$NOW's margins won't get compressed due to inference costs: It's correct for Saa
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$NOW's margins won't get compressed due to inference costs: It's correct for Saa
· @ParadisLabs
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$NOW's margins won't get compressed due to inference costs: It's correct for SaaS companies that price AI as a feature inside their existing seat license model. E.g. Copilot pricing initially was a nightmare cos of this. But ServiceNow's pricing bypasses this by making AI
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May 22 SourceIf it's not related to AI, the markets don't seem to care? This $NOW sell-off se May 21 Desk MoveNOW — mccaul-trades buy May 29 UpdateCloud SaaS Candidates May 29 SourceSaaS is alive. $NOW +23% since my post last week. AI is not replacing these name May 29 ScanBargain Bin Scan May 29 ScanTech Insider Buys Scan May 29 ScanAI Scan May 29 ScanInsider Scan Source links
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