Super Impressive See
Guo is an investor in Serval, so the enthusiasm doubles as portfolio marketing — but the underlying signal deserves your attention. AI-native startups are moving from copilot overlays to full rip-and-replace of enterprise systems of record, and the anecdote suggests the push is coming from buyers themselves: IT leaders now want codegen agility, not the status quo.… more
That flips the classic dynamic where IT conservatism protected incumbents like ServiceNow. Still, one friendly finserv CTO is not a market — replacing systems of record is slow, risky work, and incumbents are racing to embed their own agents. Worth watching whether this becomes a pattern across CRM, ERP and beyond.
Super impressive to see Serval, at <3YO, do full rip and replaces for ITSM, a key “system of record” in big companies
In doing diligence, I called an old friend who leads technology at a finserv firm. He was all-in
IT wants codegen! And the agility that comes with it
Source:
X — Sarah Guo
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