Zinman: Enterprise SaaS faces five distinct AI doomsday scenarios
Eran Zinman · Monday.com CEO on Is SaaS Dead: Will Everything Be Vibe Coded | Eran Zinman · 20VC with Harry Stebbings · Mar 2, 2026 · at 3:38
Eran Zinman is the co-CEO of Monday.com, a public enterprise workflow software platform. He categorizes the primary AI disruption fears affecting public SaaS company valuations.
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“Yeah, so first of all, I think there's like five Doomeday scenarios I'm familiar with, so that's one of them. But, you know, I'll just take you back a little bit in time, but first of all, it was everything about people will Vibe code their own apps. That was one of them. Another you know option for Doomeday scenario was that some players like, you know, Entropic or OpenAI or Gemini will capture You know, all the value from enterprise software. I think that's another scenario people are talking about. And the third one is maybe what you refer to as you know a platform becoming essentially system of records and then other companies capturing the entire value that those companies offer.”
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