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Why ServiceNow isn't worried about 'Claudification' and sees AI as an opportunity

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Why ServiceNow isn't worried about 'Claudification' and sees AI as an opportunity

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Why ServiceNow isn't worried about 'Claudification' and sees AI as an opportunity

ServiceNow President and COO Amit Zavery believes AI will create a divide within the software industry, rather than disrupt every company equally. He argues that products deeply embedded in enterprise operations will be harder to replace, even as AI models become better at writing software. Zavery also explains why ServiceNow sees India as an increasingly important market and innovation hub.

Artificial intelligence has raised a difficult question for the software industry: if AI can write software and perform tasks that once required specialised applications, what happens to the companies that built those applications? ServiceNow President and Chief Operating Officer Amit Zavery believes the answer depends on what a software company actually does for its customers. In an exclusive interview with CNBC-TV18, Zavery argued that AI is increasing demand for ServiceNow products because the company's software is deeply integrated into enterprise operations. He said investors are too often treating software companies as one group without considering how AI affects each business differently.

That is also why he is not particularly concerned about the so-called "SaaSpocalypse" or the prospect of ServiceNow being "Claudified" by AI companies such as Anthropic and OpenAI. Why ServiceNow sees AI as an opportunity Zavery's argument starts with a simple distinction: companies do not buy AI merely because it is AI. They want technology that delivers a business outcome. "You're not buying AI for the sake of buying AI," he said.


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