Monday.com CEO on Is SaaS Dead: Will Everything Be Vibe Coded | Will Systems of Record Become Valueless Databases in an Agentic World

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 We Discuss:

• Threats Monday Faces Today

• Threat #1: Vibe Coding: Will Companies Vibe Code Everything

• Threat #2: Will OpenAI and Anthropic Own the Application Layer

• Threat #3: Will Agents Turn Monday and Salesforce into a Database

• Why is Monday Adding 15% Headcount When Everyone is Cutting?

• How Monday is Using AI to be More Efficient

• What Happens to Seat Pricing? What Comes Next?

• What No One Sees About Enterprise AI Adoption

• How Google AI Overview Smashed 10% of our Customer Acquisition

• If Bullish on Monday, Why Has Eran Not Bought More Stock…

• How to Manage Internal Morale When Stock is Down 60%

• Do Private Companies Have Advantages Public Companies Do Not Have

• With $1.5BN in Cash, Why is Eran Not Buying More Companies…

• What is the Most Offensive Bet Eran Would Like to Take?

• Quickfire: Marriage, Biggest Short, Mentors