ServiceNow
Mentioned in 38 analyzed podcast episodes across 10 shows
This enterprise software platform serves as a system-of-record for workflow automation and IT service management, making it a frequent reference point in podcast discussions about AI's impact on traditional SaaS businesses. Podcasters cite ServiceNow as a case study in the broader "SaaS apocalypse" debate, noting its stock decline amid AI disruption concerns while also highlighting its defensibility through strong switching costs and its own use of AI coding tools to enhance productivity. The company exemplifies the tension between established enterprise software incumbents that are investing in AI capabilities versus concerns that horizontal AI automation could disrupt seat-licensed business models.
Mentioned On
Episode Mentions
Digital Disruption with Geoff Nielson · Mar 30, 2026
AI is Losing Ground: Futurist Brian Solis on Why AI Adoption is Failing
“Brian Solis is head of global innovation; company published AI Index research showing maturity regression”
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · Mar 28, 2026
20VC: The Venture Model is Broken | You Need to be Greedy and Selfish to Win Early Stage Investing | Why Margins Do Not Matter for Early-Stage Startups | The Growth Rate that is Required in a World of AI with Gili Raanan, Founder @ Cyberstarts
“Enterprise software company used as benchmark for exceptional growth trajectories”
"The Cognitive Revolution" | AI Builders, Researchers, and Live Player Analysis · Mar 25, 2026
Scaling Intelligence Out: Cisco's Vision for the Internet of Cognition, with Vijoy Pandey
“Example of enterprise software vendor whose agents would need to interoperate”
TBPN · Mar 12, 2026
Dr. Alex Karp LIVE from AIPCon | Alex Karp, Dan Ives, Eric Brock, Casey Lane, Ted Mabrey
“Identified as enterprise software company well-positioned for AI transformation”
Latent Space: The AI Engineer Podcast · Mar 10, 2026
NVIDIA's AI Engineers: Agent Inference at Planetary Scale and "Speed of Light" — Nader Khalil (Brev), Kyle Kranen (Dynamo)
“Used NVIDIA's Nemotron dataset to train their own models”
Lenny's Podcast: Product | Career | Growth · Mar 1, 2026
The design process is dead. Here’s what’s replacing it. | Jenny Wen (head of design at Claude)
“Used as example of traditional company that may not adopt AI design processes quickly”
Mad Money w/ Jim Cramer · Feb 27, 2026
Mad Money w/ Jim Cramer 2/26/26
“Enterprise software company participating in sector-wide rally despite previous pessimism”
Morning Brew Daily · Feb 26, 2026
Kalshi Punishes MrBeast’s Editor for Insider Trading & Claude Used to Hack Mexico
“Enterprise software company potentially threatened by AI agents according to market speculation.”
Mad Money w/ Jim Cramer · Feb 26, 2026
Mad Money w/ Jim Cramer 2/25/26
“Software company losing customers to Salesforce's new ITSM product; facing competitive pressure from AI-driven innovation”
Animal Spirits Podcast · Feb 25, 2026
Everyone Hates AI (EP. 453)
“Down 57% YTD; Michael bought and down 7%; software stock caught in broader sector rotation”
Breaking Points with Krystal and Saagar · Feb 24, 2026
2/24/26: Ro Khanna Sounds Off On DNC, Markets Crash, AI Exec Loses Control Of Bot, UFO Files
“Named in Citrini post as vulnerable to AI disruption of enterprise software market”
Pivot · Feb 24, 2026
Tariff Turmoil, Trump's Netflix Threat, and SOTU Predictions
“SaaS company trading at low multiples despite double-digit growth and AI protection”
TBPN · Feb 24, 2026
Citrini Research’s viral piece, AI and the economy, 90s Nostalgia | Diet TBPN
“SaaS company mentioned as vulnerable to AI disruption, stock down 4.5%”
Mad Money w/ Jim Cramer · Feb 24, 2026
Mad Money w/ Jim Cramer 2/23/26
“Enterprise software company specifically targeted in 2028 Global Intelligence Crisis paper; facing client contract pressure from AI”
TBPN · Feb 23, 2026
CitriniPocalypse, Dot Com Lore, Gene-Edited Polo Horses | Alap Shah, Will Brown, Michelle Lee, Mike Annunziata
“SaaS company mentioned as example of potential AI disruption vulnerability”
Animal Spirits Podcast · Feb 18, 2026
Is AI a Mistake? (EP. 452)
“Enterprise software company with strong switching costs; discussed as example of SaaS resilience despite AI disruption thesis”
Founder's Story · Feb 17, 2026
$0 to $100M Without Funding: The 22-Year Game No One Talks About | Ep 310 with Karan Yaramada Founder of Jade Global and Kanverse.ai
“Strategic platform partner for Jade Global's service offerings and integrations”
The a16z Show · Feb 12, 2026
Anish Acharya: Is SaaS Dead in a World of AI?
“Example of capable incumbent that raised guidance, contrasting with narrative of SaaS decline”
Marketing School - Digital Marketing and Online Marketing Tips · Feb 11, 2026
Where SEO Products Are Going
“Stock dropped 28% in one week and 44% overall during SaaS market decline”
Proven Podcast · Feb 11, 2026
Google DeepMind Insider: You wont Survive the AI-First Economy, unless... - Steve Brown
“Cited as example of leading software company using AI coding tools to amplify programmer productivity”
The Artificial Intelligence Show · Feb 10, 2026
#196: SaaSpocalypse, Claude Super Bowl Ad, SpaceX Acquires xAI & Claude Opus 4.6
“Lost 27% year-to-date in SaaS apocalypse selloff amid AI disruption concerns”
All-In with Chamath, Jason, Sacks & Friedberg · Feb 7, 2026
Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick
“Enterprise software down 11% on AI replacement fears”
TBPN · Feb 6, 2026
FULL INTERVIEW: Doug O'Laughlin Thinks Microsoft is OUT of the AI Race
“Cited by Jensen Huang as established software platform that AI will enhance rather than replace”
Prof G Markets · Feb 5, 2026
Google Doubles Down on Spending as AI Fear Returns
“Enterprise SaaS company with collapsing multiples amid AI disruption fears; vulnerable seat-licensed business model”
AI + a16z · Jan 27, 2026
Martin Casado on the Demand Forces Behind AI
TBPN · Jan 23, 2026
Capital One Acquires Brex for $5B, Davos’s $500M business, Apple’s Siri rebuild | Diet TBPN
The AI Daily Brief: Artificial Intelligence News and Analysis · Jan 22, 2026
AGI Timelines Shift Forward
The a16z Show · Jan 21, 2026
Martin Casado on the Demand Forces Behind AI
TBPN · Jan 21, 2026
Davos Reactions, Waymo in the News, WB & Netflix Strike All Cash Deal | Diet TBPN
TBPN · Jan 20, 2026
Davos Reactions, Waymo’s Safety Case, Czinger 21C Hypercar Tour | Martin Shkreli, Bradley Tusk, Lukas Czinger, Andy McCune, Michael Broukhim, Aaron Katz
All-In with Chamath, Jason, Sacks & Friedberg · Jan 10, 2026
All-In's 2026 Predictions
Latent Space: The AI Engineer Podcast · Jan 8, 2026
Artificial Analysis: The Independent LLM Analysis House — with George Cameron and Micah-Hill Smith
The Compound and Friends · Jan 6, 2026
Software vs Semis, Trump Accounts for Babies, Sell-Side Indicator
“Enterprise workflow automation software company facing pressure from AI-driven efficiency improvements”
The a16z Show · Dec 31, 2025
The Inside Story of Growth Investing at a16z
BG2Pod with Brad Gerstner and Bill Gurley · Dec 23, 2025
AI Enterprise - Databricks & Glean | BG2 Guest Interview
“Enterprise software platform mentioned as example of traditional software layer potentially disrupted by AI-driven automation”
Uncapped with Jack Altman · Dec 16, 2025
Uncapped #37 | Saam Motamedi from Greylock Partners
“Referenced as example of horizontal enterprise software with large outcomes and system of record defensibility”
Uncapped with Jack Altman · Dec 9, 2025
Uncapped #36 | Pat Grady & Alfred Lin from Sequoia
“Portfolio company; example of 1000X engineer founder (Fred Luddy) writing most code even at IPO”
The Artificial Intelligence Show · Oct 14, 2025