Monday.com made its AI bet, now investors want their 'pound of flesh'

Monday.com cut 20% of its workforce whilst shifting to AI-driven products and usage-based pricing, raising 2026 margin guidance to 15% despite claiming the layoffs are not cost-cutting or AI replacement. The move reflects investor pressure on SaaS companies to prove profitability in an AI-disrupted market where traditional per-seat licensing is becoming obsolete.

This Wire brief tracks monday.com, and It sits within Fusion42's coverage of Enterprise Software. Wire is Fusion42's founder-focused intelligence feed: each story is connected to the funds and startups it names — every one with a live profile on Raise or Scout — so founders can follow the capital and the momentum behind the headline rather than just the headline itself. Wire analysis is one of the live surfaces Arthur reasons over.