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Monday

includes Monday CRM, Monday Service, Monday Dev, Monday Work Management

3 statements across 3 episodes · 0 bullish · 2 bearish · 2 people on the record · first statement Feb 26, 2026 by Jason Lemkin · said 18 times in 3 episodes since 2024 · across every show →

Mentions by year, the whole family

brought up most by Eran Zinman (12), Harry Stebbings (4), Avi Eyal (2)

tap a year for its mentions
0081151202420252026episodesmentions
011202420252026episodes it came up in
007.50.5151202420252026episodesmentions per episode
2026 1 mention in 1 episode
2025 15 mentions in 1 episode
2024 2 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Monday, oldest first

Feb 26, 2026 bearish
Prediction Open · timeframe Feb 2029
Lemkin: Shopify and Monday will be killed by vertical AI startups
“So they're going to get killed by the startup that does it. They're going to get killed. Killed.”
Jason Lemkin Feb 26, 2026 ▶ 16:39 Citrini Research Breakdown: Agents, "Ghost GDP", Consumer Spend | Figma Earnings Beat · 20VC with Harry Stebbings
Mar 2, 2026 neutral
Assertion Not checkable as stated
Zinman: Monday.com spends 60-70% on headcount versus 7-8% on software
“A company like Monday, let's say we have like one billion in expenses, a company like Monday will probably spend, you know, 60, 70% of the budget on headcount and then seven, eight percent on software.”
Eran Zinman Mar 2, 2026 ▶ 17:36 Monday.com CEO on Is SaaS Dead: Will Everything Be Vibe Coded | Eran Zinman · 20VC with Harry Stebbings
Apr 30, 2026 bearish
Opinion
Lemkin: Atlassian and Monday threatened as AI agents bypass project tools
“The public markets have the right idea, but the wrong direction. The public markets think vibe coding and Claude are their threat. No, the threat is what the agents pick. And actually, if you look at overall, the markets are, they almost get it right. They're …”
Jason Lemkin Apr 30, 2026 ▶ 9:00 Anthropic Raises $45B but Falls Short on Compute & Thoma Bravo Hand Back Medallia Keys to Creditors · 20VC with Harry Stebbings
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