“We announced a buyback program of 870,000,000, and we said we're gonna spend it over the next, two, three years.”
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Monday completes $870M share buyback by end of 2028-2029
Anthropic, Entropic, and SpaceX will all go public in their next funding round.
Arvind Jain predicts sourcer roles in recruiting will be consumed into full-cycle recruiting roles.
Elena predicts that LLM costs will decline significantly, allowing providers to maintain or lower prices while improving margins.
Public SaaS companies will show declining performance throughout 2026.
Aran Zindman predicts Monday headcount will not grow substantially from 3,000 by 2030
Aran Zindman predicts Monday will become primarily an agent-building platform
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