Eran Zinman

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.

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.

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.

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.

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.

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

So that's one of them.

So that's one of them.

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

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.

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

That was one of them.

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.

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