ServiceNow’s $2.9 Billion Acquisition of Moveworks with CEO Bhavin Shah

Bhavin Shah, founder and CEO of Moveworks, joins us after announcing the company’s acquisition by ServiceNow last month. 

Moveworks was one of the first enterprise AI startups to bet on conversational interfaces and AI agents — years before ChatGPT made that idea mainstream. In this episode, Bhavin walks us through the origin story, how they made the gutsy call to rewrite their entire architecture around agentic reasoning, and how that decision set the stage for their nearly $3 billion exit.

We also talk about what it really takes to build AI that works in the enterprise: connectors, context windows, multilingual models, and the hard truth of procurement cycles. Bhavin shares lessons from navigating two black swan events — COVID and the generative AI boom — and why conviction, speed, and creative destruction were key to Moveworks’ success.

We also covered Bill Gates’ prediction that AI will replace doctors and teachers, Strava’s acquisition of AI running coach Runna, OpenAI’s potential $3 billion acquisition of Windsurf (formerly Codeium), and Figma’s confidential IPO filing.