Jake Stauch, Serval
In this interview from theCUBE + NYSE Wired: Mixture of Experts, Jake Stauch, co-founder and chief executive officer of Serval, joins theCUBE + NYSE Wired's Gemma Allen to discuss the company's rise as an AI-native challenger to legacy enterprise service management platforms. Stauch details Serval's recent $150 million Series C led by Sequoia, which values the company at $3 billion just two and a half years after founding. He explains how Serval was built around AI coding agents to automate enterprise workflows, replacing tools like ServiceNow rather than bolting AI onto legacy systems. Stauch points to Lucid Motors replacing ServiceNow with Serval in just 45 days as proof of how fast these transformations can now happen. The conversation also explores how Serval's Catalyst agent helps admins navigate data migration, searching across systems, writing scripts and reimagining workflows without the messy complexity that has historically plagued enterprise transitions. Stauch breaks down Serval's approach to partnerships, noting how implementation and integration partners are eager to ride the AI transformation wave rather than resist it. He also shares how customer insight drives daily product iteration, with feedback from on-site automation engineers translating into shipped features within the same day. From tripling total company ARR in a single quarter to a full platform reimagining in the months ahead, Stauch outlines why Serval believes it's just the first of many AI-native companies set to disrupt legacy enterprise software.