“I think that again, it's back to the I don't think there is a magic pixie dust that can make the growth rate of this category change from what it is now to something dramatically different. It's not even like the Figma example where you say there was an adjacency, and if you pick it up, you'll get another 40% lift. I think this is a mature established category.”
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Workday's YoY revenue growth rate in 2026-2027 remains in similar range to pre-Anil return period (mid-to-high teens); no acceleration to 30%+ growth
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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