“Definitely CRM will be very dominant going forward. Dev as well.”
quote is from the automated transcript, cleaned for reading:
filler sounds and stutters are removed, nothing is rephrased. names can be misheard
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More from Eran Zinman
PredictionNot 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.”
Eran ZinmanMar 2, 2026▶ 0:34Monday.com CEO on Is SaaS Dead: Will Everything Be Vibe Coded | Eran Zinman · 20VC with Harry Stebbings
PredictionNot checkable as stated
Zinman: Vibe coding will not disrupt software companies
“So I think at the end of the day, vibe coding is amazing technology, but I don't think it's going to disrupt software companies.”
Eran ZinmanMar 2, 2026▶ 7:32Monday.com CEO on Is SaaS Dead: Will Everything Be Vibe Coded | Eran Zinman · 20VC with Harry Stebbings
AssertionSupported
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.”
Eran ZinmanMar 2, 2026▶ 22:09Monday.com CEO on Is SaaS Dead: Will Everything Be Vibe Coded | Eran Zinman · 20VC with Harry Stebbings
PredictionNot 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…”
Eran ZinmanMar 2, 2026▶ 32:20Monday.com CEO on Is SaaS Dead: Will Everything Be Vibe Coded | Eran Zinman · 20VC with Harry Stebbings
PredictionNot 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.”
Eran ZinmanMar 2, 2026▶ 35:39Monday.com CEO on Is SaaS Dead: Will Everything Be Vibe Coded | Eran Zinman · 20VC with Harry Stebbings
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 …”
Eran ZinmanMar 2, 2026▶ 48:22Monday.com CEO on Is SaaS Dead: Will Everything Be Vibe Coded | Eran Zinman · 20VC with Harry Stebbings
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