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 12 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: Cybercrime is a $1 trillion per month global problem
“U.S. Is the world's largest economy, China's number two, and cybercrime is number three. It's a one trillion dollar a month problem.”
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: 2.2 billion AI agents will enter the workforce within years
“There'll be 2.2 billion of these agents entering the workforce in the next couple of years. And so, you know, there's going to be a lot more agents than there will be people.”
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.”
McDermott: Enterprises will no longer add headcount without a clear ROI case
“And they're not going to add them anymore, meaning people, without a clear ROI case.”
McDermott: Enterprise leaders forgive human mistakes, but never software errors
“People that run businesses understand that people make mistakes. They never will forgive software for making a mistake.”
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.”
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.”
McDermott: Only 11% of Brazilian companies have moved past AI experimentation
“But like in the case of Brazil, as an example, only 11% of the companies since that was last night's meeting have actually gotten past the experiment phase where they're doing experiments.”