Big Funding Does Not Equal Guaranteed Success

Why Startups Should Stay Focused, Even With Millions in the Bank
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Why Startups Should Stay Focused, Even With Millions in the Bank

In a nondescript building in Tel Aviv, engineers are helping design Nvidia’s next-generation Blackwell chips—the same technology that will power tomorrow’s AI revolution. Nearby, Amazon’s Annapurna Labs, an Israeli startup acquired 10 years ago is now dubbed ‘Amazon’s secret sauce…

There are companies we don’t even know, haven’t been started yet, their names aren’t known, might be extraordinarily big winners in the AI thing. AI is a much bigger landscape, opportunity landscape, than all the previous technologies we have known…

The original version of this newsletter was published on Linkedin. For first time readers: the word “Firgun” (pronounced ‘feer-goon’) is an informal modern Hebrew term and concept in Israeli culture (originally Yiddish), which describes genuine, unselfish delight or pride in the…

Many early-stage startups operate in stealth mode—whether to buy time, perfect the product, or avoid tipping off competitors. But the rules of stealth have evolved. Today’s investors expect traction earlier, and complete silence is a competitive disadvantage. A conversation with…

While we’re seeing record investment levels pour into AI companies, investing in AI is not exactly easy. There are many considerations for choosing to invest in a particular company, from ethical to the attractiveness of the market, the team’s technical…

At GDC (the Games Developer Conference) this March in San Francisco, there was a bit of an elephant in the room. All the usual cocktail parties, dinners and events were taking place as normal, but a lot of the discussions…

I’m a fan of ‘requests for startups’ lists as they give a Zeitgeist for what investors are looking for (and think it’s a good opportunity’ in a period in time. This year, I’ve already published two of these lists –…

The original version of this newsletter was published on Linkedin. If you’re new here, the word “Firgun” (pronounced ‘feer-goon’) is an informal modern Hebrew term and concept in Israeli culture (originally Yiddish), which describes genuine, unselfish delight or pride in the…

Mark Zuckerberg predicts that AI will write most of Meta’s code in 12 to 18 moths. Microsoft’s CEO Satya Nadella said that AI is already writing 20%-30% of Microsoft’s code… but it’s not just coding that is getting automated. According…
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