Why it matters
Levie isn't a skeptic: he says Box would 'cease to function' without coding agents. That is the trap, the spend is at once unavoidable and unplanned, and finance teams meet consumption pricing only after the invoice lands.
Tokenmaxxing read
Box already stood up 13 new AI roles like AI architect to ride this. The desk read: the budgeting gap is structural, not a forecasting miss, because token spend scales with adoption, not headcount, so the fix is per-workload routing, not a fatter line item.
Source takeaway
Cash-rich Valley firms can raise their way through surprise token bills; mainstream enterprises cannot. Levie's prescription is to match the model to the task so nobody pays frontier rates to summarize a memo.
