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
2 · Mar OctJan 26AprJulnow

Recordings per month over the last 12 months — 2 in all, peaking in Mar 2026 with 2.

Appearances

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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.
Going back to what I've said, I think investors don't know which company is going to change.
And we just had the earning call two weeks ago, a lot of fun, obviously I'm being sarcastic.
Going back to investors and I've talked with all of our major investors, everybody's saying the same thing.
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