The Twenty Minute VCMonday.com CEO on Is SaaS Dead: Will Everything Be Vibe Coded | Eran Zinman
Episode Details
EPISODE INFO
- Released
- March 2, 2026
- Duration
- 1h 14m
- Channel
- The Twenty Minute VC
- Watch on YouTube
- ▶ Open ↗
EPISODE DESCRIPTION
Monday has been hit harder than almost any other public SaaS company. With $1.3BN in ARR, the company is valued at just $3.8BN; a more than 60% fall since IPO. Today, Eran Zinman, Monday's CEO joins Harry Stebbings in the hotseat to walkthrough six of the biggest threats to Monday's business; what is real, what is not and what are the unknowns. ---------------------------------------------- In Today’s Episode with Eran Zinman: 00:00 Intro 03:10 Threats Monday Faces Today 06:30 Threat #1: Vibe Coding: Will Companies Vibe Code Everything 09:26 Threat #2: Will OpenAI and Anthropic Own the Application Layer 12:12 Threat #3: Will Agents Turn Monday and Salesforce into a Database 17:13 Why is Monday Adding 15% Headcount When Everyone is Cutting? 22:42 How Monday is Using AI to be More Efficient 29:15 What Happens to Seat Pricing? What Comes Next? 36:25 What No One Sees About Enterprise AI Adoption 39:42 How Google AI Overview Smashed 10% of our Customer Acquisition 43:48 How to Manage Internal Morale When Stock is Down 60% 47:59 Do Private Companies Have Advantages Public Companies Do Not Have 51:48 With $1.5BN in Cash, Why is Eran Not Buying More Companies… 59:34 What is the Most Offensive Bet Eran Would Like to Take? 01:03:52 Quickfire: Marriage, Biggest Short, Mentors ----------------------------------------------- Subscribe on Spotify: https://open.spotify.com/show/3j2KMcZTtgTNBKwtZBMHvl?si=85bc9196860e4466 Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-twenty-minute-vc-20vc-venture-capital-startup/id958230465 Follow Harry Stebbings on X: https://twitter.com/HarryStebbings Follow Eran Zinman on X: https://twitter.com/zzeran Follow 20VC on Instagram: https://www.instagram.com/20vchq Follow 20VC on TikTok: https://www.tiktok.com/@20vc_tok Visit our Website: https://www.20vc.com Subscribe to our Newsletter: https://www.thetwentyminutevc.com/contact ----------------------------------------------- #20vc #harrystebbings #eranzinman #mondaycom #saas #ceo #agenticai #ai #vibecoding
SPEAKERS
Eran Zinman
guestHarry Stebbings
host
EPISODE SUMMARY
In this episode of The Twenty Minute VC, featuring Eran Zinman and Harry Stebbings, Monday.com CEO on Is SaaS Dead: Will Everything Be Vibe Coded | Eran Zinman explores monday.com CEO outlines AI threats, agentic pivot, and growth strategy Zinman frames the current “SaaSpocalypse” as largely a sentiment shock: fundamentals can look stable while markets price in uncertainty about which incumbents will successfully adapt to AI.
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