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Opinion

20 stories about Opinion
יניב סולקס מנהל חטיבת Physical AI ב- Hailo

The next AI revolution will not be decided in the cloud, but at the edge

24.03.26|Yaniv Sulkes
"In the coming decade, competitive advantage will not be determined solely by the quality of the model, but by the ability to operate it in the real world, in real time, and at scale," writes Yaniv Sulkes, Head of the Physical AI Division at Hailo.
Asaf Schreiber

The backlog-to-revenue gap: Why the next defense winners will be built on delivery speed

23.03.26|Asaf Schreiber
"The companies that can iterate at software speed, in the domains that matter most right now, are the ones that will define the next layer of the stack. Israel has already run this playbook once. Defense can be next," writes Asaf Schreiber, an Associate at Viola Ventures.
Guy Dagan

War, AI, and the human factor

17.03.26|Guy Dagan
"Advanced defense systems can detect malware and block technical attacks, but they cannot prevent every psychological manipulation, nor can they always keep pace with rapidly evolving technologies. The first line of defense remains the individual," writes Guy Dagan, a cybersecurity expert in the Cyber Division of the Yael Group.
בראל כפיר שותף בקרן Dell Technologies Capital

Rising cyber threats bring the human factor back center stage

15.03.26|Barrel Kfir
"As threats become more autonomous and complex, the need for solutions that bring order to the chaos and restore control to the organization will grow too," said Barrel Kfir, a Partner at Dell Technologies Capital.
אורן פורת מנכ"ל חטיבת התשתיות קבוצת peax

Between AI, cloud and physical collapse: Building resilience in an unstable world

11.03.26|Oren Porat
"In an era of soaring hardware prices and AI agents becoming the beating heart of the organization, infrastructure is no longer only 'a topic for the technologists', but is becoming a full-blown business compass," writes Oren Porat, CEO of the Infrastructure Division at peax.
Yonni Shelmerdine

From exit nation to enduring platforms - a product perspective on Israel’s next cyber chapter

10.03.26|Yonni Shelmerdine
How does Israel evolve from a market optimized for acquisitions into one capable of repeatedly building large, market-shaping companies that can not just get to $100M but consistently scale beyond that?
Gilad Barash

AI readiness isn’t about models - it’s about maturity

25.02.26|Gilad Barash
Organizations overestimate their AI readiness because they underestimate governance complexity.
Joshua Begner

AI is rewriting the exit playbook for founders

25.02.26|Joshua Begner
For decades, Israeli founders chased Nasdaq. In the AI era, that strategy may no longer be optimal.
Tal Abuloff Alon Cinnamon

Claude Code Security didn’t kill cybersecurity. It exposed what’s coming next.

22.02.26|Alon Cinamon
"Anthropic didn’t kill cybersecurity. They validated that Frontier AI is now a real participant in the security market, at the exact moment when software velocity, data-source sprawl, and attacker automation are all accelerating," writes Alon Cinamon, a Principal at Viola Ventures.
טליה כהן סולל ו דפנה לייפנפלד

Big Tech on the witness stand: Are algorithms responsible for the mental health crisis?

19.02.26|Dr. Talia Cohen-Solel and Dr. Daphna Laifenfeld
The most significant contribution of the ongoing trial may ultimately not be the verdict itself, but the shift in public discourse it has generated.
Renana Ashkenazi, managing partner at Grove Ventures.

Elon Musk just dropped a $1.5 trillion reality check on the AI race

17.02.26|Renana Ashkenazi
"Musk is assembling the railroad, the network and the factories of the AI economy in one stack. If you care about AI strategy, this is a reality check on the physical limits of the AI race, and who ends up owning the infrastructure those limits depend on," writes Renana Ashkenazi, managing partner at Grove Ventures.
Yaniv Jacobi

I skipped the SaaS funeral, you should too

12.02.26|Yaniv Jacobi
"In the short term, uncertainty is pushing multiples down. But in the longer term, as the “build-it-yourself” myth fades and pricing shifts from seat-based to value-based, valuations will move back in line with the real demand behind SaaS products. That’s why SaaS isn’t going anywhere," writes Yaniv Jacobi, Co-Founder and Managing Partner at Horizon Capital.
Stav Cohen Michael Vilensky

The human hardware: Understanding OpenClaw and the agentic economy

12.02.26|Stav Cohen, Michael Vilensky
OpenClaw lets you build a deeply personal assistant, shaped around your needs, habits, and workflows. But that power comes with real risk.
נילי גולדברג יזמת טק סופרת

Why Israeli SaaS must unite or die

09.02.26|Nili Goldberg
"The 2026 resolution for Israeli SaaS leaders shouldn't be 'add more AI features.' It should be having the courage to transform business models around AI-native value creation through coalitions, even when uncomfortable," writes Nili Goldberg.
וול סטריט ירידות נפילות מפולת

“SaaSmargeddon” is here: AI threatens the core of Software-as-a-Service

05.02.26|Avihai Michaeli
AI is rewriting the rules of SaaS, forcing companies to rethink pricing, moats, and data lock-ins.
קובי ניסן מייסד-שותף ומנכ״ל ב-MineOS

The Trojan horse is already in the office: Blocked ChatGPT? Your real problem is Zoom and Gmail

03.02.26|Kobi Nissan
"Instead of playing a cat-and-mouse game with employees, organizations need tools that can map not only which applications are installed, but which AI features are actually in use, what data they process, and under what permissions," writes Kobi Nissan, CEO of MineOS.
מולטבוק Moltbook רשת חברתית לסוכני AI

When the user is no longer human: The bot social network is the internet’s watershed moment

02.02.26|Yaniv Golan
The Moltbook phenomenon marks the transition from Generative AI to Agentic AI, and Israel’s opportunity is to become the responsible adult, in both infrastructure and governance. 
Richard Norman

When the VC narrative moves on, what happens to Israeli tech?

01.02.26|Richard Norman
"A mature tech ecosystem makes room for multiple capital models to coexist: venture capital at the frontier, and other forms of disciplined capital that can capture the value left behind by fast-moving trends," writes Richard Norman, Managing Partner at SLS Partners.
Eilon Reshef

The new partner in the boardroom: How AI is redefining growth strategy

29.01.26|Eilon Reshef
"The future of the sales world does not belong solely to machines, nor to humans operating by old methods. It belongs to those who know how to harness AI as a strategic partner that empowers human capability," writes Eilon Reshef, co-founder and CPO at Gong.
Chen Shmilo 8200

The digital frontline: Safeguarding Holocaust memory in the age of AI

27.01.26|Chen Shmilo
"To defend the past, we must master the technology of the future. We cannot wait for tech companies to self-regulate; we must initiate proactive interventions following a "Human Rights by Design" framework," writes Chen Shmilo, former CEO of the 8200 Alumni Association and Co-Founder of Hack the Hate.
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