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0"Some days I feel like I was ran over by a truck, hit by a plane, and barbecued... and it’s only 11:00 a.m.".
Welcome to the SaaS Apocalypse. 📉 While the public markets are signaling that even billion-dollar software giants might be "worth zero," monday.com Co-Founder & Co-CEO Eran Zinman isn't just surviving—he’s going on the ultimate offensive.
In this high-stakes conversation with Harry Stebbings, Eran pulls back the curtain on the most volatile period in software history. If you think AI is just "sprinkling dust" on top of old tools, think again. We are witnessing the biggest pivot in the history of the industry, and the rules of the game have been set on fire.
In this episode, we dive into the "Doomsday Scenarios" and the massive silver linings:
- The SDR Extinction Event: 🤖 Eran reveals how monday.com replaced a 100-person SDR team with AI agents. The result? Response times dropped from 24 hours to 3 minutes, and conversion rates actually went up. Is your sales team next?
- Vibe Coding vs. Reality: 💻 Can a journalist really build a "Monday killer" in two hours? Eran addresses the viral "Vibe Coding" trend and explains why building a UI is easy, but building a multi-billion dollar engine is a different beast entirely.
- The End of the Seat-Based Model: 💸 The "Seat-Based Economy" is dying. Eran breaks down why monday.com is moving toward consumption-based pricing and how software spend is about to explode by 100x as AI starts doing 80% of the work.
- The 1.5 Billion Dollar Bet: 💰 With $1.5 billion in cash and zero debt, find out why Eran is ignoring the "noise" of Twitter and the stock market to hunt for the biggest opportunity of our lifetime.
Whether you’re a founder feeling the pressure of a "down" market or an investor trying to spot the survivors, this episode is a masterclass in resilience, radical adaptation, and leadership under fire. Eran shares the vulnerable truth about sleepless nights, the "front seat to the birth of intelligence," and why he believes we are only 0.001% done.
Don’t miss this raw look at the future of work where humans and agents collaborate, and the "boring" dashboard steps into the background to let AI take the wheel. 🏎️💨
Tune in to hear why the "Death of SaaS" might actually be its greatest rebirth. ✨
