ServiceNow

3 statements across 3 episodes · 2 bullish · 1 bearish · 3 people on the record · first statement Mar 8, 2025 by Jason Calacanis · said 16 times in 11 episodes since 2022 · across every show →

Mentions by year

brought up most by Jason Calacanis (5), Chamath Palihapitiya (5), Roelof Botha (2), Thomas Laffont (1), Nikesh Arora (1), Marc Benioff (1), David Friedberg (1)

mentionsepisodesper episode tap a year for its mentions

2026 4 mentions in 4 episodes 1 per episode

Thomas Laffont: The $4T AI IPO Wave Is Coming… and We’ve Never Seen Anything Like It Jun 4, 2026 · 1 mention · from 6:39
Trump-Xi Summit, Benioff: "Not My First SaaSpocalypse," OpenAI vs Apple, Multi-Sensory AI, El Niño May 15, 2026 · 1 mention · from 32:03
Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick Feb 7, 2026 · 1 mention · from 17:17
All-In's 2026 Predictions Jan 10, 2026 · 1 mention · from 1:08:28
every mention in 2026, scene by scene →

2025 6 mentions in 2 episodes 3 per episode

Tariffs, Trump's Economic Endgame, Market Chaos, Bitcoin Reserve, CoreWeave IPO Mar 8, 2025 · 4 mentions · from 26:32
Sequoia’s Roelof Botha: Why Venture Capital is Broken & How Great Companies Are Built Oct 9, 2025 · 2 mentions · from 16:22
every mention in 2025, scene by scene →

2024 3 mentions in 3 episodes 1 per episode

Trump's Cabinet, Google's Quantum Chip, Apple's Flop, TikTok, State of VC Dec 13, 2024 · 1 mention · from 1:04:23
Nikesh Arora | All-In Summit 2024 Sep 23, 2024 · 1 mention · from 13:17
Marc Benioff | All-In Summit 2024 Sep 15, 2024 · 1 mention · from 21:13
every mention in 2024, scene by scene →

2022 3 mentions in 2 episodes 2 per episode

E85: SBF's crypto bailout, Zendesk sells for ~$10B, buyout targets, US diplomacy, AlphaFold & more Jun 30, 2022 · 2 mentions · from 39:36
E73: Late-stage VC markdowns and mistakes, market strategy, Ukraine/Russia update with Brad Gerstner Mar 26, 2022 · 1 mention · from 9:35
every mention in 2022, scene by scene →

every mention, scene by scene, with the transcript →

Everything said about ServiceNow, oldest first

Mar 8, 2025 negative

Assertion Supported

Calacanis: Government paid for 35,855 ServiceNow licenses used by 84 people

“35,855, according to Doge, breaking news, ServiceNow licenses on three products only being used by 84 people in our government. 11,000 Acrobat licenses with zero point zero users.”

Jason Calacanis Mar 8, 2025 ▶ 26:32 Tariffs, Trump's Economic Endgame, Market Chaos, Bitcoin Reserve, CoreWeave IPO

Oct 9, 2025 bullish

Assertion Supported

Botha: Palo Alto, ServiceNow, HubSpot, and MongoDB scaled 10x post-IPO

“And by the way, even in more recent memory, if you look at the last ten-ish years, Palo Alto, ServiceNow, HubSpot, MongoDB, these companies have all been 10 Xers as public companies.”

Roelof Botha Oct 9, 2025 ▶ 16:44 Sequoia’s Roelof Botha: Why Venture Capital is Broken & How Great Companies Are Built

Mar 27, 2026 bullish

Opinion

Chamath: Nvidia is unbelievably accretive despite being mispriced like SaaS

“Except Nvidia. Which is the most unbelievably accretive, well-run company, highest margins, you know, making two hundred billion dollars. And they're treating it like they're treating ServiceNow and Snowflake.”

Chamath Palihapitiya Mar 27, 2026 ▶ 32:49 Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Major Lawsuits

ServiceNow

Mentions by year

Everything said about ServiceNow, oldest first

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