Acquired, on your terms.
Salesforce pays 10x 2026 market cap. Box Agent becomes the neutral front door over the whole Salesforce estate, and the first thing it does is stop recommending Salesforce. The integration team hates it. The customers don't leave.
You spend the earn-out explaining to a $300B company why its own agent has to be indifferent to its own apps.
The incumbent's rational endgame is to buy a neutral agent rather than build one. You were the one they bought. The hard part starts now: keeping Switzerland neutral inside a country.
One path that gets here
A · Ship the agent as a per-seat add-onB · Reverse. Open the store to every agent and stop pretending Box AI is the front doorB · Use the position. Your store sees every agent's request. Build the agent on top of your own gravityA · Keep building. Route to all three labs; stay neutral on everything but the customerA · Take the Salesforce offer