The Twenty Minute VC
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
Mar 02, 2026
· 1h 9m
<p dir="ltr">Monday has been hit harder than almost any other public SaaS company. With $1.3BN in ARR, the company is valued at just $3.8BN; a more than 60% fall since IPO. Today, Eran Zinman, Monday's CEO joins Harry Stebbings in the hotseat to walkthrough six of the biggest threats to Monday's business; what is real, what is not and what are the unknowns. </p> <p dir="ltr">AGENDA:</p> <p dir="ltr">05:47 Six Threats Monday Faces Today </p> <p dir="ltr">07:04 Threat #1: Vibe Coding: …
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