Eran Zinman: SaaS market transformation is driving a 100x increase in software spending, Monday.com is undervalued despite $1.3 billion revenue, and the disconnect between business operations and market sentiment | 20VC

Eran Zinman discusses Monday.com's market undervaluation despite generating $1.3 billion in revenue, highlighting a broader SaaS market transformation driving 100x increase in software spending. The analysis reveals a disconnect between strong business operations and current market sentiment in the enterprise software sector.