Sales @ServiceNow | Founder @TruckClub | Board of Directors and Advisor @RegistixRLP | Serial Entrepreneur | Investor | Speaker | VT Alumni - #GoHokies
Washington, DC
Joined June 2008
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Tam Ayers retweeted
Well ServiceNow… $NOW
You’d think they’d just informed everyone they’re going back to the stone age of no internet!
Down 20% after hours on the back of these earnings… TWENTY!
The valuation is rich but they’re still a company growing revenues at 21%, very harsh reaction in my opinion.
Seeing a drop like that is enough to get any shareholders heart pumping and head sweating.
Thankfully, the CEO Bill has just delivered an outstanding earnings call to reassure everyone the trajectory this company is on.
Subscription growth, FCF growth, the backlog and AI specific growth are all very good. Margins need watching, as do the performances of the acquisitions but this is nothing to be concerned about at this stage imo.
This is a growth company that will have various levels of growth over the next five years. I expect they will deliver some pleasant surprises along the way.
I continue to hold and if we’re lucky enough to see $100 again over the coming months, will add heavily again.
Stop asking AI the stuff your dad already knows.
How to jump a car. Why the mower keeps dying. What actually matters when you’re buying a house. The best way to apologize. How he handled it when he was your age.
Those answers come with stories, pauses, and the sound of his voice. AI just gives you text.
Call him while you still can.
More layoffs are coming as we enter the agentic era.
Layoff Announcements in 2026:
1. UPS: 30,000 Employees
2. Oracle: 30,000 Employees
3. Amazon: 16,000 Employees
4. Omnicom: 15,000 Employees
5. Meta: 8,000 Employees
6. Microsoft: 4,800 Employees
7. Dow Chemical: 4,500 Employees
8. Cisco: Fewer Than 4,000 Employees
9. American Express: 3,840 Employees
10. Uber: 3,300 Employees
11. Renault: Up to 2,400 Employees
12. Nike: 1,400 Employees
13. General Motors: 1,300 Employees
14. Disney: 1,000 Employees
15. Citigroup: 1,000 Employees
The tech sector alone has seen 135,000 layoffs so far in 2026 across 330 companies.
Amid rising prices and AI adoption, US corporations are looking reduce expenses and increase efficiency.
Keep watching the labor market.
Not many apps have been updated to support the iPhone Duo. But the few that have leaned in already have really crushed the UX.
One of my favorite thing about starting @truckclub
Meta is making huge moves in the enterprise space. This is a strong move and the right one in my opinion. From my personal time working with CJ, this is a no-brainer to lead your AI enterprise strategy. Congrats CJ!
To lead this effort, I'm excited that Chirantan "CJ" Desai will join Meta as Chief Enterprise Platform Officer, reporting directly to me. CJ is an experienced enterprise leader with a track record of building full-stack software and delivering results in AI, infrastructure, business applications, and security. He has an extensive industry network that we look forward to partnering with. CJ joins us from MongoDB, where he was CEO and President. Before that he led product and engineering at Cloudflare and spent nearly eight years at ServiceNow, including as President and COO.
Massive issue with AI security and a sign of what’s to come.
we had a significant security incident during evaluation of our models. we are sharing what we have learned so far. thanks to @huggingface for the partnership on this.
openai.com/index/hugging-fac…
