The Web’s Next Customer Isn’t Human

Will AI Agents will far surpass humans in internet activity by the end of this year?
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Will AI Agents will far surpass humans in internet activity by the end of this year?

Amid everything happening, the Israeli tech ecosystem had arguably its most capital-intensive week in history. That deserves to be named and celebrated. Let's get into it.

It is GDC 2026 week in San Francisco, but I skipped the conference this week. I was supposed to be in Israel, but alas the war disrupted my plans. But even without listening to the keynotes from the large studios,…

Last week, Andrej Karpathy, the former head of AI at Tesla, published something that stopped me mid-scroll. His new open-source project, autoresearch, gives a coding agent a single GPU and a 630-line Python training file, then steps aside. The agent…

It’s #Firgun time! The original edition of this newsletter was published on Linkedin. Subscribe to get the next edition in your inbox. In case you’re new here, the word “Firgun” (pronounced ‘feer-goon’) is an informal modern Hebrew term and concept in…

It’s #Firgun time! The original version of this newsletter was published on Linkedin. Subscribe to get the next edition in your inbox. Last week was the first time I ‘missed’ sending the Firgun newsletter (without previously announcing) in the past…

Recently, a few founders in our portfolio have unlocked what can only be described as operational superpowers. In a call with one founder, I recommended he reach out to a certain company about a partnership. His response “I’ll give it…

Mega-seed rounds may grab the headlines, but for founders launching in 2026, the capital-efficient, unpriced round remains the smartest path to Series A.

In the world of venture capital, we often obsess over the “J-Curve”, the initial dip in value before the steep ascent. For the State of Israel, the period since October 7th has been a gruelling, national J-Curve. It was a…

It’s #Firgun time! The original version of this newsletter was published on Linkedin. Subscribe to get the next one delivered to your inbox! In case you’re new here, the word “Firgun” (pronounced ‘feer-goon’) is an informal modern Hebrew term and concept…
Weekly Firgun Newsletter
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