[plasticsoprano]

Man you guys are pessimistic and stuck in your bubbles. Asking if box is relevant when they’ve had growth the last two quarters while Dropbox is on the verge of seeing a drop in numbers. Yes ms and Google are seeing more but the product box is putting out is light years ahead of Dropbox, egnyte, and, honesty, most of FAANG, in terms of supporting the average office worker. They aren’t building sexy AI coders but they are making it so Sue Ellen, the EA to the VP of fuckall, can automate things and make life easier for everyone.

I worked at box, albeit for only a year, and saw Aaron’s passion up close. He could step into an executive briefing center meeting and pull out projects the customer was working on a year prior that didn’t directly involve box and ask honest, empathetic questions about it.

He’s a nerd and loves talking about this stuff. Those saying he’s trying to remain relevant or find a new hole for box miss the fact he’s on cnbc and other business channels a few times a year just talking tech. Unless Houston who only shows up when Dropbox has a sad launch to tout.

Aaron is passionate about Box and has been fighting an uphill battle since day one but I’ve held on to my thousands of shares since I left and the value has doubled. I fully expect AI to accelerate their future and lead to a bigger balance sheet.

[clpm4j]

Aaron Levie strikes me as one of the sharpest and most prescient people in SV. I think you must be 100% correct that he's a true nerd about this stuff, or else he could have gone on to a thousand different things outside of Box by now.. he would probably be an incredible VC (I think I recall he was one of the first seed investors in Stripe as a result of cornering Patrick Collison at a house party, talking his ear off, and thoroughly impressing Collison).

[gyanchawdhary]

Sue Ellen, the EA to the VP of fuckall .. I died

[khamidou]

Part of the reason you're seeing pessimism about box is because the stock has barely kept up with inflation. Their IPO price was 23.23 USD, now it's at 32.30. That's 39% of growth while inflation over 10 years is 36%.

So sure their CEO is passionate and on CNBC but the business is clearly not doing that great

[jdlshore]

Stock price isn’t necessarily equivalent to how well the company is doing, though. I’d be more interested in hearing revenue and profit.

(Not asking you to go dig that up, just making the point that the market can be irrational.)

[khamidou]

You can find this online pretty easily, they have only been profitable since 2023 (https://www.macrotrends.net/stocks/charts/BOX/box/eps-earnin...)

[rhetocj23]

Irrational over 10 years? Nah. Thats a reflection that investors dont see much growth in earnings coming from future investments.