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PodcastMTSOctober 14, 2026

Why AI Agents Will Demand 1,000x More Compute | Aaron Levie

Levie forecasts enterprise agent swarms, not personal AI assistants, will drive 100-1,000x today's AI compute demand over one to two decades.

  • 100-1000x compute growth: Levie says agent swarms doing decoupled, background task execution—not personal assistants—will drive the next order-of-magnitude jump in AI compute demand.
  • Enterprise, not consumer, is the driver: Personal agents cap out per-user, but enterprise workflows (hedge funds screening every trade, life sciences testing every pathway) scale near-infinitely with compute thrown at them.

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Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.