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

So I think at the end of the day, vibe coding is amazing technology, but I don't think it's going to disrupt software companies.

I'll give you another point of data which I think is relevant.

You can see amazing VCs like yourself and other people in the industry and amazing founders building companies.

If you could vibe code any company and any startup, no company will have value, not in history and not today.

And still people invest billions into new companies, new startups, entrepreneurs build new startups.

I've read amazing news about Ramp raising at 30 billion, Harvey, Legora.

Companies you talked about, you know, you can argue you can vibe code them as well, but still the smartest people.

Actually, I don't think so, because at the end of the day, those companies, it's true that over time they accumulate data and information, but I can argue you can probably get the vast majority of the value even without that specific training.

So I think at the end of the day, you could argue you can vibe code any company.

What I'm trying to say basically is that as much as I think the technology is awesome, we have our own vibe coding capability within the product.

From all the theories of how software is going to be disrupted, this is my least favorite one.

I don't think it's going to happen.

And I think most investors that I speak with and people within the industry don't think that's what's actually behind what's impacting stocks and software companies today.

Again, it can marginally have some impact, but I don't think that's the majority of what we've seen in the market.

I completely agree with you on enterprise.

Yeah, so again, I think there's obviously some truth to that, and they might capture some of the value, but people overestimate how much they're going to capture.

I want to take you back in history.

I'm old enough to remember when Amazon built AWS.

And everybody back then said that Amazon is going to capture all enterprise software value.

Because before that, the hardest part about building a company was actually getting the servers up and running, the website working, storage, having 24-7 availability.

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