The Rare Earth Renaissance: 2026 Deeptech Allocation
Software may be eating the world, but the physical infrastructure of the 21st century (from generative AI data centers to autonomous defense systems) still runs on rocks.
From Renting Infrastructure to Selling Solutions: Why AI Model Companies Are Moving Up the Stack
Something important is happening in AI, and it is still not talked about enough: the model companies are moving from renting infrastructure to selling solutions.
Decart AI’s $300M Round Is a Positive Signal for Israeli AI
Decart AI is building infrastructure for the next generation of real-time AI systems: software that helps models run faster, cheaper and more efficiently across different chips and cloud environments.
Why Founders Are Embracing Open Source Again
Open source can create momentum and adoption, but it also introduces a set of risks founders should not underestimate
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.
