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.

Appearances

newest first · ▶ plays the moment

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

I've checked it myself.

So I think a company like Monday, let's say we have like $1 billion in expenses.

A company like Monday will probably spend 60%, 70% of the budget on headcount, and then 7%, 8% on software.

But if we can flip the equation and scale businesses not on headcount going forward, every CEO will be gladly increasing the expense on software because it's going to be marginal compared to the headcount growth that you plan for your business going forward.

And I think this will play out more and more into the future.

As AI become more dominant, companies will spend much more on software and much less on headcount going forward because they'll just become more efficient.

Yeah.

No, I agree.

And I think we need to differentiate between the transition and where we're going.

So for us, actually, we brought it down a little bit.

In the last call, we said it's going to be mid-teens.

And I think there's also potential we might even take it lower.

I don't know.

We'll see.

But I don't want to press the brakes violently.

I think we need to do this responsibly because there's a transition period.

But if you look at the horizon, you know,

Look, first of all, it's discussions we have in the leadership team, and maybe we'll make other decisions, but I don't think that's the point.

I don't think that if we reduce ad count dramatically, it will change investor perception about Monday.

I just don't think that's the essence of what we're seeing in the market.

Showing 921–940 of 1,673 · page 47 of 84