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
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Some days I feel like um I was ran over by a truck, hit by a plane and barbecued and it's it's just uh 11 a.m. What the market is saying to me is the company is worth zero. Okay, fine. Now I need to build. You know, screw it.
I'm gonna gonna go all in. I'm gonna go all in is the biggest vivid moment for us uh in the history of the company. Nobody will wanna buy software they're not doing the majority of the work for them. We're changing. Everything, basically.
The TAM of software, how much companies are gonna spend on software is gonna be 100x for what it is today. The SaaS pocalypse is real and no one has felt it more than Monday.com. With close to 1.3 billion in revenue, they're valued today at just $3.9 billion in the public markets, one of the hardest hit. Today we sit down with Aaron Zinnman to answer one question. In a world of agents, will Monday
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