Is The SaaS Apocalypse Over? ServiceNow Says Yes, And Sees A $30 Billion Opportunity

This week ServiceNow launched a massive set of new products to establish itself as the system that manages every AI agent in the enterprise.  It’s a bold set of new products, including Otto (Moveworks), the Agent Fabric, the Context Engine, and the Autonomous AI Specialists. In reality the strategy is an expanded view of what Workday (Agent System of Record and Sana) and Microsoft (Agent 365 and Work IQ) are doing, but with a much deeper set of tools. Not only is this a bold move to accelerate Agentic HR and Agentic business systems, it now explains why enterprise software companies are far from dead. In fact, the monetization model here is for you to pay for AI credits (ServiceNow has different levels of usage) and that revenue, which helps ServiceNow grow, is offset by your reduction in labor cost. It’s all explained in this article and the podcast, and the implications are big for IT, HR software companies, and all of you trying to build AI solutions for your team. Additional Information (Note that all our research and podcasts are at your fingertips in Galileo) The Reinvention of Workday: From System of Record to Platform of Agents Could Microsoft Win The War For Enterprise AI? The AI vs. Labor Economy, Why Benefits Are Being Cut, The Role of Legacy Systems The Context Layer (Semantic Layer) In Enterprise AI (And Where Business Rules Go) The Superagent for HR: Galileo Mars Release Chapters (00:00:00) - ServiceNow's AI Announcement(00:01:04) - ServiceNow's Sprawl of AI Agents(00:03:42) - ServiceNow vs. Workday: The AI Control Tower(00:13:10) - WSJD HR 2030: The Agent Roadmap