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“Your org chart is your problem today”: NFX’s Gigi Levy-Weiss on re-founding companies for AI

AI budgets are tripling, and executives are changing how they measure success

Israel’s next AI giants could come from infrastructure

Why Proofpoint is paying $6.3 billion for Israeli-founded Varonis

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Dan Cahana

1 stories about Dan Cahana

Glenn Solomon, Dan Cahana

Israel’s next AI giants could come from infrastructure

16.10.26|Glenn Solomon, Dan Cahana

"Developers and their agents are driving a new infrastructure wave," write Glenn Solomon and Dan Cahana of Notable Capital. "Companies that run the workloads can capture far more of its value, and Israeli founders are well placed to build them."