Weekly Firgun Newsletter – May 15 2026
The latest news on Israeli tech and venture, including a new AI/Cyber fund, a new Israeli Partner (and former founder) joining Andreessen Horowitz to focus on AI infrastructure
Is Anything Fundable Anymore, Apart From Deeptech?
There is a strange mood in venture right now. I was talking to the managing partner of a billion dollar fund, who told me he has yet to make a deal in 2026. He's not alone.
Tiny Episodes, Big Business: The Israeli Startups Betting on Micro-Dramas
The bar for “too early” has moved. Founders do not need perfect metrics, but they do need proof of motion.
Israel’s 2026 National AI Strategy
Winning Where Excellence Outweighs Scale
The Chokepoint Thesis: Moats, Affordance and Diffusion
Building Defensibility at the Narrowest Points of the System
AI-Native Services: The New Startup Playbook
The next great SaaS company may not sell software. It may sell the work.
Requests for Startups: Summer 2026 edition
What YC, a16z speedrun and ARK are signalling about the next wave of startups
