ServiceNow and the AI cake
15:37–16:36 · 59s
Jason invokes Jensen Huang’s 'five-layer cake' to argue ServiceNow sits in the application layer that benefits from AI rather than being disrupted, questioning the sell-off.
15:37–16:36 · 59s
Jason invokes Jensen Huang’s 'five-layer cake' to argue ServiceNow sits in the application layer that benefits from AI rather than being disrupted, questioning the sell-off.
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