ServiceNow, every mention

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every year anyone Brad Gerstner 3Apoorv Agrawal 1

Verbatim, from the transcripts: the passages where ServiceNow comes up

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AI Enterprise - Databricks & Glean | BG2 Guest Interview · Bg2 Pod Dec 23, 2025 · 1 mention

  • ▶ 28:25 Apoorv Agrawal The three hundred billion dollar companies of today at that layer, software, apps, Salesforce, ServiceNow,

Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2 · Bg2 Pod Jul 10, 2025 · 1 mention

  • ▶ 1:15:21 Brad Gerstner I, I wanted to say, you know, Michael and myself, Dara Khashrashahi, David Solomon from Goldman, Renee Haas from Arm, uh, you know, uh, Bill McDermott from, uh, uh, ServiceNow, and a group of us were at the White House, uh, a few weeks ago…

Ep8. AI Models, Data Scaling, Enterprise & Personal AI | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod Apr 29, 2024 · 1 mention

  • ▶ 20:45 Brad Gerstner My assumption is you, we heard it out of ServiceNow, their demand, uh, you know, is accelerating.

Ep6. AI Demand / Supply - Models, Agents, the $2T Compute Build Out, Need for More Nuclear & More · Bg2 Pod Apr 4, 2024 · 1 mention

  • ▶ 55:06 Brad Gerstner So the data bricks and the snowflakes, and maybe even the service now and Salesforce, they've caught a little bit of a bid, but a lot of software is, you know, is trading well below it's pre COVID multiple.
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