Israeli vertical AI just crossed a real threshold in H1 2026, from copilots that help people work to systems that run entire industry workflows. But the funding tells a more complicated story: $716M went to just 24 companies, half of it swallowed by three mega-rounds, and several "hot" categories are far more crowded than they look. Here's the full market map, by industry, with every funding round verified.
Open source can create momentum and adoption, but it also introduces a set of risks founders should not underestimate
Founders should stop selling "software" and start selling deep vertical expertise.
I read a bunch of VC AI predictions for 2026 so you don’t have to. This includes predictions by Sequoia, Insight, Bessemer, Greylock, A16Z, Radical Ventures, Theory Ventures, Sapphire Ventures and many others. It’s been 3 years (in November) since…
How to boost user adoption and engagement by shortening the time to WOW
At the recent All In Summit, Eric Schmidt said that the AI revolution is fundamentally under-hyped. We are now poised for significant productivity gains, potentially reaching 3% or 4% growth annually, a rate unseen in decades. But at the same…
“Half the money I spend on advertising is wasted; the trouble is I don’t know which half.” — John Wanamaker AI is transforming the advertising industry like the introduction of a sophisticated robotic manufacturing line into a traditional artisan workshop.…
There’s this Louis CK bit from 2008 that’s been stuck in my head lately. He’s on Conan, talking about how we live in an incredible time but everyone’s miserable. He talks about being on a plane with WiFi, literally flying…
“How did you go bankrupt?” Bill asked.“Two ways,” Mike said. “Gradually, then suddenly” – Ernest Hemingway’s 1926 novel, The Sun Also Rises When ChatGPT was introduced in November 2022, it was mostly treated as a gimmick. Fast forward 3 years and…
Generative AI has gone from an early novelty to an increasingly mature consumer category. The days of quick “ChatGPT wrappers” topping the charts are behind us. To stand out today, consumer-facing founders must combine AI-first thinking with the timeless lessons…
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