Eran Zinman
Co-Founder & Co-CEO, monday.com. On 2 shows, 5 appearances. The Shows tab opens the full record on each.
founderexecutiveengineer@zzeran ↗LinkedIn ↗monday.com ↗
Eran Zinman co-founded monday.com in 2012, serving as CTO before becoming Co-CEO in 2020 and co-leading its 2021 NASDAQ IPO. Earlier in his career, he served as an R&D manager at Conduit Mobile and co-founded Othersay.
2shows
5appearances
137statements
31resolved
31supported
0contradicted
100%fully supported
23said about them ↓ Everything Eran Zinman said on any show that made the record, most notable first. Each card names its show and opens the statement there.
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.”
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.”
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.”
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…”
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.”
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 …”
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.”
Zinman: Salesforce and ServiceNow markets are open to AI competitors
“The way I look at this today, service dominated by ServiceNow, CRM dominated by Salesforce is open market today.”
Zinman: Buyers will reject software that doesn't do most work
“Nobody will want to buy The software, they're not doing the majority of the work for them.”
Zinman: OpenAI and Anthropic won't capture all enterprise software value
“So I'm not saying people will not use Entropic and OpenAI, for sure they will, but I don't think they're gonna capture all the enterprise value. Because they have a much bigger opportunity ahead of them, and it's not their focus.”
Zinman: AI will handle 70% to 80% of enterprise work
“I think AI can potentially do 70, 80% of the work, and not 10, 20%, like it used to be before AI was brought into our lives.”
Zinman: Companies will shift spending from headcount to software as AI scales
“As AI become more dominant, companies will spend much more on software and much less on headcount going forward because they'll just become more efficient, and they'll gladly spend that.”
Zinman: Massively cutting headcount won't fix investor perception of Monday.com
“I don't think that you know, if we reduce ad count dramatically, it will change you know, investor perception about Monday. I don't, I just don't think that's the essence of what we're seeing in the market.”
Zinman: Monday.com headcount will not grow substantially by 2030
“So today we have about 3000 people and gonna be when? ... My gut feeling is, is probably we're not gonna grow substantially.”
Zinman: Public SaaS companies will match AI startups in agentic work
“On one hand, I see people excited about private companies because they build tools in the AI era that kind of captured the, what I've referred to as doing the work, but I'll tell you a secret. You know, public companies will do it as well. We're going to do it…”
Zinman: Monday.com's early AI features were superficial sugarcoating
“We built some AI features, but like you said, I call it we sprinkled some AI dust on top of our product. So essentially we didn't know what to build. So we built a way for people to be, build formulas using AI. We built AI blocks, AI columns, but essentially i…”
Zinman: Monday.com will transition entirely to consumption-based pricing
“Well, eventually I think it's gonna be more consumption and then entirely consumption going forward. So I think there's also be a transition, but now it's gonna be hybrid, and eventually it's gonna be a hundred percent consumption.”
Zinman: Monday.com plans to be the default platform for enterprise AI orchestration
“And we want to make Monday the default place for people to build agents and to collaborate between agents and people. So essentially you'll build Monday, you build agents on the top of Monday. Those agents will output tables, docs, files. People will go over i…”
Zinman: Users not building AI agents are using Monday.com improperly
“If you haven't built an agent on Monday, you're not using the product properly. And that's a major shift. The boards, the dashboards are going to be more in the background and the agents more in the forefront.”
Zinman: Google AI search hit 10% of Monday.com's new ARR acquisition
“It was about 10% of our acquisition in terms of new ARR but again, Google is very transactional, so people usually, when they're searching for something, they're willing to buy at this point because the intent is very high, so we lost some of the more transact…”
Zinman: Monday.com will remain public with no reason to go private
“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 ev…”
Zinman: Monday.com can reaccelerate growth and exceed past potential via AI
“But the way I look at this today is maybe this is our biggest opportunity as a company. Maybe we waited for that moment. And if we did the right things, we can reaccelerate the company and even grow much larger than what we could have become as a company.”
Zinman: Monday.com is pivoting entirely to AI agents
“One, in terms of our horizontal platform, we're going all in agents and humans working together. We're shifting the product a hundred percent, the pricing, the go-to-market, the product. We have two vertical offerings, the CRM and service. For that, we're buil…”
Zinman: Public software valuations will rise as incumbents demonstrate AI acceleration
“I think the cycle is going to shift once you know, like fungus after the rain, you're going to see another public company change and accelerate, another one accelerate, and then investors are going to say you know, it happens, so let's rethink who else is goin…”
The other half of the tape: Eran Zinman's own voice is left out of every number here. Other people bring the name up 22 times in 11 episodes across the shows. 1 statement on the record names them. every mention, with the transcript →
Who brings them up most Jason Lemkin 12Harry Stebbings 8Avishai Abrahami 1
Statements about Eran Zinman, by other people (1)
Every mention by year
tap a year for its mentions
the Official SaaStr Podcast 11
20VC 11
2026 9 mentions in 5 episodes 2 per episode
- Wix Founder: Will Base44 Win the Vibe-Coding Wars? | The Truth About the Economics of Vibe-Coding · 20VC with Harry Stebbings
- Aaron Levie: Everyone is Wrong; We'll Have More Developers in 5 Years · 20VC with Harry Stebbings
- How Hims & Hers Reached a $4.3BN Market Cap on $2.3BN of Revenue | Andrew Dudum · 20VC with Harry Stebbings
- Anthropic vs The Pentagon: Who Wins? | The Data Center Arms Race | The Ultimate Stock Picks · 20VC with Harry Stebbings
- Anthropic vs The Pentagon: Who Wins? | OpenAI's $110BN Mega Round | Cursor Hits $2BN in ARR · 20VC with Harry Stebbings
- every mention in 2026, scene by scene →
2025 1 mention in 1 episode
2024 2 mentions in 2 episodes 1 per episode
2023 10 mentions in 3 episodes 3 per episode
- 2024 SaaS Landscape: Why 2024 Could be Pretty Darn Good for SaaS IPOs with SaaStr CEO Jason Lemkin
- How to Navigate Strategic Change for Growth with SaaStr CEO and Founder, Jason Lemkin
- What the Future of SaaS Holds with David Sacks, Founder & General Partner, Craft Ventures
- every mention in 2023, scene by scene →
One line per show, most statements first. The link opens Eran's full record on that show: the calibration, argument clarity, speaking style and every statement made there.
| Show | Role there | Eps | Statements | Record | |
|---|---|---|---|---|---|
| 20VCLEDGER | Co-Founder & Co-CEO, monday.com | 2 | 99 | 100% 23/23 | full record on 20VC → |
| SAASTRLEDGER | Co-Founder & Co-CEO, monday.com | 3 | 38 | 100% 8/8 | full record on the Official SaaStr Podcast → |