ServiceNow’s stock falls as a new AI threat overshadows earnings beat
THE SO WHAT
ServiceNow beating earnings while trading down on fear of OpenAI Presence shows how quickly enterprise software is being repriced on the risk of assistant-native workflows. If you run a SaaS business, you now have to assume that horizontal AI assistants will sit between you and the user — design APIs, pricing, and UX for that mediated reality.
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