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.

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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

If you judge by what software is doing today, you're right.

If we don't change, eventually we'll become a database.

And nobody will buy Monday to track their work, because you will buy software from other vendors that fulfill that promise.

But that's not the way it's going to be played out.

We're changing everything, basically.

You know, going back to what I've said that I think some of the investors or the public market, you know, I totally understand the way it reacted because I think what the public market is saying, essentially, we understand that the value is changing and software will be different going forward, but we don't know who will be able to change.

And I get it.

Because it's hard.

Change is extremely hard, especially for an existing company.

And the public market is saying, we don't know which company will be able to change.

There's so many parameters to that.

And we're out until we get that confidence.

But if I take a step back, I think that software going forward, the TAM of software, how much companies are going to spend on software, is going to be 100x for what it is today.

Software going forward will be much more valuable going forward.

Software time is going to grow exponentially.

And if you combine this with the fact that companies are going to change and going to capture this value, I think the opportunity in the software market today is like we've never seen before in our lives.

Look, I can give you an example from Monday.

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.

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