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The man who helped build Palo Alto’s Cortex is leaving the company
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How an Israeli engineer went from Rafael to iPhone Portrait Mode and a $300 million OpenAI exit
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Opinion

20 stories about Opinion
Oren Charnoff

Israel’s consumer advantage is changing

19.09.26|Oren Charnoff
 "A new generation of Israeli founders is combining a data-driven growth playbook with stronger brand, taste and consumer intuition," writes Sticker Ventures co-founder Oren Charnoff. "I think there will be more massive global consumer businesses built by Israeli entrepreneurs over the next ten years than over the last twenty."
Roei Cohen Dwek

Slowing AI isn’t a defense strategy

19.09.26|Roie Cohen Duwek
"Slowing down works only if everyone does it," writes Roie Cohen Duwek, co-founder & CTO at Surf AI. "Any company or country considering restraint has to ask what happens if others continue developing more capable systems. And every other player is making the same calculation."
ליעד אלידן מנכ"ל Milestone

The software engineer’s role is moving beyond code

19.09.26|Liad Elidan
"Code written by AI still needs someone to review it, fix it and maintain it," writes Milestone CEO Liad Elidan. "Engineers now have to decide how much work to hand over and how much they will inherit back."
Dor Sasson

Who pays when an AI agent tries again?

18.09.26|Dor Sasson
"When customers pay for results, an AI agent's extra attempts can eat into the seller's margin," writes Stigg CEO Dor Sasson. "Deciding when to stop also means deciding what service the customer receives."
Israel Duanis

Who watches the watchmen? Sam Altman's pledge is really an identity management problem

18.09.26| Israel Duanis
After Sam Altman announced that OpenAI will adopt the model Anthropic proposed and grant outside overseers "employee-level access" to its development systems, Israel Duanis, CEO of Linx Security, writes that, "the security pledge is only as good as the infrastructure standing behind it."
Roni Fuchs

AI makes vulnerability detection table stakes, fixing is where vendors must compete

17.09.26|Roni Fuchs
"As finding vulnerabilities gets easier," writes Legit Security CEO Roni Fuchs, "buyers will judge security products by how much of the work of fixing them they take off their teams’ hands."
רינת בוכהולץ מייסדת ומנכ"לית Global Team

Did we overestimate how quickly AI would replace workers?

13.09.26|Rinat Buchholz
"The companies that win in the AI era may not be those that use it to replace the greatest number of employees," writes Rinat Buchholz, Founder and CEO of Global Teams. "They may be the ones that first recognize that the scarce resource has changed."  
Shahar Bahiri

AI is going to space, but can it stay there?

13.09.26|Shahar Bahiri
“Sunlight could power AI in orbit, but sunlight cannot deliver propellant or replace a failed processor,” writes Shahar Bahiri, Co-founder & COO at Moonshot Space. “The next opportunity is building the delivery service that keeps those expensive computers working long enough to justify putting them there.”
Tal Niego-Yassur,

The next Shein could start as a small business no one has heard of yet

13.09.26|Tal Niego-Yassur
According to Tal Niego-Yassur, Founder and CEO of ehouse, "The next SHEIN may already exist today as a small online store that no one beyond its customer base has heard of. But the bigger story is that thousands of businesses do not need to become SHEIN to benefit from the same transformation."
Omer Shachar

When product enthusiasm masquerades as market demand

12.09.26|Omer Shachar
“Early-stage startups can mistake enthusiasm, pilot opportunities and positive feedback for validation or proof of a market,” writes Omer Shachar, Managing Partner at Next Gear Ventures and Founding Partner at Drive TLV. “Demand becomes more credible when customers are prepared to change, buy and deploy.”
Yair Snir

When AI meets reality, the real revolution begins

11.09.26|Yair Snir
"The next major opportunity in the evolution of AI is emerging: the use of Physical AI," writes Yair Snir, Managing Director at Dell Technologies Capital. "Applying AI at the physical layer of reality can create profound disruption, improve processes, and address complex challenges that until now have remained unsolved."
Jonathan Langer

AI is making decades of security advice harder to ignore and easier to apply

11.09.26| Jonathan Langer
"Least privilege and zero trust have been goals for years," writes Jonathan Langer, co-founder and CEO of Act Security. "AI is what took away the option of putting them off, and what finally makes them practical to apply without breaking production."
Yehuda Niv

The biggest opportunity is not in AI infrastructure. It's in applications.

05.09.26|Yehuda Niv
The next generation of AI winners may be companies that use the new infrastructure not just to sell software, but to rebuild entire service industries with software-like economics. 
Arick Goomanovsky

More AI agents can mean more work for humans

05.09.26|Arick Goomanovsky
As companies add more autonomous tools, employees are increasingly becoming the ones who move context, coordinate handoffs and keep disconnected AI systems working together. 
יוני היילברון קרן הון סיכון IL

Pax Silica: The new alliances will be built not only on weapons, but on chips, compute and power

04.09.26|Yoni Heilbronn
In the AI era, national power increasingly depends on the ability to design, power, secure and deploy intelligent systems - and Israel can become an indispensable partner.
דב פטמן

When security becomes an investment thesis

04.09.26|Dov Fettman
Why public spending and private capital are converging around defense technology - and what that may mean for the wider innovation economy. 
Adam Fisher Bessemer Venture Partners

If everyone can build everything, what is left to compete on?

26.08.26|Adam Fisher
Adam Fisher explains how AI has collapsed the cost of building more, and the buyer who matters now wants a new org chart, not a point solution. 
משה פרידמן - דעות

From challenge to growth engine: Israel’s Haredi opportunity

25.08.26|Moshe Friedman
With the State of Israel soon heading to elections, Moshe Friedman, Co-Founder at KamaTech, writes about what happens if we shift our perspective from challenges to opportunities.
Dor Lee-Lo

Same funds, different risk: What Israeli and American cap tables reveal about AI shock

22.08.26|Dor Lee-Lo
"Israel does NOT have an early-stage capital problem," writes Dor Lee-Lo, Managing Partner at IBI Tech Fund, "it has a supervision problem."
Yoav Kolodner

What Salesforce taught me that Israeli tech never had to learn

22.08.26|Yoav Kolodner
According to Tribal CEO Yoav Kolodner, the software you sell is a third of what the customer actually runs. The rest is enterprise context, it is where 95% of AI pilots die, and it is the part Israeli founders almost never get to see.
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