The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 7 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
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.”
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…”
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.”
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 …”
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.”