Eran Zinman

The TAM of software, how much companies are going to spend on software, is going to be 100x for what it is today.

The TAM of software, how much companies are going to spend on software, is going to be 100x for what it is today.

Yeah, so first of all, I want to acknowledge it's kind of a crazy period.

Yeah, so first of all, I want to acknowledge it's kind of a crazy period.

I think for all of us, especially us founders going through this massive change in the market.

I think for all of us, especially us founders going through this massive change in the market.

So it's definitely not easy.

So it's definitely not easy.

It feels like a roller coaster almost every day.

It feels like a roller coaster almost every day.

Some days are extremely difficult, but it's definitely quite a journey.

Some days are extremely difficult, but it's definitely quite a journey.

I think fundamentally we need to distinguish between what happens in businesses, which is one thing, and the sentiment change that happened, I would say in the last year and a half, but more precisely in the last six months, which from my perspective, it felt very aggressive, very powerful.

I think fundamentally we need to distinguish between what happens in businesses, which is one thing, and the sentiment change that happened, I would say in the last year and a half, but more precisely in the last six months, which from my perspective, it felt very aggressive, very powerful.

You know, on one hand, like if you look at the earning calls and how business operate, everything is kind of normal.

You know, on one hand, like if you look at the earning calls and how business operate, everything is kind of normal.

Some companies are even exceeded expectations and businesses are working great.

Some companies are even exceeded expectations and businesses are working great.

But at the same time, the sentiment has shifted drastically, like I've never seen before, at least from my perspective.

But at the same time, the sentiment has shifted drastically, like I've never seen before, at least from my perspective.