monday.com's Agent Meter Is Real but Small, and Owner Cash After Stock Pay Has Been Positive in Only Two of Four Periods
monday.com now discloses $36M of superintelligence ARR, led by credits, but the self-serve funnel added only 182 customers above 10 users, retention slipped to 108%, and owner cash after stock pay was positive in only two of four periods. Call: Hold off, conviction 3 of 5.
