What if the biggest companies of the next decade don’t even exist yet—and you’re sitting on the window to build one?

We’ve been here before. In 2005, Aaron Levie launched Box when the internet was slow, browsers were clunky, and iPhones didn’t exist. His timing was perfect: as mobile and cloud reshaped IT, Box rode the wave and became a multi-billion-dollar company.

Now, we’re at the edge of another seismic shift. But unlike the early cloud era—where startups had to convince enterprises to believe—the script has flipped. Enterprises are already bought in on AI. Leaders have used ChatGPT to draft copy or summarize docs. They’ve seen the magic firsthand. The vision no longer needs selling—execution does.

And this creates the single best opening for founders in 10–20 years.

The Real Opportunity: Turning “Useless Work” into Strategic Value

Inside every big company sits a treasure trove of unstructured data: contracts, presentations, invoices, research. Historically, this content has been dead weight—impossible to query, automate, or scale. AI agents change that.

Even more powerful: AI frees teams from the “necessary but useless” work—searching files, summarizing docs, copy-pasting data—that eats up hours but creates zero strategic value.

Instead of burning human capital on repetitive tasks, companies can redirect it to innovation, customer time, and proactive growth. That’s where breakthroughs happen.

And here’s the kicker: AI doesn’t just replace existing work—it unlocks the “backlog of economically unviable projects” companies could never justify staffing. Suddenly, a 50-person startup can execute like a 500-person enterprise.

Why Startups, Not Giants, Will Lead

The SaaS categories of the 2008–2014 era—CRM, payroll, email—are locked down by incumbents. But AI is introducing brand-new “nouns and verbs”—entire categories of work that no software has ever solved because it required human expertise.

Think specialized legal reviews, niche research, or creative analysis. These are greenfield opportunities. No Salesforce, no Gusto, no incumbent. Just wide-open space for a scrappy startup to dominate.

Rethinking Business Models: From Seats to Consumption

Here’s where things get even more exciting. Traditional SaaS was capped by seats: you sold licenses per human. But AI agents aren’t human. They scale infinitely.

This flips monetization to consumption-based models: charge per contract reviewed, per dataset analyzed, per campaign executed. If a human review costs $10, and your AI agent delivers it for $2 with better accuracy, you’ve just redefined the economics of an industry.

The winning companies won’t just sell raw AI—they’ll build workflow software that adds unique value and context. That’s how you preserve 80–90% gross margins and stay defensible even as token costs drop.

The Founder Playbook for the AI Era

Aaron Levie’s advice to founders is simple but urgent:

The cloud era minted Salesforce, Workday, and Box. The AI era will mint the next generation of $10B+ companies.

The only question is: Will one of them be yours?

Founders: Don’t wait. Start building where AI unlocks new value, new workflows, and new markets. The window is open—and it won’t stay open for long.