monday.com, every mention
109 scenes, the whole family · ← back to monday.com
tap a year for its mentions
every year anyone Harry Stebbings 104Eran Zinman 56Jason Lemkin 43Avi Eyal 9Maor Shlomo 3Victor Riparbelli 1Rory O'Driscoll 1Michael Eisenberg 1Jason Calacanis 1David Frankel 1
Verbatim, from the transcripts: the passages where monday.com comes up
Stripe's $8B OpenRouter Bet | Anthropic's First Profit & The Math Behind Reaching $600B in Revenue?
- ▶ 51:46 Jason Lemkin But it sure as hell means the five years are far more predictable than 95% than poor Monday, which we love, or others. 2 times in the scene
Canva Slashes Growth | Talent Exodus at Google | Revolut's $50B CEO Package | Musk's $55B Terrafab
- ▶ 26:58 Jason Lemkin If, if Monday and HubSpot do, I don't see why they won't see the exact same thing for Canva.
- ▶ 1:26:34 Jason Lemkin The SMBs, the, the, the HubSpots and Mondays and others, um, they're not really threatened by doing it yourself.
Leo Aschenbrenner's Situational Awareness Blows Up | Moonshot AI Raises $3.5B at $35B
- ▶ 13:30 Harry Stebbings If you're on monday.com, again, two products with similar motions.
Jensen's Open-Weights Letter | Google Cloud Grows 82% But The Market Tanks
- ▶ 57:48 Rory O'Driscoll Like, you know, can you buy a Monday or a Wix at a price where you can make a return from a combination of leverage, operational efficiency, and slight AI growth?
- ▶ 1:03:58 Harry Stebbings We have monday.com lays off 20%.
Wix Founder: Will Base44 Win the Vibe-Coding Wars? | The Truth About the Economics of Vibe-Coding · 20VC with Harry Stebbings
- ▶ 1:33 Harry Stebbings I spoke to Eran at Monday before the show, and he told me that you stay up insanely late.
- ▶ 22:00 Harry Stebbings Um, uh, Aaron from Monday said he was not able to do that.
- ▶ 1:03:04 Harry Stebbings 12 months time, who'll have a higher market cap your Monday? 2 times in the scene
Anthropic Files to Go Public | Cognition Raises $1BN at $26BN Valuation | The 996 Work Ethic · 20VC with Harry Stebbings
- ▶ 26:13 Jason Calacanis Even the hardest hit, Mondays and Atlassians, they all, they all, their multiples all bounced off the hard deck and, and just went back to crappy from, uh, from, from worthless.
OpenAI & SpaceX S1 Drops | Layoffs at Cloudflare & ClickUp | OpenRouter & Polsia Raise Mega Rounds · 20VC with Harry Stebbings
- ▶ 1:21:58 unnamed speaker But this is of all the threats there are to Salesforce and HubSpot and Monday.
Anthropic Raises $30BN at $900BN Price | SpaceX Files S1: How Does it Trade | Cerebras Smashes Day 1 · 20VC with Harry Stebbings
- ▶ 19:11 Jason Lemkin I think that's what we learned from last quarter Monday, Monday did sort of beat expectations and bounced HubSpot said Q two is going to be tougher and it got hit hard.
Turning Peter Thiel's $100K into $10M Angel Portfolio & Why VCs Can Be Sharks | Josh Browder · 20VC with Harry Stebbings
- ▶ 1:02:19 Harry Stebbings You know, I had the CEO of monday.com around on the show, and he said, I think that their SEO performance had gone down by 15%, which 2 times in the scene
Anthropic Buys Compute From Elon & Commits $200BN to Google | Cerebras IPO | Ramp Raises at $40BN · 20VC with Harry Stebbings
- ▶ 37:42 Jason Lemkin I just thought that the, the slight contrast that was interesting was Monday versus HubSpot, okay? 9 times in the scene
- ▶ 45:38 unnamed speaker Uh, or even we, we just said it two minutes ago, vis-a-vis Monday, get your, get your, I mean, it's to your point, get your act together for two quarters, get a small amount of kind of AI enabled growth.
Anthropic's Raise & What It Means for Potential IPO? Mag7: Google & Amazon Up, Meta & Microsoft Down · 20VC with Harry Stebbings
- ▶ 50:42 Jason Lemkin It's relatively more tech-centric than Monday, right?
Anthropic Raises $45B but Falls Short on Compute & Thoma Bravo Hand Back Medallia Keys to Creditors · 20VC with Harry Stebbings
- ▶ 9:12 Jason Lemkin They're worried about Atlassian and Monday because agents don't need project management tools.
Aaron Levie: Everyone is Wrong; We'll Have More Developers in 5 Years · 20VC with Harry Stebbings
- ▶ 17:04 Harry Stebbings When I think about that, I, I asked Aaron from Monday, if you become, you know, a data repository, which agents crawl on top of, how do you retain value in that?
How Hims & Hers Reached a $4.3BN Market Cap on $2.3BN of Revenue | Andrew Dudum · 20VC with Harry Stebbings
- ▶ 28:01 Harry Stebbings In terms of how people find you, I actually had Eran from Monday on the show, which was a fascinating show.
Why Margins Don't Matter for Early-Stage Startups | Gili Raanan · 20VC with Harry Stebbings
- ▶ 32:36 Harry Stebbings You have Monday trading at, like, one and a half X.
Gokul Rajaram: How to Analyse for Durability and Defensibility in a World of AI · 20VC with Harry Stebbings
- ▶ 12:28 Harry Stebbings So we have Atlassian, and we have Monday. 6 times in the scene
- ▶ 19:20 Harry Stebbings Dude, we've seen, we mentioned Monday, we see companies like Notion, like Amplitude, I'm mixing publics and privates, but kind of growth stage companies and even privates, um, do bolt on strategies.
Elena Verna: How Lovable Launches Product & Hacks Social to Go Viral · 20VC with Harry Stebbings
- ▶ 4:43 Harry Stebbings We had Aaron from Monday on the show, and he said that there was like
Anthropic vs The Pentagon: Who Wins? | The Data Center Arms Race | The Ultimate Stock Picks · 20VC with Harry Stebbings
- ▶ 51:15 Jason Lemkin The public markets, you know, we, we're wondering what's happened this year, and just the, and, and you, or you had Iran from Monday on, on a week ago on, on 20 VC, and he said it, we've got to, we've got to accelerate to get back…
Anthropic vs The Pentagon: Who Wins? | OpenAI's $110BN Mega Round | Cursor Hits $2BN in ARR · 20VC with Harry Stebbings
- ▶ 35:19 unnamed speaker Um, you know, you had Iran from Monday on the other 20 BC this week.
Monday.com CEO on Is SaaS Dead: Will Everything Be Vibe Coded | Eran Zinman · 20VC with Harry Stebbings
- ▶ 0:13 Harry Stebbings The SaaSpocalypse is real, and no one has felt it more than Monday.com. 2 times in the scene
- ▶ 0:31 Eran Zinman It's the biggest pivot moment for us in the history of the company.
- ▶ 3:11 Harry Stebbings I think a realization that the public markets and a lot of people are having is, wow, if we see agentic evolution in the way that we think it will happen and proliferate, then there are core systems, potentially like a Monday, like a… 2 times in the scene
- ▶ 4:51 Harry Stebbings CNN, CNBC, or one of the acronyms that, you know, American has, um, where she vibe coded her own Monday in a couple of hours or whatever. 4 times in the scene
- ▶ 14:09 Eran Zinman Same goes for IT, same goes for Monday. 4 times in the scene
- ▶ 17:28 Eran Zinman Look, um, I can give you an example from, from Monday. 3 times in the scene
- ▶ 20:07 Eran Zinman Uh, I don't, I just don't think that's the essence of what we're seeing in the market.
- ▶ 22:58 Eran Zinman So basically, uh, a customer today that goes into Monday when they leave their details on the website, let's say they leave a contact sales form.
- ▶ 25:25 Eran Zinman So today we have about 3000 people, um, and, and, uh, gonna be when? 3 times in the scene
- ▶ 29:56 Eran Zinman So what we've done internally is to rethink what we are doing as a company. 2 times in the scene
- ▶ 31:21 Eran Zinman And this is exactly what we're going to do with Monday. 3 times in the scene
- ▶ 33:47 Harry Stebbings But again, I go back and as a Monday holder, do we not need to jack the shit out of our enterprise brand? 3 times in the scene
- ▶ 35:50 Eran Zinman Going back to Monday, we're going all in for that. 4 times in the scene
- ▶ 39:23 Eran Zinman And we're going to go all in for that opportunity because our advantage is that we are the best platform for people to working together across the organization. 6 times in the scene
- ▶ 44:26 Eran Zinman You know, obviously when the stock is going down and, and I've seen all the earning calls before Monday and after Monday, I, I felt like no matter what, 6 times in the scene
- ▶ 52:31 Eran Zinman You know, if Monday is valued at 3.7, every startup in the private market with five million of ARR is now being valued at two billion, you know?
- ▶ 58:57 Eran Zinman I can look at it and say, oh, you know, like I was on a path, and everything was great, and we built this great company, and so on. 4 times in the scene
- ▶ 1:03:29 Harry Stebbings Other than Monday, 2 times in the scene
- ▶ 1:06:09 Eran Zinman I'm not, uh, I'm making bets on Monday, not on other companies. 2 times in the scene
The SaaS Apocalypse: Who Lives & Who Dies | Insight Partners Co-Founder, Jerry Murdock · 20VC with Harry Stebbings
- ▶ 23:07 Harry Stebbings So like I have the CEO of monday.com on the show tomorrow. 2 times in the scene
Citrini Research Breakdown: Agents, "Ghost GDP", Consumer Spend | Figma Earnings Beat · 20VC with Harry Stebbings
- ▶ 6:29 Harry Stebbings Would you rather have your money in CrowdStrike, which is still priced well, or Monday priced at one and a half revenues?
- ▶ 15:47 Jason Lemkin Um, and two, then there's a meta challenge for the Shopify's Monday's HubSpot's and Toast's and others, which is, you can't afford the human to do it. 3 times in the scene
- ▶ 1:02:08 Jason Lemkin Um, and, you know, I read one analysis of Monday, who we all love, and the criticism of Monday was, you're constantly beating and then, but then lowering.
Insights from Coatue's Growth Investor Lucas Swisher · 20VC with Harry Stebbings
- ▶ 4:07 Harry Stebbings So my question is though, opportunity cost adjusted now, surely it has to be better being in the Publix where Monday is trading at one and a half X.
OpenAI's Codex Lead: Why Coding as We Know It is Over · 20VC with Harry Stebbings
- ▶ 47:39 Harry Stebbings Um, and I think your, I think your Monday.com's of the world, though, for the majority of SMBs and consumers who use it, which is the large majority of their market, actually, could they vibe code a to-do list?
Thrive Raises New $10B Fund | OpenAI Buys OpenClaw | Stripe at $140B: Is Adyen Wildly Undervalued? · 20VC with Harry Stebbings
- ▶ 17:45 Jason Lemkin And maybe HubSpot and Monday and no people were like, why the hell are these horizontal apps oversold?
- ▶ 20:55 Harry Stebbings If we, if we look at like a duo, a Monday, and a van, these businesses, they're all doing okay to decent, actually, but the price is through the floor, and we keep on saying, oh my god, it can't go lower, and it does.
- ▶ 1:28:59 Harry Stebbings Monday at 3.8 billion. 7 times in the scene
Klarna CEO: SaaS is Dead: Why Systems of Record Will Die in an Agentic World · 20VC with Harry Stebbings
- ▶ 6:07 Harry Stebbings Why the fuck are we building a Monday replica
Anthropic's Super Bowl Ad: Who Won & Lost? | Sierra Hits $150M ARR: Is Customer Support Too Crowded? · 20VC with Harry Stebbings
- ▶ 19:25 Harry Stebbings Because we've got your Mondays, your duos, your workdays, your HubSpots that, I mean, I, the Sassica's real. 2 times in the scene
- ▶ 41:44 Jason Lemkin I know, but I think, listen, but I think Zoom, I mean, HubSpot and Monday, even Zoom are below the fold.
a16z, Anish Acharya: Is SaaS Dead? Do Margins Still Matter? Why We Are Not in an AI Bubble? · 20VC with Harry Stebbings
- ▶ 5:24 Harry Stebbings How do we think about then the continuing negative growth that we've seen in a lot of these companies, the continuing seat contractions in a lot of your, say, CRM providers or Mondays of the world?
The SaaS Massacre: Public Market Collapse |Microsoft Lost $360B & NVIDIA’s $100B Dispute with OpenAI
- ▶ 19:49 unnamed speaker So there's a different dynamic if you're Humpspot versus if you're ServiceNow versus if you're Monday or Asana.
- ▶ 43:02 Jason Lemkin But it's not just HubSpot is, is been under the most pressure of any of the leaders, right?
- ▶ 43:05 Jason Lemkin But Monday, Monday has been under a ton of pressure too, and it's growing much more quickly, right? 4 times in the scene
Elon Musk vs Sam Altman | The Implosion of Thinking Machines | Can VC Survive Public Pricing? · 20VC with Harry Stebbings
- ▶ 1:41 Harry Stebbings Because when we look at Figma down to pre-IPO levels, when we look at Datadog, now 20% down, even co-attached, Monday killed, you know, we, we talked before about, um,
Groq’s $20BN NVIDIA Deal | Why Sam Altman Doesn’t Care About Dilution & Invisible Unemployment 2026 · 20VC with Harry Stebbings
- ▶ 1:04:16 Harry Stebbings Does this not go to what you, does this not go to what you said though before, Jason, very well, which is like, one, unless you're co-attached to AI, or unless you're replacing labor, you're gonna get hit, a la Duolingo, a la Monday, both…
Predictions for 2026: Top Buy & Biggest Short | Why Salesforce Could Win & NVIDIA’s Challenges · 20VC with Harry Stebbings
- ▶ 45:26 unnamed speaker So I look at the bottom six, the bottom six, I have GitLab, Atlassian, Adobe, Monday, Bill, and HubSpot. 3 times in the scene
a16z's David George on the Most Controversial Bet at a16z & Do Margins and Revenue Matter in AI? · 20VC with Harry Stebbings
- ▶ 29:30 Harry Stebbings You know, sadly, I'm a big shareholder in monday.com, in Duolingo, and you know, one of our recent guests who's a dear friend of mine is like, yeah, but that's exactly the problem.
Base44’s Founder, Maor Shlomo on How Vibe Coding Will Kill SaaS · 20VC with Harry Stebbings
- ▶ 13:06 Maor Shlomo Hey, look, I've built this Monday.com clone with a single point.
- ▶ 17:33 Maor Shlomo So, like, let's take a Salesforce or a Monday.com, for example. 2 times in the scene
20Growth: How to Use Influencers to Scale Growth Insanely Fast | How to Optimise User Onboaring for Growth | How the Best Growth Teams Create Organic Growth and Community | Why LTV/CAC Models are BS with Ketty Slonimsky
- ▶ 53:01 Harry Stebbings So funny, the people who've done it so, so well, it's actually monday.com. 2 times in the scene
Anthropic Raises $13BN & OpenAI Buys Statsig for $1.1BN All Stock · 20VC with Harry Stebbings
- ▶ 28:32 unnamed speaker It's just, you know, in the public markets, your Monday, you miss by one percent and you get your head cut off. 2 times in the scene
- ▶ 38:56 unnamed speaker Because these markets are trying to get, you know, it's not just about fundamentals, but it's about how you perform relative to expectations. 2 times in the scene
- ▶ 52:12 Cliff Obrecht There is a lot of expenses, and I think this is where, ah, the Notions and Mondays and all the other companies of the world are flowing through revenue to the model companies.
- ▶ 1:01:35 Harry Stebbings We saw Monday got hit because a lot of that growth relies on SEO.
Anthropic's $10B Round, Klarna's IPO, Inside a16z's 72 Deal Seed Investment Machine ft. Marc Benioff · 20VC with Harry Stebbings
- ▶ 48:34 unnamed speaker Where is Monday benefiting?
Sam Altman's Masterplan or a Gift to Anthropic? Palantir & Shopify Crush Earnings · 20VC with Harry Stebbings
- ▶ 1:07:29 Harry Stebbings I don't freaking get Monday.com. 10 times in the scene
Figma's 250% Pop - The Greatest IPO Mispricing Ever? Meta & Microsoft Blowout Quarters: Broken Down · 20VC with Harry Stebbings
- ▶ 48:51 Harry Stebbings Monday.com as well.
OpenAI’s $6BN Jony Ive Deal & YC Is Both Chanel and Walmart, and Has Officially Won! · 20VC with Harry Stebbings
- ▶ 6:26 Jason Lemkin You know, it's interesting tying it back to the conversation they own inside on 43% of Monday when it IPO. 2 times in the scene
Eran Zinman, Co-Founder & Co-CEO @Monday.com: Going Upmarket, International and Multi-Product |E1247 · 20VC with Harry Stebbings
- ▶ 0:50 Harry Stebbings I'm like the biggest Monday nerd.
- ▶ 2:19 Harry Stebbings Now, dude, you know, Monday is not your first business. 4 times in the scene
- ▶ 5:47 Harry Stebbings Da pulse. 6 times in the scene
- ▶ 10:50 Harry Stebbings Okay, and so we pivot, and then we go to the more, kind of, uh, known product that we have today, which is obviously DePulse at this time now, Monday. 2 times in the scene
- ▶ 12:51 Harry Stebbings When you think about that, Monday is, the joy of it is, is a horizontal product, but then the challenge is, is it's a horizontal product, and so your product marketing can't be that tight.
- ▶ 20:52 Eran Zinman I think our customers has been the biggest investor of Monday. 2 times in the scene
- ▶ 24:07 unnamed speaker We branded the company as Monday.
- ▶ 33:00 Harry Stebbings Like Monday has crushed YouTube. 2 times in the scene
- ▶ 35:11 Eran Zinman Uh, so basically people, we got everybody using Monday, uh, and one thing that was super surprising for me is that a lot of people use Monday as a CRM, and because it's so customizable, you can build your own boards, which is like kind of… 4 times in the scene
- ▶ 37:48 Eran Zinman Look, I don't think Monday will replace all SaaS tools on the planet, but our vision, our grand vision is that we built from day one, we built the platform. 6 times in the scene
- ▶ 40:25 Harry Stebbings Dude, when you look at the revenue lines today, like Monday is, like, what's Monday core revenue? 2 times in the scene
- ▶ 42:57 Harry Stebbings How do you respond to the question of Monday sustaining when we live in a world of agents, when we see a new generation of AI impact all of SaaS? 4 times in the scene
- ▶ 48:23 Eran Zinman The day after when I woke up, um, I opened my iPhone, opened the stocks app and added Monday. 2 times in the scene
- ▶ 53:34 Eran Zinman Yeah, we use Monday a lot, uh, to sync, uh, we use Slack, uh, WhatsApp, uh, kind of more instant, uh, communication channels.
- ▶ 54:43 Harry Stebbings What's the single hardest element of your day job as co-CEO of Monday?
Victor Riparbelli, CEO @Synthesia: OpenAI vs Anthropic vs X.ai - Who Wins and Why | E1246 · 20VC with Harry Stebbings
- ▶ 22:10 Victor Riparbelli You're just going to say, make me a copy of Monday.com.
David Frankel, MP @Founder Collective: Investing Lessons from Seeding Coupang, Pillpack & Suno|E1214 · 20VC with Harry Stebbings
- ▶ 1:18:20 David Frankel Like our software, I don't care if you use Monday, Airtable, we use Airtable.
Avi Eyal: Making $2.3BN on Monday, Stripe & PillPack from Entrée Capital MP | E1173 · 20VC with Harry Stebbings
- ▶ 0:00 Avi Eyal Since the beginning of Monday, we invested approximately fifteen million dollars. 2 times in the scene
- ▶ 7:02 Avi Eyal Practically, when I look at it, you take Roy Mann from monday.com, or you take, uh, Edo from Riskified, TJ Parker, who we backed at PillPack, um, who as a teenager used to ride his bicycle delivering from his dad's pharmacy, um,
- ▶ 23:38 Avi Eyal Here again, Monday.com is another one where they, they, they went after a kind of a general market, right? 4 times in the scene
- ▶ 24:12 Harry Stebbings Crowded, competitive market, but the founder's incredible, and it was a pre-seed, and so it's like, you know, write the check if the founder's amazing, and so I did, but I do want to talk about Monday, because I spoke to Aaron before the… 10 times in the scene
- ▶ 37:51 Avi Eyal So, you know, case in point, when you look at Monday at the beginning, we were very, very involved. 2 times in the scene
- ▶ 44:37 unnamed speaker Monday, one and a half billion. 2 times in the scene
- ▶ 1:02:52 Harry Stebbings Monday distributions to, like, the future of humanity and progress.
Jason Lemkin: PluralSight S*** the Bed & The Next IPO Candidates | E1160 · 20VC with Harry Stebbings
- ▶ 54:07 Jason Lemkin A Monday. 4 times in the scene
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