Eran Zinman

But look, at the end of the day, this is not how we're going to win.

But look, at the end of the day, this is not how we're going to win.

If I need to bet the whole company future on an acquisition of a startup, I'm not doing my job as a CEO.

If I need to bet the whole company future on an acquisition of a startup, I'm not doing my job as a CEO.

The problem now with private companies is that we have the opposite valuation between private and public.

The problem now with private companies is that we have the opposite valuation between private and public.

If Monday is valued at 3.7, every startup in the private market with 5 million of ARR is now being valued at 2 billion.

If Monday is valued at 3.7, every startup in the private market with 5 million of ARR is now being valued at 2 billion.

So yeah, I can buy it with partially cash, but I'll need to use my stock as well.

So yeah, I can buy it with partially cash, but I'll need to use my stock as well.

So I don't have a lot of opportunity buying a few billions worth of private company.

So I don't have a lot of opportunity buying a few billions worth of private company.

It's not going to play out.

It's not going to play out.

And again, I feel we have everything we need in order to execute.

And again, I feel we have everything we need in order to execute.

So I think it's a cycle.

So I think it's a cycle.

It's a cycle for public companies.

It's a cycle for public companies.