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.

Trend

recordings per month · last 12 months

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

newest first · ▶ plays the moment

Obviously, lost some sleep over it.

I woke up 3 a.m.

thinking about it.

Tuesday, woke up 2 a.m., didn't fall back asleep.

But when I woke up Wednesday and the stock was 70, and I had a feeling of relief, to be honest, because I said, okay,

70 represent, let's say 3.7 market cap.

We had like, I don't remember the exact number, but roughly let's say 1.5 billion in the bank cash, no debt.

So the enterprise value is 2 billion.

We have like, again, I don't want to disclose specific number, let's say over 1.3 billion of ARR.

So it's like 1.5 multiple.

So I felt like, okay, like what the market is saying to me is like, again, air quotes, like the company is worth zero.

Okay, fine.

Now I need to build.

I need to prove.

And suddenly I felt, you know, relieved because I'll do everything needed in order to do, to make the company successful.

Like it can't get any worse.

Yeah, the stock can go down, but I feel this is like the lowest sentiment that software companies ever had.

So yeah, it can get lower, but you know, to be honest, like it's pretty low right now.

I'm not saying it cannot go down.

Obviously, every day there's a new tweet and all the stock is going down 7%.

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