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What the podcasts are saying about
MNDY
In-depth coverage
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Mentions · 7d
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Mentions · 30d
10
Mentions · 90d
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Episodes
Latest attributed ideas · most recent first
17 JULTHE TWENTY MINUTE VC · 09:40
Atlassian is oversold relative to Monday.com
“Atlassian possesses a significantly stronger moat profile than Monday.com, making its steep stock decline an attractive mispricing.”
Substantive discussion · 3/5Verify in source →
17 JULTHE TWENTY MINUTE VC · 01:50
AI expectations depress public software multiples
“The guest argued that public market software multiples are depressed because investors anticipate autonomous AI programs will displace and eat into the growth of established software businesses.”
Substantive discussion · 3/5Verify in source →
17 JULEXCESS RETURNS · 04:30
AI deflationary impulse pressures legacy software stocks
“The rapid advancement of generative AI models is creating a deflationary impulse that is structurally devaluing legacy software-as-a-service (SaaS) business models.”
Substantive discussion · 3/5Verify in source →
4 JULWHAT BITCOIN DID · 05:30
Custom AI software threatens traditional SaaS
“The speakers argued that traditional software-as-a-service (SaaS) companies face structural headwinds because businesses can now easily build custom, in-house software using AI tools.”
Substantive discussion · 3/5Verify in source →
4 JULTHE TWENTY MINUTE VC · 05:10
AI agents threaten traditional SaaS terminal value
“The speakers argued that traditional SaaS systems of record face severe terminal value erosion unless they can successfully monetize AI agent workflows rather than human seats.”
Core thesis · 5/5Verify in source →
4 JULTHE TWENTY MINUTE VC · 00:15
Low-valuation SaaS resilient during paradigm shifts
“The speakers argued that low-valuation SaaS stocks with strong cash positions offer asymmetric upside during paradigm shifts, while high-multiple stocks remain highly vulnerable to disruption.”
Substantive discussion · 3/5Verify in source →
4 JULTHE TWENTY MINUTE VC · 10:35
SaaS survival tied to guidance raises
“The speakers noted that in an environment where AI budgets are accelerating, SaaS companies must raise guidance to prove they are not being structurally disrupted.”
Substantive discussion · 3/5Verify in source →
4 JULTHE TWENTY MINUTE VC · 09:15
Legacy SaaS defends moats via agentic AI
“The bull case for established SaaS giants argues that growth reacceleration at companies like Atlassian and Figma proves legacy players have sufficient time and distribution to successfully integrate AI agents and defend against startup disruptors.”
In depth · 4/5Verify in source →
4 JULTHE TWENTY MINUTE VC · 08:30
Legacy SaaS moats hold against vibe-coding threat
“The speakers argued that the threat of custom, 'vibe-coded' software replacing major enterprise SaaS platforms is highly exaggerated and does not pose a systemic risk to legacy providers.”
Substantive discussion · 3/5Verify in source →
4 JULTHE BLOOMBERG SURVEILLANCE · 01:15
AI software sell-off is overdone
“The guest argued that the recent sell-off in software and SaaS stocks is overdone, as software ultimately drives hardware functionality and the next phase of AI will transition to edge computing and smart devices.”
Core thesis · 5/5Verify in source →
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