Israel’s 2026 National AI Strategy

Winning Where Excellence Outweighs Scale
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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…

A closer look at 50 Israeli startups to watch in 2026, with AI infrastructure, agentic AI, and cybersecurity leading the cohort.
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