Brew Markets Just Another Manic $MNDY & DraftKings and FanDuel’s Prediction Bet
Feb 9, 2026
They dig into a sharp 20% drop at monday.com after the company pulled guidance and why AI tools threaten its self-serve model. They cover a record Super Bowl betting haul and the rise of prediction markets challenging traditional sportsbooks. The conversation includes how DraftKings and FanDuel are moving into prediction bets and a rapid roundup of corporate legal fights, mergers, and a major grocery CEO hire.
AI Snips
Chapters
Books
Transcript
Episode notes
Super Bowl Night Spent Testing Claude
- Ann Berry spent the Super Bowl working through courses on Claude Opus 4.6 instead of watching the game.
- She found Claude notably capable in PowerPoint, Excel and workflow tasks, which framed her view on monday.com's risk.
AI Creates 'Choppiness' For No-Touch Software
- Monday.com beat Q4 revenue and EPS but pulled fiscal 2027 guidance amid AI-driven "choppiness" in no-touch demand.
- Ann Berry suggests new AI tools like Claude threaten self-serve adoption for small teams, creating durable uncertainty.
No-Touch Model's Vulnerability Explained
- Monday.com's growth relied on a self-serve, no-touch model that reduced sales costs and drove organic adoption among small customers.
- Ann Berry argues small teams are likeliest to try free or low-cost AI alternatives, undermining that distribution channel.
