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

Eran Zinman of Monday.com discusses the company's strategy amidst a challenging market environment and the shift towards an agentic future. Zinman addresses concerns about AI disrupting software, arguing that while "vibe coding" and AI model companies may capture some value, they won't replace comprehensive software solutions. He emphasizes Monday.com's pivot to becoming a platform that orchestrates between AI agents and humans, enabling companies to build and manage AI-driven workflows. Zinman acknowledges the impact of Google's AI search results on customer acquisition but remains confident in Monday.com's ability to adapt and capture the growing demand for AI solutions, highlighting the company's strong cash position and commitment to innovation.