ServiceNow, every mention

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every year anyone CJ Desai 3Molly O'Shea 2Mark Bhargava 2Sridhar Ramaswamy 1Jaimin Rangwalla 1Gilly Raanan 1Bucky Moore 1

Verbatim, from the transcripts: the passages where ServiceNow comes up

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Hyperscalers Are Out of Capacity? | MongoDB CEO · Sourcery with Molly O'Shea Jul 20, 2026 · 3 mentions

  • ▶ 38:55 CJ Desai And then ServiceNow founder, Fred Luddy, uh, who created ServiceNow, and it was not one of those things. 3 times in the scene

Chips, Gigawatts, AI, & Agents: Coatue's Public Markets Update | CIO Jaimin Rangwalla · Sourcery with Molly O'Shea May 15, 2026 · 1 mention

  • ▶ 14:41 Jaimin Rangwalla 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.

Wiz: $6M Seed → $32B Exit | Inside the Biggest Cybersecurity Deal Ever · Sourcery with Molly O'Shea Mar 11, 2026 · 1 mention

  • ▶ 1:20:52 Gilly Raanan You know, we saw the, we saw companies like Palo Alto Networks and ServiceNow, you know, those are all portfolio companies of Sequoia Capital, so I had, I knew what's, what's, what was their track record.

Snowflake vs Databricks: The AI Data War | CEO of $SNOW · Sourcery with Molly O'Shea Jan 23, 2026 · 1 mention

  • ▶ 12:44 Sridhar Ramaswamy I think, uh, there, uh, we have seen very good results with customers like, um, you know, ServiceNow, with DocuSign, with Zoom.

Inside General Catalyst’s $1.5B AI Roll-Up Machine · Sourcery with Molly O'Shea Dec 5, 2025 · 2 mentions

  • ▶ 20:37 Mark Bhargava Well, obviously, as you get to scale in that one trillion of revenue and software, the marginal cost is really low and they can become very profitable and have amazing cash flow and companies like CrowdStrike or ServiceNow or others, you…
  • ▶ 39:29 Mark Bhargava Serval, which came out of Stealth last week, uh, which is taking on ServiceNow in a more AI enabled way.

Why Bucky Moore Joined $30 Billion AUM Megafund Lightspeed · Sourcery with Molly O'Shea May 5, 2025 · 1 mention

  • ▶ 10:57 Bucky Moore Um, if you look at like the software companies that are considered truly blue chip, like the sales forces, the service nows, I mean, they're not even close to a hundred percent year over year growth in spite of their multi-billion dollar…

Alex Kolicich, 8VC: Exodus of Venture Capital, AI Predictions · Sourcery with Molly O'Shea Mar 3, 2024 · 2 mentions

  • ▶ 20:14 Molly O'Shea In terms of these recent earnings reports, uh, whether it's NVIDIA, Alphabet, Microsoft, um, Meta, ServiceNow, are there any, like, solid narratives we can pull from there, um, to kind of help guide us through this hype cycle or the early… 2 times in the scene
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