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 monthsRecordings per month over the last 12 months — 2 in all, peaking in Mar 2026 with 2.
Appearances
That's the most important factor for me, because at the end of the day, it's not what they built, but how can they change?
Going back to my point about public market, I think this is where companies are mispriced.
Everybody's priced now on the downside.
Again, it's because of lack of information, not because the market is not sophisticated enough.
Because you don't know.
You don't know who's going to be able to change.
But I'm confident we will change.
There's a lot of questions, how, and there's a lot of risk to it, but we're going to change.
And the question is, who else is going to change?
And who else is going to change successfully and responsibly?
Who do you think will change more effectively, HubSpot or Salesforce?
Being a bigger company is harder because it's hard to move humans.
That's the hardest part.
I think people think enterprise is a benefit.
Maybe SMBs is better because SMBs are more open to adopting new technologies.
When you play defense, some of those things might look as disadvantages, selling to SMBs or being a smaller company.
If you play offense, those disadvantages might become advantage because those customers might be sooner to adopt technology and will buy those products before enterprise will buy.
I don't know, to be honest, and it's for them to prove.
I will never underestimate each one of those companies because they've built incredible things.
I think in general, I think investors underestimate incumbents' ability to change, their willingness to change, their motivation to change.
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