“I think all almost all the public software companies are just going to do worse and worse for the rest of this year”
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Majority of public SaaS companies miss earnings guidance or report declining revenue growth in 2026
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.
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
Aran Zindman announces Monday will execute $870M share buyback over 2-3 years
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