AI Crispy TalksThe signal in the AI noise

Think Getserval Fastest-growing Enterprise

Pat Grady Sequoia Capital news calendar

Sequoia doubling down on Serval is a genuine signal: top-tier VC conviction in AI-native IT service management, a category long owned by ServiceNow. The 'fastest-growing enterprise system of record in history' line should be read as investor enthusiasm rather than verified fact — no numbers are offered, and the author's own 'not 100% sure' hedge is doing heavy lifting.… more

Still, the underlying thesis is sound: IT workflows are a natural beachhead for AI agents since tickets are structured, repetitive and easy to measure. The open question is whether Serval can expand from ITSM into a broader enterprise system of record before incumbents' own AI pushes close the gap.
I think @getserval is the fastest-growing enterprise system of record in history (I'm not 100% sure, but I haven't been able to falsify the hypothesis). That's cool, but the real story is why. Why are things working so well? First and foremost, @jakeserval @AlexAtServal @TatianaBirgisso and the rest of the team have a unique blend of passion…

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