Box Inc. CEO Aaron Levie said the rapid rise of open-weight AI models, including Alibaba’s Qwen models, could reshape the artificial intelligence industry by increasing competition, lowering costs and shifting value toward AI applications. On Monday, Levie shared a post from Qwen on X announcing its Qwen3.8-Max model, which the company described as its most capable model to date with open-weight releases planned for developers. Reacting to the announcement, Levie wrote, "Another day, another near frontier open weights model release." Qwen said Qwen3.8-Max delivers advanced coding capabilities, professional task performance, long-horizon planning and multimodal intelligence. Levie said the progress of open-weight models would have surprised many observers just months ago, writing, "If you had gone back even 3-6 months and given everyone access to what we’re now seeing in open weights even as a closed model, their minds would be completely blown." He argued, "Models can’t reasonably remain behind closed doors for too long since there will be open-weight models as a counter balance." Levie added, "AI inference will have to get closer and closer to the cost of the underlying infrastructure since you can always run open models yourself." Last month, Tesla Inc. CEO Elon Musk joined Microsoft Corp CEO Satya Nadella and Meta Platforms, Inc. CEO Mark Zuckerberg in supporting open-weight AI models. Nadella called open-weight models "essential to a healthy