“Israeli startups are extremely tethered to the US market, and we don’t see a way to build a big company from Israel without relying on the US market”

“A reckoning is coming. We are currently sitting in a public market bubble that inevitably spills into the private markets”

“The correlation between headcount growth and company success is fundamentally broken”

Nvidia secures 29,000 sqm in Yokneam as Israeli build-out accelerates