The Big Themes:

• ServiceNow vs. IBM: The market cap of ServiceNow, with $4 billion in revenue, is closing in on that of IBM, which is a 115-year-old company with $75 billion in revenue! Meanwhile, Bill ServiceNow CEO Bill McDermott teams up with IBM to unleash AI on IT. Go figure!
• The markets continue to go up: The economy at large is finding its sea legs – but it’s always about the future.
• Let's figure out what customers want: Customers want solutions and they want solutions for the businesses that they're in, and the industries that they operate in.
• Not the dream job it once was: Young people feel that working at Facebook today is about as appealing at working for a tobacco company. For top students at Carnegie Mellon, the dream job is with Elon Musk’s SpaceX.

The Big Quotes:

“It’s impossible to imagine a CEO on the golf course at Augusta saying, ‘I really need to fix my cloud infrastructure, but I don't really care as much about my ERP solution.’ That’s just not how they think!”

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