Jeff Bezos' famous quote, "The stock is not the company, and the company is not the stock," has never been more relevant for the software sector. After years where SaaS companies were considered islands of stability and guaranteed growth, the AI revolution has injected market uncertainty that slashed valuations by tens of percent overnight for many companies.

In this episode of "Version Update", Darya Wertheim hosts Eran Zinman, Co-CEO of monday.com, and Eliran Glazer, the company's CFO, to discuss the dissonance between actual business performance and negative investor sentiment.

We dive into perspectives on the current crisis based on past market downturns—from the dot-com crash and the subprime crisis to the post-COVID correction and monday’s own stock drop from $400 to $70—and what we can learn from these cycles. We also cover why monday.com chose to initiate a share buyback program, how it affects value for both investors and employees, and how they navigate the public and private markets as they intersect during the AI revolution.

Note: This episode has been translated from Hebrew to English using AI voice technology. The Original episode first aired in March 2026.

See omnystudio.com/listener for privacy information.

Are we really facing the end of SaaS? Is it actually possible to rebuild monday.com in just two hours? And will we all be out of a job in a few years? In this episode of "Version Update"—the series where we unpack how AI is reshaping and rebuilding monday.com from the inside out—we dive into the most talked-about doom prophecies of recent months to separate fact from fiction and see what has been blown completely out of proportion.

monday.com founders Roy Mann and Eran Zinman bring their boots-on-the-ground perspective to these industry anxieties. They address the rise of "vibe coding" and its true impact on established software companies, the fear that users will bypass traditional applications entirely in favor of raw LLM interfaces, and the impending takeover of AI agents in the workplace.

The discussion cuts through the panic to find the actual core of truth behind the headlines. By examining these shifts realistically, Roy and Eran map out what these macro-changes mean for the future of software development, how existing platforms must adapt, and what the practical implications are for the tech ecosystem as a whole.

Note: This episode is an AI translation of the original Hebrew version released in March 2026.

See omnystudio.com/listener for privacy information.

What happens when successful companies face a game-changing technology that rewrites the rules? This is the third episode in our series on how AI is reshaping and rebuilding monday from the inside out. In this episode, monday co-CEOs Roy Mann and Eran Zinman join Darya Wertheim to talk about the practical challenges of managing organizational change when the technological landscape shifts.

Drawing on frameworks from the book "The Innovator's Dilemma," Eran and Roy break down why the strongest, best-managed companies are actually at the highest risk of being disrupted during the AI revolution. They dive into the friction of balancing the urgent demands of existing customers and current product commitments with the strategic necessity of betting on an unmapped future.

The discussion unpacks why it is so difficult for software companies to let go of legacy paradigms, why market dynamics always win in the end, what makes AI fundamentally different from any technological wave we have seen before and, of course, exactly where all of this meets monday.

Note: This episode is an AI translation of the original Hebrew version released in February 2026.

See omnystudio.com/listener for privacy information.