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Will ‘Cloud-Only’ Cast a Shadow on the Box IPO?

January 22nd, 2015

Box CEO and co-founder Aaron Levie is obsessed with the cloud. He wears cloud socks, the license plate of his car said “Go Cloud” and he tweets about “cloud” constantly.

Back in 2010, he asked if it was a “problem to judge girls you meet by how much they know about cloud computing?”

In 2011 he predicted that “for everyone in cloud and the enterprise, this is going to be a very big year for us all.” We guess you could say Box had an exciting year: it landed Proctor and Gamble as a customer.

In 2012 Levie reported “I’m just struggling with a world where #Tebow is more exciting to the general population than cloud computing.”

In 2013 he suggested that a book about cloud storage would be a blockbuster: ”There’s a Facebook book. And now a Twitter book. Shocked that no one wants to write about the cloud storage industry. #bestseller”

In 2014 he told the world that a win for Box (after gaining 300,000 employee GE as a customer) is a win for “cloud, user-centric IT, enterprise mobility and more. There is a real sea change in software adoption happening.”

So far this year he’s had to put a muzzle on it (and we’ve missed his stream of jesting tweets) as he waits for its company to go public, which should happen tomorrow. It’s expected to open at $14 a share.