ServiceNow, every mention
111 scenes, the whole family · ← back to ServiceNow
tap a year for its mentions
every year anyone Harry Stebbings 35David Schneider 33Jason Lemkin 21Rory O'Driscoll 8Alex Clayton 7Pat Grady 6Frank Slootman 6Chris Degnan 6Jeff Wang 5Eran Zinman 5
Verbatim, from the transcripts: the passages where ServiceNow comes up
Inside Sequoia's Investment Committee | How the SpaceX & Citadel Deals Went Down | Julien Bek
- ▶ 1:11:49 Julien Bek And in the case of ServiceNow, I think they're, they've never hired so many system integrators.
Arena CEO: There Will be a $100BN US Open-Source Model & Data is a Trillion Dollar Market
- ▶ 59:29 Harry Stebbings I think if you're a service now, a Salesforce, incredibly difficult, incredibly hard.
Jensen's Open-Weights Letter | Google Cloud Grows 82% But The Market Tanks
- ▶ 29:43 Jason Lemkin Not by those extra modules at service.
- ▶ 1:02:05 Rory O'Driscoll Just curious, because they obviously had their little bump this quarter. 4 times in the scene
Wix Founder: Will Base44 Win the Vibe-Coding Wars? | The Truth About the Economics of Vibe-Coding · 20VC with Harry Stebbings
- ▶ 5:37 Avishai Abrahami Salesforce is down, ServiceNow is down, Figma would be down.
Why Anthropic Are Causing a Comp Crisis & Why You’d Never Hire From Salesforce or ServiceNow · 20VC with Harry Stebbings
- ▶ 0:09 Chris Degnan ServiceNow. 2 times in the scene
- ▶ 5:34 Chris Degnan ServiceNow? 4 times in the scene
Anthropic's Raise & What It Means for Potential IPO? Mag7: Google & Amazon Up, Meta & Microsoft Down · 20VC with Harry Stebbings
- ▶ 46:06 Rory O'Driscoll Believing all the bullshit, and they get, they're still pretty lofty, like ServiceNow was before the last announcement.
Anthropic Raises $45B but Falls Short on Compute & Thoma Bravo Hand Back Medallia Keys to Creditors · 20VC with Harry Stebbings
- ▶ 10:10 Harry Stebbings A la ServiceNow, a la, we had, you know, Mike from Atlassian on who talked about the increased rate of multi-year enterprise deals that are very large. 4 times in the scene
AppLovin CEO: Why Founders Shouldn't Angel Invest & Why the Best Don't Need Mentorship · 20VC with Harry Stebbings
- ▶ 56:39 Harry Stebbings We've seen a wave of buybacks, whether it's Wix or ServiceNow, among many other Salesforce, huge.
SpaceX's Financials Leaked: Is it Worth $2TN | Meta Debuts Muse Spark: Are They Back in the AI Race? · 20VC with Harry Stebbings
- ▶ 28:21 unnamed speaker They're not willing to pay 60%, and so we can say all these companies have moats, and ServiceNow has the biggest moat of all, so it shouldn't be sold off, and this and that, but if your agents are only 60% as good, you're, you're, you're… 5 times in the scene
OpenAI Kills Sora & Hits $100M ARR on Ads | Oura Going Public & Whoop Raises at $10BN · 20VC with Harry Stebbings
- ▶ 44:36 unnamed speaker So it's not, it's not service now error, right? 3 times in the scene
Why Margins Don't Matter for Early-Stage Startups | Gili Raanan · 20VC with Harry Stebbings
- ▶ 17:44 Gili Raanan Palo Alto Networks, or ServiceNow, who are, you know, part of the Sequoia Capital portfolio, so I had access to, to the numbers, and, you know, this is, this is, you know, this is insane pace, what we've demonstrated.
Why You Need a $1B Fund To Do Series A | SpaceX at $2TRN & Data Centers in Space | Groq's $20BN Deal · 20VC with Harry Stebbings
- ▶ 56:56 unnamed speaker It's very different at Salesforce or ServiceNow.
Gokul Rajaram: How to Analyse for Durability and Defensibility in a World of AI · 20VC with Harry Stebbings
- ▶ 18:55 Harry Stebbings Did you see ServiceNow CEO's three million buyback?
Mitchell Green: Why 50% of VCs Should Not Exist · 20VC with Harry Stebbings
- ▶ 23:54 Harry Stebbings You know, there's ServiceNow CEO who bought three million dollars worth. 3 times in the scene
Monday.com CEO on Is SaaS Dead: Will Everything Be Vibe Coded | Eran Zinman · 20VC with Harry Stebbings
- ▶ 5:38 Eran Zinman Uh, but at the, you know, she could have done it for, uh, Salesforce or ServiceNow, or she could even create, like, a search engine or a social network at the same time, so, um, so again, like, it's, it's a matter of perspective, I guess.
- ▶ 42:14 Harry Stebbings We saw ServiceNow CEO spend three million bucks and that was revealed to be less than his car collection, which was a rather annoying title for an article.
- ▶ 45:16 Eran Zinman Again, I don't think we're unique because, you know, ServiceNow is down 50%, Salesforce is down 60%, so
- ▶ 1:00:31 Eran Zinman The way I look at this today, service dominated by ServiceNow, CRM dominated by Salesforce is open market today.
Citrini Research Breakdown: Agents, "Ghost GDP", Consumer Spend | Figma Earnings Beat · 20VC with Harry Stebbings
- ▶ 13:26 Jason Lemkin Service now builds these great agents, and I believe Agent Forest has a shot, and I believe others, but they're all being disrupted in real time, and that's why the folks, Harry interviews on TwentyVC are stressed as F.
- ▶ 25:03 unnamed speaker Um, I think he was on the show, in other words, and revisiting this in a few minutes, but I think jumping straight to the, oh my God, the GDP is ending with no thought process to, I even believe that basically he was hypothesizing a…
Insights from Coatue's Growth Investor Lucas Swisher · 20VC with Harry Stebbings
- ▶ 25:54 Lucas Swisher Salesforce Workday ServiceNow.
OpenAI's Codex Lead: Why Coding as We Know It is Over · 20VC with Harry Stebbings
- ▶ 47:25 Harry Stebbings So then, if we take that stance, Salesforce and ServiceNow, you know, they're down 20, 30, 40%.
Thrive Raises New $10B Fund | OpenAI Buys OpenClaw | Stripe at $140B: Is Adyen Wildly Undervalued? · 20VC with Harry Stebbings
- ▶ 22:30 Jason Lemkin What's the commonality between ServiceNow Salesforce and Shopify?
- ▶ 28:15 Jason Lemkin like service.
- ▶ 30:13 Rory O'Driscoll In one of those companies, Salesforce ServiceNow, you're now living in a lower growth world where you got to make the model work financially while at the same time investing in the future, because if you just make the model work…
- ▶ 1:07:02 Harry Stebbings Is it the data holder, which holds the data, your Salesforce, your ServiceNow, your, you name it, or is it an independent third party that sits as a layer between?
- ▶ 1:33:11 Jason Lemkin ServiceNow will be the slowest. 2 times in the scene
Klarna CEO: SaaS is Dead: Why Systems of Record Will Die in an Agentic World · 20VC with Harry Stebbings
- ▶ 3:05 Harry Stebbings If that is the case, should ERPs and ServiceNow's and Salesforce's not be dramatically threatened?
Anthropic's Super Bowl Ad: Who Won & Lost? | Sierra Hits $150M ARR: Is Customer Support Too Crowded? · 20VC with Harry Stebbings
- ▶ 48:35 Mike Cannon-Brookes You got ServiceNow and us and others at the top end, you got a lot of legacy providers out there, there's still tons of legacy providers of service, and then you've got lots of customer service companies, um, you know, 2 times in the scene
a16z, Anish Acharya: Is SaaS Dead? Do Margins Still Matter? Why We Are Not in an AI Bubble? · 20VC with Harry Stebbings
- ▶ 6:11 Anish Acharya Two, if you look at the incumbents today, like ServiceNow is not IBM. 3 times in the scene
The SaaS Massacre: Public Market Collapse |Microsoft Lost $360B & NVIDIA’s $100B Dispute with OpenAI
- ▶ 16:48 unnamed speaker We're pointing out, and I think you did a great post on this for the best systems of record like ServiceNow. 2 times in the scene
Predictions for 2026: Top Buy & Biggest Short | Why Salesforce Could Win & NVIDIA’s Challenges · 20VC with Harry Stebbings
- ▶ 52:20 unnamed speaker A service now can figure that out at scale, right?
a16z's David George on the Most Controversial Bet at a16z & Do Margins and Revenue Matter in AI? · 20VC with Harry Stebbings
- ▶ 4:56 David George Um, I never would have expected in the last wave that companies like Salesforce would be worth two hundred thirty billion dollars or ServiceNow would be worth one hundred seventy five billion dollars or CrowdStrike, one hundred thirty…
- ▶ 35:54 David George Even if you're not a network effect driven business, if you're salesforce.com or, you know, Workday or ServiceNow or CrowdStrike, the more you become the leader, the more resources come your way, and the easier things get for you,…
Eventbrite Sold for $500M, Databricks $5B Raise at $134B Valuation & Why SaaS is Like Japan · 20VC with Harry Stebbings
- ▶ 19:35 Jason Lemkin Probably just before we started doing this, it kind of felt like the enterprise was going to win, that ServiceNow and everybody was going to win, and then it doesn't feel like that at all.
Opendoor CEO, Kaz Nejatian: OpenAI and Oracle, How Can Either Afford to Do This · 20VC with Harry Stebbings
- ▶ 1:06:37 unnamed speaker And we're looking and we're looking at, we're looking at, um, service now kind of faking it.
ElevenLabs CEO/Co-Founder, Mati Staniszewski:The Untold Story of Europe’s Fastest Growing AI Startup · 20VC with Harry Stebbings
- ▶ 1:06:10 Mati Staniszewski Can we bring our, our work internationally, so expand into other regions, and then double down on the agentic platform, so start building even more of the true enterprise, um, uh, functionality, whether it's the reliability you need,…
20Sales: $0-$3.7BN: The Databricks CRO's Playbook to Build the Fastest GTM Engine in SaaS History | How Databricks Beat Snowflake | How To Build a Sales Org of 5,000 and Close $190M Deals with Ron Gabrisko
- ▶ 59:02 unnamed speaker Look at ServiceNow.
Figma’s IPO: The Full Breakdown & Why Melio’s $2.5BN Acquisition is “Discouraging” · 20VC with Harry Stebbings
- ▶ 2:37 Jason Lemkin So, uh, you know, the, the overall Nasdaq's on fire, but, you know, um, you know, Bill McDermott from, from ServiceNow just joined.
Chime IPO: Are IPOs Hotter Than Ever? · 20VC with Harry Stebbings
Rippling vs. Deel Lawsuit: WTF Happens Now? The Future of the Late Stage Private Market · 20VC with Harry Stebbings
- ▶ 26:24 Rory O'Driscoll If you wait, you know, two years from now you're competing with service now and the move work acquisition is killing it and you're now second or third in the space.
- ▶ 1:16:54 Rory O'Driscoll I think look at what ServiceNow is doing very aggressively.
Bucky Moore @ Lightspeed Venture Partners: Why You Cannot Do VC If You Do Not Do Pre-Seed · 20VC with Harry Stebbings
- ▶ 5:50 Bucky Moore Like you talk about ServiceNow doing, you know, billions of dollars in ARR and growing, you know, 20, 30% year over year, and you're like, this is an amazing company.
What Does it Take to Be Good at Series A and B Today? · 20VC with Harry Stebbings
- ▶ 44:12 Harry Stebbings Service now popping 24%, growing 20%, well, almost 20%, at twelve billion in ARR. 8 times in the scene
How LP Deployment to Venture Will Change in 2025 & Are Endowment Funds in Trouble? · 20VC with Harry Stebbings
- ▶ 22:42 Jason Lemkin They're just playing with service now and they're just playing with things.
- ▶ 59:38 Jason Lemkin There's not going to be that a hundred kids that want to build the next service now.
Benchmark GP, Victor Lazarte: The 3 Traits All the Best Founders Have · 20VC with Harry Stebbings
- ▶ 35:56 Harry Stebbings It's not super sticky service now revenue.
20VC: The Daily Deal: Coreweave IPO | Scale Hits $25BN on $2BN EOY Revenue | Sequoia's 25x Return on Wiz | Tech Stocks Tank with Tariffs | Cursor: Defensible or Dangerous Example of Lost Moats in Tech
- ▶ 14:04 Jason Lemkin I mean, uh, ServiceNow, which has been conservative in M&A, we'll talk about it. 3 times in the scene
- ▶ 28:57 unnamed speaker Long story short, over that period of time, you know, about 250 of our 300 customers were also ServiceNow customers, and we could see ourselves working really well together. 16 times in the scene
- ▶ 40:38 unnamed speaker As I said before, I think ServiceNow is underrated, and I think that what I felt strongly about is 3 times in the scene
George Sivulka, Co-Founder & CEO @Hebbia: The Future of Foundation Models | E1250 · 20VC with Harry Stebbings
- ▶ 1:03:21 Harry Stebbings ServiceNow, Salesforce, or UiPath.
Eran Zinman, Co-Founder & Co-CEO @Monday.com: Going Upmarket, International and Multi-Product |E1247 · 20VC with Harry Stebbings
- ▶ 6:58 Eran Zinman We said, look, if we look at the market today, you know, CRM, what's the leader Salesforce, uh, for example, you know, it might be service now, but who, who's the leader today?
- ▶ 41:10 Eran Zinman Uh, with CRM, we compete with, you know, HubSpot, Salesforce a little bit, Zoho, Service, we can see, um, uh, Jira Service, uh, Freshdesk, um, a little bit Service now, although they're very focused on the enterprise.
AJ Tennant: How to Build a Sales Machine and Where Most Go Wrong | E2118 · 20VC with Harry Stebbings
- ▶ 27:43 AJ Tennant You know, I, I took a page out of Dave Schneider's book from ServiceNow and
Jeff Wang: Sequoia Capital's $9BN Global Equities Fund on The Future for NVIDIA, Google & Meta|E1212 · 20VC with Harry Stebbings
Bret Taylor: Why Pre-Training is for Morons & Companies Will Build Their Own Software | E1209 · 20VC with Harry Stebbings
- ▶ 14:11 unnamed speaker So Salesforce service now Adobe, um, and the extremely long tail of solutions there.
Eric Vishria: Where is the Value in AI - Chips, Models or Apps? | E1206 · 20VC with Harry Stebbings
- ▶ 23:18 Eric Vishria In that, I would put, like, Jira, um, which is Atlassian, GitHub, ServiceNow, you know, a computer, whatever, development environment, Git, whatever.
Akshay Kothari: How Notion Has More Money Than Ever & Why Startup Fundraising is Broken | E1203 · 20VC with Harry Stebbings
- ▶ 34:42 Akshay Kothari So he can essentially tell you, you are where, you know, ServiceNow was like, 12 years and two quarters ago, right?
David Schneider: Why the Worst VCs are "Seagull VCs" & VC Value Add - Is it Real? | E1200 · 20VC with Harry Stebbings
- ▶ 1:51 David Schneider Um, and then the next one is, I spent, uh, 10 years at ServiceNow, uh, joining Frank Slootman again, who I had the privilege of working with at Data Domain. 2 times in the scene
- ▶ 8:25 David Schneider So basically the seller's job is to make sure that the value that you're providing is well understood, and we, we adopted a sales methodology at ServiceNow that featured this, where we had joint value discussions, and we called it a value…
- ▶ 10:44 David Schneider You're at ServiceNow in 2011.
- ▶ 15:26 David Schneider I could think of a couple specific situations where we were dealing with a customer opportunity that's at ServiceNow, and one of my sales engineers said, I'm working on something where it is ticketing, very similar to what we did for IT… 2 times in the scene
- ▶ 16:46 Harry Stebbings The numbers with ServiceNow are quite mind-boggling. 4 times in the scene
- ▶ 20:22 David Schneider And so, um, I have to be able to, in my role when I was president and CRO at ServiceNow is to be able to look at the CFO and the CEO and say, I've got this.
- ▶ 23:48 Harry Stebbings 80,000,090 million, give or take, for when you came to ServiceNow to five billion. 2 times in the scene
- ▶ 25:23 David Schneider If I go back in ServiceNow, we knew that we wanted to take that company public in a year and a half to two years after getting there. 6 times in the scene
- ▶ 30:21 Harry Stebbings What's a big mistake that you made with ServiceNow when you think about the mistakes made in that journey? 2 times in the scene
- ▶ 30:50 David Schneider We built a product called ServiceNow Express. 6 times in the scene
- ▶ 32:35 David Schneider What started happening at ServiceNow that we took advantage of was our customers started using our product in places that weren't 6 times in the scene
- ▶ 36:10 David Schneider Frank and I, when we got to ServiceNow, there was a group called Customer Success.
- ▶ 43:58 David Schneider So even in year one, at ServiceNow, when we sold a contract, it could be a million dollar contract, we never really fully sized what the customer could be, 2 times in the scene
- ▶ 55:54 David Schneider So for example, when I led the review of any portion of ServiceNow or Data Domain, I started with the three things that were working, that were really green, and the three things that were red.
- ▶ 57:57 David Schneider Well, so Doug Leone was on my board at, at ServiceNow. 2 times in the scene
- ▶ 1:07:48 David Schneider So I worked with Bill at the end of my ServiceNow career. 2 times in the scene
Nicholas Chirls: Why Big VCs Ruin Startups, VC is a Ponzi Scheme Today & Most VCs are Bankers |E1198 · 20VC with Harry Stebbings
- ▶ 47:45 Harry Stebbings Doug Leone actively walked Fred Luddy back from selling ServiceNow for a couple of billion, a billion, whatever.
Saam Motamedi: Why Series B Won’t Make Money & Why $1M ARR is a BS Milestone for Series A | E1177 · 20VC with Harry Stebbings
- ▶ 16:41 Saam Motamedi We talk about Salesforce, we talk about Workday, which started at Greylock ServiceNow. 2 times in the scene
Pat Grady: Sequoia Partner on Investing Lessons from Doug Leone, Roelof Botha and Alfred Lin | E1174 · 20VC with Harry Stebbings
Andrew Bialecki: Is Klaviyo the Most Under-Priced Public Company? | E1170 · 20VC with Harry Stebbings
- ▶ 56:09 Harry Stebbings Like service now is a great business.
Jason Lemkin: PluralSight S*** the Bed & The Next IPO Candidates | E1160 · 20VC with Harry Stebbings
- ▶ 16:29 Jason Lemkin That, that and, you know, I mean, ServiceNow is more enterprise, but why isn't the 115% NRR playbook working for them?
- ▶ 23:51 Jason Lemkin Even service now, like it seems like it's doing well, but the average service now customer signs over a three-year contract with 99% retention. 2 times in the scene
Jason Lemkin: Why Pricing is Worse Than Ever and There is More Funding Than Ever | E1157 · 20VC with Harry Stebbings
- ▶ 1:00:59 Jason Lemkin It doesn't work if you come out of ServiceNow where the average customer lasts a 118 years, um, and GRR is 99%. 3 times in the scene
Girish Mathrubootham: Biggest Product and Pricing Lessons from Scaling to $597M in ARR | E1142 · 20VC with Harry Stebbings
- ▶ 23:19 Girish Mathrubootham It's the most affordable alternative and the best alternative service now in the market today.
Frank Quattrone: Lessons from 650 M&A Deals Worth Over $1TRN & Taking Amazon and Cisco Public| E1121 · 20VC with Harry Stebbings
- ▶ 27:25 Frank Quattrone So meet with the Googles and Amazons and, uh, Microsofts and ServiceNow and whoever, Oracles and SAPs.
20VC: Doug Leone, Bill Ackman, Bill Gurley and Orlando Bravo on "Does Price Matter"; When to Pay Up vs When to Stay Disciplined, The Biggest Lessons on Price Discipline from 8 of the World's Best Investors
- ▶ 24:58 David George So in B to B, you know, Salesforce, Workday, ServiceNow, they command almost all the market cap in their respective markets.
Brian Halligan: Leadership Lessons Scaling Hubspot to $28BN | E1103 · 20VC with Harry Stebbings
- ▶ 42:02 Brian Halligan But if I'm looking for somebody who's in at ServiceNow now or into it, Intuit, and yeah, that's pretty interesting to me.
Jason Lemkin: Predictions for 2024 - What Does a Trump Administration do for Startups? | E1099 · 20VC with Harry Stebbings
- ▶ 48:02 Jason Lemkin If we have to wait for service now,
The Ultimate AI Roundtable: What Happens Now in AI, Why Google are Vulnerable | E1085 · 20VC with Harry Stebbings
- ▶ 11:04 unnamed speaker And then if you take the top 100 publicly traded cloud companies, both on B to C and B to B sides of Netflix and ServiceNow, they have equivalent market cap, about 2.1 trillion for both.
Howie Liu: Decoding Airtable's $11B Valuation; The Impending AI Revolution in Enterprise | E1053 · 20VC with Harry Stebbings
- ▶ 25:05 Howie Liu Uh, side of the equation, you know, I think, um, any company sub one billion in revenue is, is, uh, is an upstart compared to the enterprise type, you know, whether you're Salesforce or service now, or obviously, um, you know, the, uh, the…
- ▶ 33:13 Howie Liu In the enterprise, whether it's the, uh, head of IT for service now selling ITSM, or, you know, initially for, for Salesforce head of sales, uh, now head of support, et cetera.
- ▶ 36:16 Howie Liu One in that we're much faster to build on and deploy than say a ServiceNow or a PowerApps.
- ▶ 41:03 Howie Liu Um, and frankly, if the million is just a starting point, I mean, you've got really large enterprise vendors like, uh, ServiceNow or Salesforce that literally are doing multi-deca million or even hundred million dollar
Jason Lemkin & Rick Zullo: How "Mark to Market" Corrupted Venture Capital | E1052 · 20VC with Harry Stebbings
- ▶ 3:05 Jason Lemkin That the service now is in the Salesforce and B to B this,
Alex Lebrun: Why the EU's AI Regulation is a Disaster; How Zuck Prepares for Meetings | E1027 · 20VC with Harry Stebbings
- ▶ 1:08:44 Alex Lebrun They were acquired by ServiceNow for, sort of, amounts are raised.
Tomasz Tunguz: How I Raised $230M; ChatGPT vs. Google; How LLMs Work; Trump vs DeSantis | E1004 · 20VC with Harry Stebbings
- ▶ 31:11 Tomasz Tunguz And then if you take the top 100 publicly traded cloud companies, both on B to C and B to B sides, Netflix and ServiceNow, they have equivalent market cap, about 2.1 trillion for both.
Ariel Cohen: The Death of Salesforce; How OpenAI is Changing the Travel Industry | 20VC #975 · 20VC with Harry Stebbings
- ▶ 30:59 Ariel Cohen So I think these companies that innovated something in the nineties, ah, Siebel, eh, SAP, Concare, and these companies that innovated something, eh, 10 years later, Salesforce, ah, ServiceNow, you know, Workday, innovated back then.
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