20VC: Monday.com CEO on Is SaaS Dead: Will Everything Be Vibe Coded | Will Systems of Record Become Valueless Databases in an Agentic World | Will LLMs Own the Value in the Application Layer with Eran Zinman

20VC: Monday.com CEO on Is SaaS Dead: Will Everything Be Vibe Coded | Will Systems of Record Become Valueless Databases in an Agentic World | Will LLMs Own the Value in the Application Layer with Eran Zinman

Author: Harry Stebbings March 2, 2026 Duration: 1:09:55
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
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Monday has been hit harder than almost any other public SaaS company. With $1.3BN in ARR, the company is valued at just $3.8BN; a more than 60% fall since IPO. Today, Eran Zinman, Monday's CEO joins Harry Stebbings in the hotseat to walkthrough six of the biggest threats to Monday's business; what is real, what is not and what are the unknowns. 

AGENDA:

05:47 Six Threats Monday Faces Today 

07:04 Threat #1: Vibe Coding: Will Companies Vibe Code Everything

11:24 Threat #2: Will OpenAI and Anthropic Own the Application Layer 

13:52 Threat #3: Will Agents Turn Monday and Salesforce into a Database

18:43 Why is Monday Adding 15% Headcount When Everyone is Cutting?

21:40 How Monday is Using AI to be More Efficient

27:49 What Happens to Seat Pricing? What Comes Next?

34:17 What No One Sees About Enterprise AI Adoption

37:13 How Google AI Overview Smashed 10% of our Customer Acquisition

38:49 If Bullish on Monday, Why Has Eran Not Bought More Stock…

40:38 How to Manage Internal Morale When Stock is Down 60%

44:08 Do Private Companies Have Advantages Public Companies Do Not Have

47:28 With $1.5BN in Cash, Why is Eran Not Buying More Companies…

53:30 What is the Most Offensive Bet Eran Would Like to Take?

57:13 Quickfire: Marriage, Biggest Short, Mentors

 


Hosted by Harry Stebbings, The Twenty Minute VC (20VC) pulls back the curtain on the high-stakes worlds of venture capital and startup building. Each episode is a compact, twenty-minute dive into the minds shaping the future of technology. You’ll hear candid conversations with legendary investors, the very individuals who fund and guide the next generation of companies, featuring voices like Sequoia's Doug Leone and Benchmark's Bill Gurley. Beyond the capital, this podcast dedicates time to the founders themselves. Weekly, Stebbings sits down with transformative entrepreneurs such as Spotify's Daniel Ek, LinkedIn's Reid Hoffman, and Snowflake's Frank Slootman, unpacking the real journeys behind their iconic companies. The format is direct and focused, cutting straight to the core insights on funding strategies, pitch dynamics, and the personal philosophies that drive success. Tuning into this podcast means gaining an unfiltered perspective from both sides of the table, all delivered in a concise and accessible style that fits into your day.
Author: Language: English Episodes: 100

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The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
Podcast Episodes
20VC: Cerebras CEO on Why Raise $1BN and Delay the IPO | NVIDIA Showing Signs They Are Worried About Growth | Concentration of Value in Mag7: Will the AI Train Come to a Halt | Can the US Supply the Energy for AI with Andrew Feldman [not-audio_url] [/not-audio_url]

Duration: 1:04:59
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Duration: 54:15
James Gibson is Head of Revolut Business. Under his leadership, Revolut Business now processes over $33 billion in monthly transaction volume and generates more than $1BN in annualised revenue. AGENDA: 04:10 Is Consultin…
20VC: General Catalyst CEO Hemant Taneja on The Future of Venture Capital: Chanel vs Walmart | Lessons Scaling GC to $40BN in AUM | Investing $5BN+ Into Stripe Over 14 Rounds | Investing Hundreds of Millions into Anthropic at $60BN Valuation [not-audio_url] [/not-audio_url]

Duration: 1:27:19
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20VC: Why 90% of Founders Build Startups Wrong | Why AI Growth Rates are Sustainable & Remote Work is BS and the AI Talent War | Competing with Brett Taylor and Sierra: Who Wins the Customer Service War with Jesse Zhang, Decagon [not-audio_url] [/not-audio_url]

Duration: 59:19
Jesse Zhang is the Co-Founder and CEO @ Decagon, the conversational AI platform for customer experience. As one of the fastest growing companies in the valley, they have raised over $230M at a last round price of $1.5BN.…
20VC: Opendoor's CEO on The Greatest Turnaround in Tech | OpenAI and Oracle: How Can Either Afford to Do This | How Anthropic Could Lose 50% of Their Revenue Overnight | Replit Raises at $3BN | Figure, Gemini & VIA IPOs Broken Down [not-audio_url] [/not-audio_url]

Duration: 1:24:20
AGENDA: 00:00 Opendoor's Potential and Market Valuation 03:32 Why Did Kaz Leave $300M on the Table to Join Opendoor 04:44 Why Does Kaz Believe OPEN Can Be a Good Business When the Market Doesn't 06:34 How does Kaz Feel A…

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