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Most of the companies furthest along with AI expect to employ more people, and that is the number everyone is sharing. In a Box survey of 1,640 enterprise IT leaders, 79% of the most AI-mature organizations expect total headcount to grow over the next three years, against 58% of organizations overall. Only 9% say AI agents are mainly eliminating roles today.

The easy reading is that AI creates jobs, so everyone can relax. That reading is not wrong, and it has history on its side. The internet grew marketing teams and cloud computing grew IT departments, at least for a while.

The same report holds a second number. Nearly all organizations (96%) say it is important or very important that AI agents can reach the company’s own content and knowledge, the files and documents the agents would work from. Yet only 36% of those using or testing agents have connected them to trusted internal content across many uses. Most organizations are hiring ahead of the foundation their agents need.