Prediction Open AI assessment confidence: 90% certainty 5/5 debate potential 3/5

Zinman: Monday.com will remain public with no reason to go private

Eran Zinman · Monday.com CEO on Is SaaS Dead: Will Everything Be Vibe Coded | Eran Zinman · 20VC with Harry Stebbings · Mar 2, 2026 · at 51:00

Monday.com co-CEO Eran Zinman responds to Harry Stebbings asking whether Monday.com would consider taking the company private following a public market stock drop.

0:00 / 0:48exact quote · 48.8s
▶ Watch the full episode on YouTube → 720p mp4 · rendered on demand · StarZero watermark
“No. I don't see a reason. No. Look, I think at the end of the day, you know, you can be private, you can be public. The question is, do you need to raise more money? And we don't. We generate 27% of free cash flow. We don't need to raise more money. We have everything we need going forward. If anything, we'll become more efficient. I see the retention rate highest ever, gross retention highest ever. We're still acquiring a lot of customers, so I'm very confident about the business, and I think this is, Where people don't understand that the businesses are working good, and things might change, but, you know, nothing is more sticky than a SaaS product, so I definitely, I'm not worried about you know, operationally, and we are changing you know, as we speak, so we don't need to raise more money, and no reason to go private, and we can stay public.”

quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →

More from Eran Zinman

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.”
Eran Zinman Mar 2, 2026 ▶ 0:34 Monday.com CEO on Is SaaS Dead: Will Everything Be Vibe Coded | Eran Zinman · 20VC with Harry Stebbings
Prediction Not 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 Zinman Mar 2, 2026 ▶ 7:32 Monday.com CEO on Is SaaS Dead: Will Everything Be Vibe Coded | Eran Zinman · 20VC with Harry Stebbings
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.”
Eran Zinman Mar 2, 2026 ▶ 22:09 Monday.com CEO on Is SaaS Dead: Will Everything Be Vibe Coded | Eran Zinman · 20VC with Harry Stebbings
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…”
Eran Zinman Mar 2, 2026 ▶ 32:20 Monday.com CEO on Is SaaS Dead: Will Everything Be Vibe Coded | Eran Zinman · 20VC with Harry Stebbings
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.”
Eran Zinman Mar 2, 2026 ▶ 35:39 Monday.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 Zinman Mar 2, 2026 ▶ 48:22 Monday.com CEO on Is SaaS Dead: Will Everything Be Vibe Coded | Eran Zinman · 20VC with Harry Stebbings
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 1,200 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.