Latest / Cloud Wars Live with Bob Evans

Palantir vs. ServiceNow: AI Platform Position + Who Is 'Defining Soft.Co?'
Highlights
00:24 — I think we’re seeing some very interesting competitive battling between Palantir and ServiceNow, head to head, emerging over two categories. One, this AI platform position that they’re both talking about relentlessly as sort of the core of their strategic value. And secondly, they’re both on this kick now about who is the defining software company of the 21st century, of the generation.
01:57 — Both are talking up the power of the AI platform as the foundation for what companies need to succeed in this new AI-centric future. Which one has the right approach? How are they…
The skinny
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