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ServiceNow

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Dec 23, 2025 by Arvind Jain · said 4 times in 4 episodes since 2024 · across every show →

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brought up most by Brad Gerstner (3), Apoorv Agrawal (1)

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2025 2 mentions in 2 episodes 1 per episode
2024 2 mentions in 2 episodes 1 per episode

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Everything said about ServiceNow, oldest first

Dec 23, 2025 bullish
Prediction Not checkable as stated
Jain: SaaS leaders will not be relegated to just backend databases
“So I think ultimately, like, software is an end-to-end stack in my opinion, and all of these companies, you know, I don't think they're going away. I don't think, you know, they're going to relegate it to becoming a database.”
Arvind Jain Dec 23, 2025 ▶ 30:13 AI Enterprise - Databricks & Glean | BG2 Guest Interview · Bg2 Pod
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