Monday.com
Mentioned in 16 analyzed podcast episodes across 10 shows
A workflow and project management SaaS company that has become a focal point in podcast discussions about AI's impact on software businesses. Podcasts frequently cite the company's stock declines and management's warnings about AI agents as competitive threats, using it as a cautionary example of how AI could disrupt traditional software-as-a-service business models. Despite strong customer retention metrics, the company exemplifies broader concerns about whether AI will enable customers to build custom alternatives rather than purchase packaged software solutions.
Mentioned On
Episode Mentions
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · Mar 16, 2026
20VC: The 8 Moats of Enduring Software Companies: How to Analyse for Durability and Defensibility in a World of AI | Why Dropouts are "AI Maxing" the World & Remote Early-Stage Companies are Dying with Gokul Rajaram
“Scored as having only 1 moat and potentially fairly valued in downturn”
Starter Story · Mar 15, 2026
I Make $60K/Month From the Most Boring SaaS on the Internet
“Project management tool used for tracking development progress and tickets”
TBPN · Feb 24, 2026
Citrini Research’s viral piece, AI and the economy, 90s Nostalgia | Diet TBPN
“SaaS company cited as example of business model vulnerable to AI disruption”
Motley Fool Money · Feb 23, 2026
Disruption Stories: The 2 Stocks Our Analysts Think Could Be Most At Risk
“Workflow management software company showing strong customer retention and net retention rates; largest customers driving fastest growth segment”
Better Offline · Feb 20, 2026
Monologue: AI Isn't Replacing Software Companies, Calm Down About Claude Code
“Listed as example SaaS product companies might attempt to build internally instead of purchasing”
Hard Fork · Feb 13, 2026
‘Something Big Is Happening’ + A.I. Rocks the Romance Novel Industry + One Good Thing
“Project management software company whose stock plunged 20% on weak outlook”
AI For Humans: Making Artificial Intelligence Fun & Practical · Feb 13, 2026
Seedance 2.0 Is Peak AI Video. We Tested It. Send Help.
“Project management SaaS company whose stock is crashing due to AI making custom alternatives easier to build”
TBPN · Feb 11, 2026
Elon’s go-to banker leads SpaceX IPO, SaaSination, Bejing’s robot Boom | Diet TBPN
“Stock dropped 21% after flagging AI agents as competitive threat in earnings”
TBPN · Feb 10, 2026
Elon Musk's Banker, Beijing Pours $26B into Robot Boom, How Apollo Dodged SaaSsassination | Ashlee Vance, Vincenzo Landino, Ethan Thornton, Kris Marszalek, Cristóbal Valenzuela, Brad Svrluga, Dayna Grayson
“Stock dropped 21% after flagging AI agents as competitive threat”
Pivot · Jan 27, 2026
The Cost of Corporate Silence on ICE, Trump's Health, and TikTok USA
The Vergecast · Jan 27, 2026
Truth and AI in Minneapolis
Pivot · Jan 20, 2026
Betting on Reality with Kalshi CEO Tarek Mansour: ACCESS
The Vergecast · Jan 20, 2026
How BYD beat Tesla
Nature Podcast · Jan 14, 2026
AI can turbocharge scientists' careers — but limit their scope
Young and Profiting with Hala Taha (Entrepreneurship, Sales, Marketing) · Jan 14, 2026
The Productivity Framework That Eliminates Burnout and Maximizes Output | Productivity | Presented by Working Genius
Starter Story · Jun 25, 2025
This App Makes $25,000/Month
“Sponsor offering app marketplace platform with 245,000+ customers and built-in monetization for developers”