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.
AGENDA:
05:47 Six Threats Monday Faces Today
07:04 Threat #1: Vibe Coding: Will Companies Vibe Code Everything
11:24 Threat #2: Will OpenAI and Anthropic Own the Application Layer
13:52 Threat #3: Will Agents Turn Monday and Salesforce into a Database
18:43 Why is Monday Adding 15% Headcount When Everyone is Cutting?
21:40 How Monday is Using AI to be More Efficient
27:49 What Happens to Seat Pricing? What Comes Next?
34:17 What No One Sees About Enterprise AI Adoption
37:13 How Google AI Overview Smashed 10% of our Customer Acquisition
38:49 If Bullish on Monday, Why Has Eran Not Bought More Stock…
40:38 How to Manage Internal Morale When Stock is Down 60%
44:08 Do Private Companies Have Advantages Public Companies Do Not Have
47:28 With $1.5BN in Cash, Why is Eran Not Buying More Companies…
53:30 What is the Most Offensive Bet Eran Would Like to Take?
57:13 Quickfire: Marriage, Biggest Short, Mentors
