Roy Mann on SaaS disruption
From 70% Down, All In on AI — How monday.com is Betting the Company on the Platform Shift | Roy Mann · · The AI Revolution Show
“I think people need to think more deeply into their assumptions because a lot of them contradict. If you think SAS is going to die because there is no more seats, those seats means no jobs. So what about those people? It's a lot of jobs that will not exist. So really is SAS the problem if you think that way? Where are we heading as a society? What will we need next?”
On , Roy Mann, Co-Founder & Co-CEO at monday.com, spoke about SaaS disruption during 70% Down, All In on AI — How monday.com is Betting the Company on the Platform Shift | Roy Mann on The AI Revolution Show.
About Roy Mann
Roy Mann, co-founder and co-CEO of monday.com, has described the company as undergoing a fundamental shift in its vision and business model, moving from a platform that helps teams manage work to one that "does the work" through AI agents. In interviews and on the company's Q1 2026 earnings call, Mann stated that the company has rearchitected its core platform around the belief that work should be orchestrated between humans and AI. He noted that the company introduced a new "seats plus credits" pricing structure for new customers, moving to a consumption-based model that he said aligns pricing with the value AI delivers. Mann also said that approximately 10% of net new annual recurring revenue in Q1 was driven by AI, and that AI has driven a 32% increase in output per developer and a 38% reduction in product time to market since 2025. Mann has publicly discussed the challenges facing traditional SaaS companies, referring to a "SaaS apocalypse" and stating that the per-seat model may no longer be viable. He said the company's stock dropped 70% after reaching $1 billion in annual revenue, attributing the decline to investors "overindexing" on uncertainty about which companies will succeed in the AI shift. Mann described the current environment as a "classic innovator's dilemma" and said the company is "betting on change." He also cautioned that people should "think more deeply into their assumptions" about SaaS dying, questioning what would happen to jobs if seats disappear. Mann reported that monday.com's Q1 2026 revenue grew 24% year-over-year to $291 million, with a record $49 million in operating profit.