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Monday.com
A work management platform that helps teams plan, organize, and track their work projects.
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"Would you rather have your money in CrowdStrike, which is still priced well or Monday priced at 1 and a half revenues?"
From:
Citrini Research Breakdown: Agents, "Ghost GDP", Consumer Spend | Figma Earnings Beat
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▶ 6:32
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Feb 2026
Attribution: Guest comparing valuations between different companies
"Monday at 3.8 billion. Is that a buy or not?"
From:
Thrive Raises New $10B Fund | OpenAI Buys OpenClaw | Stripe at $140B: Is Adyen Wildly Undervalued?
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▶ 1:29:01
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Feb 2026
Attribution: Host asks about Monday.com as a potential investment opportunity, leading to detailed financial analysis discussion