Eran Zinman

speaker

1,673 appearances 3 recordings 2 series first heard Jan 2025 last heard 2 Mar

Eran Zinman’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 2 in all, peaking in Mar 2026 with 2.

Appearances

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The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · 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 · 2 Mar 2026 podcast

And the negativity that now it's being attached to software companies and it seems like every day there's a new doomsday scenario, a new tweet.

So the sentiment definitely changed.

By the way, there's a lot of truth to that and a lot of things I do understand from the investor perspective, so I'm not dismissing it.

But definitely we need to distinguish between the operation of businesses and the sentiment change that happened in the market.

Yeah, so first of all, I think there's like five Doomsday scenarios I'm familiar with.

So that's one of them.

I'll just take you back a little bit in time.

But first of all, it was everything about people will vibe code their own apps.

That was one of them.

Another option for a doomsday scenario was that some players like Entropic or OpenAI or Gemini will capture all the value from enterprise software.

I think that's another scenario people are talking about.

And the third one is maybe what you refer to as a platform becoming essentially a system of records, and then other companies capturing the entire value that those companies offer.

So I don't mind going through each one of them if you want.

I can address each one of them.

So first of all, from my personal perspective, I was after a long day of work.

I was about to go to sleep.

Suddenly, I got a lot of messages on my phone saying that we were broadcasted live on CNBC.

And from all the software in the world, that journalist picked Monday to show that you can vibe code a software.

Obviously, she could pick any software on the planet.

But initially, I said, it's a compliment.

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