Aaron Levie strikes me as one of the sharpest and most prescient people in SV. I think you must be 100% correct that he's a true nerd about this stuff, or else he could have gone on to a thousand different things outside of Box by now.. he would probably be an incredible VC (I think I recall he was one of the first seed investors in Stripe as a result of cornering Patrick Collison at a house party, talking his ear off, and thoroughly impressing Collison).