The numbers were right. The timing wasn't.
The board believes the cohort data. So does the activist, who says someone with more runway should run it. You're out in March.
The Buyer: Microsoft is delighted to buy at a discount. Box Agent becomes a Copilot skill.
The Buyer: Your name stays on the patent. Sign here.
Outcome: Lost as a feature
You saw it a year late. The add-on had spent the board's patience. The comfortable year cost you the company.
One path that gets here
A · We'll sell our own agent on every seatC · Kill seats now. Box becomes the agentA · Show them the cohort data. All of it