It’s #Firgun time! The original version of this newsletter was published on Linkedin. Subscribe to get the next edition in your inbox. If you’re new here, welcome! So glad you’ve joined 7,900 of us! Firgun (pronounced ‘feer-goon’) is an Israeli…
Winning Where Excellence Outweighs Scale
Building Defensibility at the Narrowest Points of the System
The next great SaaS company may not sell software. It may sell the work.
It’s #Firgun time! The original version of this post was published on Linkedin. Subscribe to get the next edition in your inbox. If you’re new here, welcome! So glad you’ve joined us. Firgun (Hebrew: ??????, pronounced ‘feer-goon’) is an Israeli…
When I started VC Cafe in 2005, the challenge was visibility. Back then, the world didn’t fully appreciate the scale of what was happening in the “Silicon Wadi,” and my goal was simple: put Israeli startups on the global map.…
For more than a decade, the venture capital world revolved almost entirely around software, chasing SaaS efficiency, product-led growth, and asset-light digital scale. But today, the energy in the market is shifting. We are quietly navigating the “SaaS-pocalypse” (see my…
What YC, a16z speedrun and ARK are signalling about the next wave of startups
I’ll be honest: I’ve been deep in the weeds with the new coding tools lately. Claude Code, OpenAI’s Codex, the whole agentic development stack. As someone who evaluates startups for a living, I felt I owed it to founders to…
It’s #Firgun time! The original version of #Firgun was posted on LinkedIn to 7,840+ subscribers. If you’re new here, welcome! So glad you’ve joined us. Firgun (Hebrew: ??????, pronounced ‘feer-goon’) is an Israeli term describing genuine, unselfish joy in someone…
Weekly Firgun Newsletter
Join founders and investors reading the weekly Firgun newsletter by Eze Vidra.