Eran Zinman is the co-CEO of public software company Monday.com. He addresses public market fears that AI vibe coding will replace established SaaS platforms.
Prediction Not checkable as stated
Zinman: Enterprise spending on software will grow 100x
“The time of software, how much companies are going to spend on software is going to be a hundred X for what it is today.”
Assertion Supported
Monday.com replaced 100-person inbound SDR team with AI agents
“We had a team of about a hundred SDRs and we now doing, doing it with agents. A hundred percent is being done with agents. We move those SDRs to do outbound.”
Prediction Not checkable as stated
Zinman: ChatGPT and Claude won't win enterprise AI orchestration
“I don't think that ChatGPT or Gemini on Tropic are going to do it, because going back to my the second theory that we discussed, you know, of course, you know, people are buying a Tropic Claude, they're buying ChatGPT, but it's not a tool where you work with a…”
Prediction Not checkable as stated
Zinman: Software built on LLMs will grow exponentially, not shrink
“I think if anything, we're going to see an excess of software being built on top of the LLMs, not less, exponentially more because the opportunity is so massive and the time is so huge.”
Opinion
Zinman: Public companies hold an advantage over private rivals in market shifts
“I think the opposite. The opposite. Because if you kind of relate to what I've said, you know, I feel like I was kicked in the head so many times by now that, okay, I get it. And I feel when you're private, you know, you can try and ignore what's going on and …”
Prediction Open · timeframe Mar 2029
Zinman: Monday.com has hit bottom and will grow from here
“And if you ask me today how I feel great because as I told you, we hit the bottom or maybe close to the bottom. And from here we can only grow and focus on execution.”