ServiceNow - The Platform That Ate the Enterprise - $NOW
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From a lone engineer’s midnight code sprint in 2003 to a $200 billion enterprise behemoth shaping the future of work, ServiceNow’s journey is a riveting saga of vision, grit, and relentless innovation. Fred Luddy’s radical idea—to build enterprise software as simple and flexible as consumer apps—laid the foundation for a platform that not only revolutionized IT service management but evolved into an indispensable workflow empire powering 85% of the Fortune 500. As it surpasses $10 billion in revenue and sets sights on $30 billion by 2030, ServiceNow isn’t just automating work—it’s reimagining it entirely. Dive into this masterclass in enterprise software evolution and discover why ServiceNow might just be the most important company you’ve never fully understood—until now.
Transcript https://empor.top/us/NOW
- I. Introduction & Episode Roadmap
- II. Fred Luddy & The Origin Story (2003–2005)
- III. Early Growth & Product-Market Fit (2005–2011)
- IV. The Frank Slootman Era: Scaling the Rocket Ship (2011–2017)
- V. The IPO & Public Company Journey (2012–2017)
- VI. The Interregnum: Post-Slootman Years (2017–2019)
- VII. The Bill McDermott Era: Platform to Empire (2019–Present)
- VIII. Product Evolution & Platform Power
- IX. Playbook: Business & Operating Lessons
- X. Analysis & Investment Case
- XI. Epilogue & What's Next
- XII. Recent News### **
- XIII. Links & Resources