ServiceNow

7 statements across 2 episodes · 3 bullish · 3 bearish · 2 people on the record · first statement Jun 29, 2023 by Frank Slootman · said 50 times in 7 episodes since 2023 · across every show →

Mentions by year

brought up most by Sarah Guo (31), Bill McDermott (8), Frank Slootman (3), Elad Gil (3), CJ Desai (2), Jensen Huang (1), Elias Torres (1), Bret Taylor (1)

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2026 40 mentions in 2 episodes 20 per episode
2024 4 mentions in 4 episodes 1 per episode
2023 6 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about ServiceNow, oldest first

Jun 29, 2023 negative
Opinion
Slootman: Traditional SaaS subscription contracts are inequitable to enterprise customers
“You know, when I was at ServiceNow, you know, I always felt that it was not an equitable relationship that we have with our customers. Cause oftentimes, you know, they would sign up with us for many millions of dollars and It took them nine months to even get …”
Frank Slootman Jun 29, 2023 ▶ 45:14 No Priors Ep. 23 | With Snowflake's CEO Frank Slootman
Apr 17, 2026 bullish
Assertion Supported
McDermott: Customer Relationship Management is ServiceNow's fastest-growing TAM
“We serve everything from IT to the employee experience to our fastest growing TAM, Customer Relationship Management, obviously all the work that the creators do.”
Bill McDermott Apr 17, 2026 ▶ 41:52 Scaling Global Organizations in the Age of AI with ServiceNow Chairman and CEO Bill McDermott
Apr 17, 2026 negative
Assertion Not checkable as stated
McDermott: Replicating a ServiceNow app with LLMs costs 10x more
“We've actually done the math on this. And so for a simple application on our platform, it would be 10 times greater in cost to try to replicate it with a language model.”
Bill McDermott Apr 17, 2026 ▶ 23:49 Scaling Global Organizations in the Age of AI with ServiceNow Chairman and CEO Bill McDermott
Apr 17, 2026 bearish
Prediction Not checkable as stated
McDermott: Single-function SaaS faces high AI risk; platforms remain safe
“So if you think about companies that do something that span multiple departments or are a serious system of record, That is very hard to replicate. They're safe, and they'll, they'll be a part of the future. If you're serving one function, and what you do is n…”
Bill McDermott Apr 17, 2026 ▶ 31:00 Scaling Global Organizations in the Age of AI with ServiceNow Chairman and CEO Bill McDermott
Apr 17, 2026 bullish
Assertion Supported
McDermott: ServiceNow hosts over 85B workflows and 7T transactions
“Right now I believe the last time I looked at it was more than eighty-five billion workflows are in flight as we're having this podcast, and We got seven trillion transactions happening on that platform.”
Bill McDermott Apr 17, 2026 ▶ 31:38 Scaling Global Organizations in the Age of AI with ServiceNow Chairman and CEO Bill McDermott
Apr 17, 2026 neutral
Disclosure
McDermott starts his workday with 17 meetings with quota-carrying sales reps
“For example, yesterday I started my day with 17 conversations with 17 quota carrying reps.”
Bill McDermott Apr 17, 2026 ▶ 54:50 Scaling Global Organizations in the Age of AI with ServiceNow Chairman and CEO Bill McDermott
Apr 17, 2026 bullish
Assertion Not checkable as stated
McDermott: AI agents manage 90% of ServiceNow's customer service cases
“90% of our customer service cases now are managed by agents. And, you know, that, that means like only 10% are actually involving people.”
Bill McDermott Apr 17, 2026 ▶ 38:32 Scaling Global Organizations in the Age of AI with ServiceNow Chairman and CEO Bill McDermott
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