CTalk
“Mega rounds are making it harder to actually evaluate what's really happening in the market”
10D Partner Alon Kantor discusses whether the Israeli market is really in a new growth cycle and what founders pitching AI-native companies are missing.
Alon Kantor - Summer Cocktail by Fusion VC 2026.
(Video: Orel Cohen)
“Everyone has AI in their deck,” said Kantor, Partner at VC firm 10D. “But the fundamentals of the business plan, it's still the same business plan as before.” Despite AI making it “easier to move fast,” and founders having the ability to do “far more with less resources,” Kantor has noticed a disconnect in how these founders are approaching investors. Even with a plethora of stories about AI-native companies starting, and pitches mentioning their use of AI, Kantor observes that "the decks are the same decks as before.”
Kantor spoke with CTech’s Amy Shapiro during the Summer Cocktail event in Tel Aviv hosted by Fusion VC, which brought together some of the most prominent members of Israel’s venture investor scene.
Turning to whether the Israeli market is experiencing a true new growth cycle, or just funneling capital into a few standout companies, Kantor expressed how “there are mega rounds that cast a shadow over the other ones.” He warned that these massive deals “are making it harder to actually evaluate what's really happening in the market.”
You can watch the full conversation in the video above.
