ServiceNow

“SaaS companies tend to be built where there is some platform and data mode placed somewhere. If you think about ServiceNow, they're still sitting on this data mode, which is their CMDB. If you think of Salesforce, they're still sitting on a, what is essentiall…”

“In fact, the service now is a eight billion dollar revenue company growing 30% year on year with a clunky UX.”

“Oracle, Salesforce, and ServiceNow all were almost identical in terms of size. About 3500 to 4000 people. Less than a billion dollars in revenue. Between five hundred million and a billion in revenue.”

“How do you bring other capabilities through a platform strategy and then think about partners who can augment that? The more you do that, frankly, the more sticky you become, the harder you are to displace.”

“And so I am bullish that they will also capture some share of this value. And so I, I'm a buyer of Salesforce and I'm a buyer of Salesforce stock. I'm a buyer of Snowflake stock and I'm a buyer of ServiceNow stock.”

“For example service now, for example, Right. We are working with them.”

“ServiceNow and Salesforce and Workday and all of these companies are being pushed to innovate. Like in other cases, they're like, we have large go to market motions. There's a revenue that we can easily protect and you don't have to, but because they see these…”

“Personally, I think ServiceNow is in a perfect position to go pounce and capture a ton of opportunity around all this AI stuff that's happening.”

“Now everybody talks about sort of the ServiceNow disruption story, but I do think there's a pretty big market even leaving out ServiceNow in sort of the upper mid market area, right? Or lower enterprise or however you want to call it. A lot of that is underser…”

“The, in the Salesforce ecosystem and the ServiceNow ecosystem, there's so much development happening. Those guys are trying to go more horizontal. So there's more opportunity for new players to emerge.”