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jake stauch

T2 · manager / operator

Founder and CEO of Serval, an AI-native enterprise service management platform. Previously founded Verkada.

4 calls·4 names·75% bull·last heard 3 months ago·Sequoia Capital
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$SERVALServalposition

AI-native ITSM platform automates workflows instantly via code generation

Serval replaces manual workflow building with AI code generation that creates automations instantly from natural language, collapsing implementation from weeks to seconds and maintaining them automatically.

Sequoia Capital2026-05→
2ndmedium conviction
$NOWServiceNow

ServiceNow's manual workflow model disrupted by AI-native instant automation

ServiceNow's workflow-on-database architecture requires weeks of manual development and maintenance, making it too slow for rapidly changing business processes, while AI-native competitors generate workflows instantly.

Sequoia Capital2026-05→
3rdmedium conviction
$ANTHROPICAnthropic

Anthropic Sonnet and Opus lead for code generation automation tasks

Anthropic models outperform for backend code generation tasks like workflow automation scripting, making them the choice for Serval's code gen engine.

Sequoia Capital2026-05→

most discussed · click a bar to filter

recurring themes

4 total
$SERVAL
Serval
HIGHjake stauch·Sequoia Capital·3 months ago· position
AI-native ITSM platform automates workflows instantly via code generation
Serval replaces manual workflow building with AI code generation that creates automations instantly from natural language, collapsing implementation from weeks to seconds and maintaining them automatically.
"employees need help at work. That's kind of the idea here is we are a platform for employee support. The technical term is enterprise service management, but what it really means…"
1:01
$NOW
···
ServiceNow
MEDjake stauch·Sequoia Capital·3 months ago
ServiceNow's manual workflow model disrupted by AI-native instant automation
ServiceNow's workflow-on-database architecture requires weeks of manual development and maintenance, making it too slow for rapidly changing business processes, while AI-native competitors generate workflows instantly.
"in the past couple of months, Anthropic has added more ARR than ServiceNow has in the past 20 years. And so, does it really make sense for them to take their best and brightest pe…"
17:06
$ANTHROPIC
Anthropic
MEDjake stauch·Sequoia Capital·3 months ago
Anthropic Sonnet and Opus lead for code generation automation tasks
Anthropic models outperform for backend code generation tasks like workflow automation scripting, making them the choice for Serval's code gen engine.
"on the automation side, the which is mostly code gen automation, I'm having the most success with the Anthropic models. So, um, continue to use those, Sonnet, Opus."
11:48
$OPENAI
OpenAI
MEDjake stauch·Sequoia Capital·3 months ago
OpenAI GPT models excel at end-user interaction and tool calling
OpenAI models are preferred for customer-facing agent interactions due to superior tool calling accuracy and appropriate response generation.
"for the interaction with the end user we're seeing the most luck with Open AI models. Um and that has remained consistent for quite a long time. That, you know, actually calling t…"
11:27