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Eran Zinman

๐Ÿ‘ค Speaker
1967 total appearances

Appearances Over Time

Podcast Appearances

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

Obviously, lost some sleep over it.

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

Obviously, lost some sleep over it.

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

I woke up 3 a.m.

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

I woke up 3 a.m.

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

thinking about it.

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

thinking about it.

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

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

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

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

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

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,

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

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,

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

70 represent, let's say 3.7 market cap.

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

70 represent, let's say 3.7 market cap.

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

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

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

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

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

So the enterprise value is 2 billion.

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

So the enterprise value is 2 billion.

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

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

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

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

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

So it's like 1.5 multiple.

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

So it's like 1.5 multiple.