box sees more demand for document workflows than it can currently satisfy.

## About this segment

Aaron Levie cites demand in sales, coding and document workflows, while saying consumer agents have less traction. Box cannot keep up with the range of customer requests for document automation.

From “Box CEO on Enterprise AI Trends No One is Talking About Yet”, Mar 28, 2025. [Watch the full episode](https://realalpha.app/v/g9E7iCnYOoI/)

## Transcript

Transcribed by machine (Whisper) from the episode’s audio, so a word may be off here and there.

[8:40](https://realalpha.app/v/g9E7iCnYOoI/?t=520) through. I get the feeling you're excited about agents if I read your tweets. Is there an agent that you think has product market fit today? Yes. But a couple of things. I think that I don't know if everybody's equally defining agents in the same way, but I'll give you like three or four. So, you know, one company that I happen to be an investor in, but I think they just independently, you'd probably agree, is this sort of space around outbound selling.

[9:18](https://realalpha.app/v/g9E7iCnYOoI/?t=558) So one company is 11X. I think there's others that are good. And I think they've tapped into, you know, maybe the product market fit right now is like lead gen. And then it kind of expands from there. But for all intents and purposes, people are using this to augment, you know, their sales capacity, you know, generate more demand. That seems to be working. I think, like, writ large coding agents, you know, seem to be working. Again, maybe we could define different levels of agenticness.

[9:45](https://realalpha.app/v/g9E7iCnYOoI/?t=585) Um, uh, but, but what you're seeing in, you know, cursor, windsurf, uh, replit, you know, level of bolt, et cetera, like obviously, you know, probably different use cases, like probably 80% of the vibe coding is more fun and it's interesting to watch and not going into production, but I could see a lot of, you know, product market fit for, Hey, I have this internal it tool. It's not, you know, not the most strategic thing we have to do.

[10:08](https://realalpha.app/v/g9E7iCnYOoI/?t=608) I can have an agent kind of write it or modify it. and then boom, I've just solved that problem that used to maybe go to low-code tools or you'd either never solve or you might hire a contract firm and it would take six months to go build. So I'd say that's product market fit. On our end, we have one of our first kind of agentic use cases in just the fact that it's not kind of a single one-shot in the model is just we extract data from documents so then you can say, hey, here's a contract, here's an invoice.

[10:41](https://realalpha.app/v/g9E7iCnYOoI/?t=641) I want to read the document, put that into a database, and then automate a workflow around it. That's clearly got, at least in our world, product market fit. Mostly our problem is we can't keep up with all the range of use cases customers want. And so there's more demand than the ability to satisfy everything that the customers are asking for. But those are a few. On the consumer side, I'd say probably not a lot of PMF on agents.

[11:10](https://realalpha.app/v/g9E7iCnYOoI/?t=670) But on business, you know, it's my bet was this two years ago. My bet will probably be it in five years from now. We are probably, you know, we're probably over indexed on on the flashiest parts of AI in the consumer world and then under indexed on the things that will just make, you know, hundreds of billions of dollars in B2B. And like, I'm sure like Nikita is like.