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20VC: Monday.com CEO on Is SaaS Dead: Will Everything Be Vibe Coded | Will Systems of Record Become Valueless Databases in an Agentic World | Will LLMs Own the Value in the Application Layer with Eran Zinman
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…
The skinny
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