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
The Twenty Minute VC (20VC) interviews the world's greatest venture capitalists with prior guests including Sequoia's Doug Leone and Benchmark's Bill Gurley. Once per week, 20VC Host, Harry Stebbings is also joined by one of the great founders of our time with prior founder episodes from Spotify's Daniel Ek, Linkedin's Reid Hoffman, and Snowflake's Frank Slootman.
If you would like to see more of The Twenty Minute VC (20VC), head to www.20vc.com for more information on the podcast, show notes, resources and more.
Show Notes
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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.
AGENDA:
Six Threats Monday Faces Today
Threat #1: Vibe Coding: Will Companies Vibe Code Everything
Threat #2: Will OpenAI and Anthropic Own the Application Layer
Threat #3: Will Agents Turn Monday and Salesforce into a Database
Why is Monday Adding 15% Headcount When Everyone is Cutting?
How Monday is Using AI to be More Efficient
What Happens to Seat Pricing? What Comes Next?
What No One Sees About Enterprise AI Adoption
How Google AI Overview Smashed 10% of our Customer Acquisition
If Bullish on Monday, Why Has Eran Not Bought More Stock…
How to Manage Internal Morale When Stock is Down 60%
Do Private Companies Have Advantages Public Companies Do Not Have
With $1.5BN in Cash, Why is Eran Not Buying More Companies…
What is the Most Offensive Bet Eran Would Like to Take?
Quickfire: Marriage, Biggest Short, Mentors
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