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…
Venture Capital as an asset class is in a tough spot. Based on the Q1 2025 Pitchbook-NVCA Venture Monitor, Venture fundraising in Q1 2025 dropped sharply, with only 87 funds raising $10B, as capital concentrates in top geographies and LPs…
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…
Until recently, the thought of scaling a company to $100 million in revenue meant building a BIG company with lots of employees. Rows of engineers, endless layers of middle managers, a large sales department and org charts that resembled a…
