Box CEO @levie says AI has been “unequivocally” a net positive for software. “You look at infrastructure providers—the Cloudflares of the world—totally on fire, because agents need sandboxes, they need compute, they need network, they need gateways. Great business.” “For us, we have reaccelerated growth far past our internal plans because it turns out that enterprises need core systems to be able to manage their unstructured data.” “Agents need to be able to work with that unstructured data…