Israel’s $30B AI Sovereignty Bet

The government wants 100,000 GPUs, sovereign AI infrastructure and national strength in Cyber AI, Physical AI and deepfake defense. The opportunity for startups is in the layers Israel can actually win.
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The government wants 100,000 GPUs, sovereign AI infrastructure and national strength in Cyber AI, Physical AI and deepfake defense. The opportunity for startups is in the layers Israel can actually win.

Quote of the week:
If a problem has no solution, it may not be a problem, but a fact - not to be solved, but to be coped with over time.” - Shimon Peres

Why AI Is Rewriting the Build vs. Buy Playbook

AI has made company creation faster than ever. But for VCs, allocating capital has become more complicated, more concentrated and more consequential.

Geopolitics, battle-tested tech, and a $12.3bn VC wave: inside Israel's defense boom.

“The purpose of knowledge is not knowledge itself, but what it leads us to do.” — The Lubavitcher Rebbe

Why the winning 2026 motion is a signal system, not a bigger sales machine.

From Apple, Nvidia and Cisco to Mobileye, Fireblocks and Cyera, the first half of 2026 shows that Israeli tech remains high on the global M&A agenda.

Ownership matters in venture. But in a market where capital is concentrating into fewer companies, access may matter even more.

It’s #Firgun time! The original version of Firgun was published on Linkedin. Subscribe to get the next one in your inbox. Firgun (pronounced ‘feer-goon’) is an Israeli term describing genuine, unselfish joy in someone else’s success… It’s basically the opposite…
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