Eran Zinman

There's so many parameters to that.

There's so many parameters to that.

And we're out until we get that confidence.

And we're out until we get that confidence.

But if I take a step back, I think that software going forward, the TAM of software, how much companies are going to spend on software, is going to be 100x for what it is today.

But if I take a step back, I think that software going forward, the TAM of software, how much companies are going to spend on software, is going to be 100x for what it is today.

Software going forward will be much more valuable going forward.

Software going forward will be much more valuable going forward.

Software time is going to grow exponentially.

Software time is going to grow exponentially.

And if you combine this with the fact that companies are going to change and going to capture this value, I think the opportunity in the software market today is like we've never seen before in our lives.

And if you combine this with the fact that companies are going to change and going to capture this value, I think the opportunity in the software market today is like we've never seen before in our lives.

Look, I can give you an example from Monday.

Look, I can give you an example from Monday.

I've checked it myself.

I've checked it myself.

So I think a company like Monday, let's say we have like $1 billion in expenses.

So I think a company like Monday, let's say we have like $1 billion in expenses.

A company like Monday will probably spend 60%, 70% of the budget on headcount, and then 7%, 8% on software.

A company like Monday will probably spend 60%, 70% of the budget on headcount, and then 7%, 8% on software.