Opinion

20 stories about Opinion
יהודה טאוב שותף כללי בקרן Hetz ventures

The wrong AI race

14.07.26|Judah Taub
Israel will never be the country with the largest number of data centers in the world. It will never have the largest number of chips either. But it can absolutely be the country where the most important AI companies are born.
Ezra Gardner Varana

The public market window is open. It is just less forgiving.

13.07.26|Ezra Gardner
For Israeli CEOs, Nasdaq is a trust-building exercise that begins years before the first trade.
Bar Refaeli Dr. Inbal Gat Dr. Shira Orr

You can't outspend an AI attacker

12.07.26|Ido Geffen
The winners of the AI era won't be the companies that spend the most on AI. They'll be the ones that own and continuously optimize the AI systems they depend on to deliver the best performance at the lowest sustainable cost.
Lior Sitruck

If 85% of executives struggle with decision-making, can AI's token economy change that?

11.07.26|Lior Sitruk
If companies view AI primarily as a tool for automating tasks, much of its economic potential will remain untapped. But as AI becomes embedded in the decision-making process itself, its business impact will become easier to measure.
Tal Cohen

AI is ready to act. Companies are not.

10.07.26|Tal Cohen
As intelligent systems move from pilots into vehicles, factories, and fleets, the bottleneck is no longer the model. It is the operating environment that lets the model earn its authority to act.
Konstantin Jeszenszky

Selling isn't the only way to get pre-exit liquidity

05.07.26|Konstantin Jeszenszky
A recent argument made the case for secondary sales as the answer to pre-IPO liquidity. There is a second tool, more selective, that is largely missing from the conversation, and it applies whether the exit comes as a listing or an acquisition. 
Lotan Grove

The AI conversation we're not having

03.07.26|Lotan Levkowitz
The companies that will define this era of AI are not the ones in the headlines. The edge belongs to the founders and investors willing to look where building is still hard.
Shahaf Galili

AI isn’t creating super-hackers. It’s scaling less-skilled attackers

03.07.26|Shahaf Galili
As automation lowers the barrier to cybercrime, the real defensive test is detecting attacker behavior faster, not chasing the next shiny product.
Lee Ben Gal

The token trap: AI’s new pricing formula and the threat to startup margins

02.07.26|Lee Ben-Gal
For early-stage startups, AI economics is not a financial issue that can be kicked down the road to growth stages, it is the core of product architecture from day one.
Itay Grushka

AI solved coding. Now complexity is the bottleneck

28.06.26|Itay Grushka
In a world where nearly every organization can generate more code, the winners will be those that create more value from it.
Oren Yehiel

You will never own the AI. You can still own what it cannot.

27.06.26|Oran Yehiel
The real AI divide is not rich versus poor. It is the few who own the models and the many who will rent them. 
REvital Kremer

AI is shifting the moat from technology to positioning

24.06.26|Revital Kremer
The AI era is shortening the lifespan of product differentiation and increasing the value of category leadership, market position, and customer perception.
Nadav Cohen

The war already taught us what AI can't do. Now comes the hard part.

23.06.26|Nadav Cohen
Israel does not need to win the race to build the most autonomous weapon. It needs to win the race to understand how to make autonomous systems trustworthy, and to build an ecosystem that turns this understanding into companies.
Ilan Stein

Israel is not losing its growth market. It is reorganizing it.

22.06.26|Ilan Stein
Behind the surge in mega-rounds, Israeli tech is witnessing a broader shift in how startups build, raise capital, and create long-term value.
Yossi Azarzar

The next generation of Israeli unicorns will be built on factory floors, not just in the cloud

21.06.26|Yossi Azarzar
The economic and strategic potential of fusing Israeli engineering and algorithmic expertise with breakthrough physical manufacturing capabilities is immense.
Orr Katznelson

The World Cup warning: Riots don’t start in the streets. They start online

18.06.26|Orr Katznelson
The next riot will not start when the first barrier falls or when the video reaches social media. It will start earlier, in public signals that were available but not yet connected.
Ofir Nir

Don't blame the shekel: Israeli talent is the asset you can't offshore

09.06.26|Ofir Nir
As layoffs ripple through Israeli tech, companies blaming macroeconomics are missing the point. The real asset in this country isn't a currency position. It's a concentration of talent that can't be re-created by chasing a cheaper time zone. 
Lian Swirsky

The next great opportunity for Israeli startups is hidden inside the AI supply chain

08.06.26|Lian Swirsky
The race to build frontier AI models is increasingly concentrated among a handful of giants. The race to remove the bottlenecks holding AI back is far more open.
Hila Ehrenreich

Why Israel cannot afford to miss the Blue Economy revolution

07.06.26|Hila Ehrenreich
The convergence of AI, energy, and offshore infrastructure opens a new strategic opportunity for Israel’s innovation ecosystem.