Jul. 23 at 3:19 PM
I’m more convinced than ever that
$ZETA and
$NOW could be moving toward an interesting competitive intersection.
During the
$NOW earnings call, Bill McDermott repeatedly highlighted the importance of becoming a “System of Record” — a unified platform where enterprise data is connected, organized, and actionable.
Interestingly,
$ZETA CEO David Steinberg has used similar language when discussing their relationship with major customers like
$GAP:
“Being named system of record was a big thing for us for a company of this size and scale.”
The difference today:
$NOW is expanding deeper into enterprise workflows and cybersecurity.
$ZETA is focused on marketing, customer intelligence, and data-driven business applications.
The future direction of AthenaOS could become a key factor. Once management provides more details, investors will have a clearer view of its positioning and potential competitors.
The AI software race is shifting from simple tools toward owning the data layer.
