ServiceNow
2 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement May 15, 2026 by Jaimin Rangwalla · said 11 times in 7 episodes since 2024 · across every show →
Mentions by year
brought up most by CJ Desai (3), Molly O'Shea (2), Mark Bhargava (2), Sridhar Ramaswamy (1), Jaimin Rangwalla (1), Gilly Raanan (1), Bucky Moore (1)
tap a year for its mentions
2026 6 mentions in 4 episodes 2 per episode
- Hyperscalers Are Out of Capacity? | MongoDB CEO · Sourcery with Molly O'Shea
- Chips, Gigawatts, AI, & Agents: Coatue's Public Markets Update | CIO Jaimin Rangwalla · Sourcery with Molly O'Shea
- Wiz: $6M Seed → $32B Exit | Inside the Biggest Cybersecurity Deal Ever · Sourcery with Molly O'Shea
- Snowflake vs Databricks: The AI Data War | CEO of $SNOW · Sourcery with Molly O'Shea
- every mention in 2026, scene by scene →
2025 3 mentions in 2 episodes 2 per episode
Everything said about ServiceNow, oldest first
May 15, 2026 bullish
Rangwalla: Combined OpenAI and Anthropic ARR Exceeds Salesforce and ServiceNow
“And then when you think about both of them combined, let's say they're close to sixty billion dollars. I mean, that is bigger than ServiceNow, that is bigger than Salesforce, that is bigger than any big name SaaS platform that you would think about. And these …”