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 we're going to go all in for that opportunity because our advantage is that we are the best platform for people working together across the organization.

So we're going to take that part of the business and add the agents on top of it and change the value and what people do with the product.

And I believe it's going to be massive going forward.

I think going back to my original opening where I said that there's the sentiment change, but businesses are unaffected.

So we were affected by one thing, which is Google introducing AI mode in the search results.

So Google used to be

a significant acquisition channel for us.

And definitely it took a hit in terms of people clicking on sponsored links because people see the AI answers.

It was about 10% of our acquisition in terms of new ARR.

But again, at Google, it's very transactional.

So people usually, when they're searching for something, they're willing to buy at this point because the intent is very high.

So we lost some of the more transactional deals, more SMB-oriented, and we shifted that budget to other channels, but they're kind of longer sales cycles.

So we definitely took a hit because of that.

But apart from that...

We have 70 other channels that we acquire customers from, and we didn't see any impact on other channels.

So it was a significant impact, but from my perspective, it's isolated to that.

Well, we are.

We announced a buyback program of $870 million, and we said we're going to spend it over the next two, three years.

We've already done some buyback in Q4.

If we're going to see opportunities, we're going to buy back our shares.

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