Remagine Ventures

Venture Capital in the age of Consensus

October 21, 2026

Venture capital is concentrating around a handful of firms and companies, while established norms around partnership come under pressure. Yet smaller teams can accomplish more with less, creating oppo...

Read more: https://www.vccafe.com/venture-capital-in-the-age-of-consensus/

Who pays for the AI boom?

October 20, 2026

AI can transform the economy while disappointing investors. Anthropic’s anticipated IPO, neocloud debt and circular financing expose the tension between technological progress and financial returns, w...

Read more: https://www.vccafe.com/the-ai-boom-is-testing-the-economics-of-venture-capital/

The rise of the inference economy

October 19, 2026

A growing group of AI companies is building substantial businesses by running models efficiently. From Fireworks and Modal to model developers expanding into inference, the opportunity is to turn incr...

Read more: https://www.vccafe.com/the-rise-of-the-inference-economy/

Weekly Firgun Newsletter – October 16 2026

October 16, 2026

This week’s #FIRGUN celebrates Varonis’s $6.3 billion acquisition agreement, reported Amazon–Decart talks and fresh Israeli startup funding, alongside flying cars, new AI models and the latest Q3 vent...

Read more: https://www.vccafe.com/weekly-firgun-newsletter-october-16-2026/

The neocloud boom and the race to outlive the GPUs

October 14, 2026

Neoclouds are becoming a critical part of AI infrastructure, but can their businesses outlast their GPUs? From rented data-centre space to managed inference, we explore the financing, hardware economi...

Read more: https://www.vccafe.com/the-neocloud-boom-and-the-race-to-outlive-the-gpus/

The AI opportunity hiding between capability and adoption

October 13, 2026

AI capabilities are advancing faster than businesses can adopt them. For startups, the opportunity lies in turning that potential into dependable products, repeatable workflows and measurable results....

Read more: https://www.vccafe.com/the-ai-opportunity-hiding-between-capability-and-adoption/

Weekly Firgun Newsletter – October 9th 2026

October 9, 2026

Three years after October 7, this week’s #FIRGUN celebrates the people building forward - a lot has changed, but we should also appreciate what changed for the better

Read more: https://www.vccafe.com/weekly-firgun-newsletter-october-9th-2026/

How Israeli tech changed since October 7

October 8, 2026

Three years after October 7, Israeli tech is raising more and exporting more, and defence tech is fast becoming a category of its own. The drive that sent Israelis home to serve is now shaping the com...

Read more: https://www.vccafe.com/how-israeli-tech-changed-since-october-7/

Building Brakes for Rogue AI

October 5, 2026

AI agents hacked government portals, broke into Hugging Face and tried to cover their tracks this year. A VC's guide to the startups building the brakes for rogue AI, why Israel's Irregular sits at th...

Read more: https://www.vccafe.com/building-brakes-for-rogue-ai/

Weekly Firgun Newsletter – October 2 2026

October 4, 2026

Courage at 30,000 feet, $13.2B raised by Israeli startups in nine months, and a week of agent security rounds, a 10-month exit to Nebius, and a new defence-tech fund.

Read more: https://www.vccafe.com/weekly-firgun-newsletter-october-2-2026/

What it takes to raise a pre-seed, seed and Series A in 2026

October 1, 2026

Capital is concentrating in fewer deals. Higher valuations tell us what successful fundraises look like, but founders also need to understand the evidence, dilution and runway required to get there.

Read more: https://www.vccafe.com/what-it-takes-to-raise-a-pre-seed-seed-and-series-a-in-2026/

Your customers don’t care which AI model you use

September 28, 2026

Choosing the right AI model matters. But when competitors can access the same technology, a repeatable way to reach customers and earn their trust can become the more durable advantage.

Read more: https://www.vccafe.com/your-customers-dont-care-which-ai-model-you-use/

Weekly Firgun Newsletter – September 24 2026

September 25, 2026

This week’s #FIRGUN celebrates Israeli tech funding, new venture and secondary funds, and a new route for private capital into defence technology, alongside a packed week of global AI releases.

Read more: https://www.vccafe.com/weekly-firgun-newsletter-september-24-2026/

AI neo-labs have raised $11.6 billion. What have they shipped?

September 23, 2026

A new generation of frontier AI labs has raised approximately $11.6 billion across ten mega-rounds. Some have released usable models, products and APIs. Others remain bets on elite teams and unproven ...

Read more: https://www.vccafe.com/ai-neo-labs-have-raised-11-6-billion-what-have-they-shipped/

Jev and the missing decision layer for AI

September 22, 2026

Jev does not generate text. It turns unstructured state into typed, probabilistic decisions in milliseconds and at a fraction of the cost of frontier LLMs. Here is why TypeSafe’s first “System One” mo...

Read more: https://www.vccafe.com/jev-and-the-missing-decision-layer-for-ai/

Weekly Firgun Newsletter – September 18 2026

September 18, 2026

This week's Firgun roundup: Buildots becomes Israel's newest unicorn with a $130M raise, Remagine portfolio company Keewano emerges from stealth with $12M for KeewanoDB, and OpenAI's acquisition of GL...

Read more: https://www.vccafe.com/weekly-firgun-newsletter-september-18-2026/

Your AI infrastructure provider wants your customers

September 17, 2026

The model providers powering AI startups are increasingly competing for their customers. From Claude for Financial Services to ChatGPT for small businesses, the move into applications is testing the d...

Read more: https://www.vccafe.com/your-ai-infrastructure-provider-wants-your-customers/

Who Keeps AI Safe When Everyone Has an Incentive to Go Faster?

September 15, 2026

Making AI more capable does not automatically make it more trustworthy. As investment and geopolitical competition accelerate development, can safety keep pace? From alignment challenges to proposals ...

Read more: https://www.vccafe.com/who-keeps-ai-safe-when-everyone-has-an-incentive-to-go-faster/

Weekly Firgun Newsletter – September 11 2026

September 11, 2026

A Rosh Hashanah edition of #FIRGUN celebrating Israeli startup funding and exits, alongside new AI models, mega-rounds and major acquisitions around the world. We also mark 25 years since September 11...

Read more: https://www.vccafe.com/weekly-firgun-newsletter-september-11-2026/

AI Assistants want to own the work we delegate

September 8, 2026

AI assistants are competing to manage our inboxes, coordinate our teams and complete work on our behalf. From Instinct and Town to OpenClaw and Israel’s NanoClaw, the race raises a critical question: ...

Read more: https://www.vccafe.com/ai-assistants-want-to-own-the-work-we-delegate/

Stripe’s $8 Billion OpenRouter Bet: Who Owns the Economics of AI?

September 7, 2026

Stripe’s roughly $8 billion agreement to acquire OpenRouter connects model routing with billing and payments. Its shareholder letter reveals a broader ambition to serve an economy of AI agents, with i...

Read more: https://www.vccafe.com/stripes-8-billion-openrouter-bet-who-owns-the-economics-of-ai/

Weekly Firgun Newsletter – September 4 2026

September 4, 2026

Israeli startups announced more than $1.4 billion in funding this week, led by Wonderful, Upwind, HiBob and Lyte. The latest #FIRGUN also covers major exits, a new $250 million Israeli fund and the bi...

Read more: https://www.vccafe.com/weekly-firgun-newsletter-september-4-2026/

Wonderful’s $5B Bet to Own the Enterprise AI Layer

September 3, 2026

Wonderful’s $5 billion valuation is not simply a bet on AI agents. It is a bet that the company can turn its deployment advantage into the independent operational layer that makes enterprise AI govern...

Read more: https://www.vccafe.com/wonderfuls-5b-bet-to-own-the-enterprise-ai-layer/

Why Israeli Unicorns Are Built in America

September 2, 2026

Israel is exceptionally good at producing founders and technology, but America remains the dominant platform for turning startups into global companies. With 70% of Israeli-founded unicorns built in t...

Read more: https://www.vccafe.com/why-israeli-unicorns-are-built-in-america/

The Right Model for the Job

September 1, 2026

Not every AI task needs the largest or most expensive model. Model routing promises to match each request with the right model based on accuracy, cost, speed and privacy, but it also introduces a new ...

Read more: https://www.vccafe.com/the-right-model-for-the-job/

Weekly Firgun Newsletter – August 28 2026

August 28, 2026

Alice raised $140 million as AI security emerged as this week’s central theme, while Israeli companies pursued acquisitions across payments, agritech and cybersecurity. Globally, Nvidia’s reported $12...

Read more: https://www.vccafe.com/weekly-firgun-newsletter-august-28-2026/

The Israeli Startup’s US Playbook

August 26, 2026

For Israeli startups, entering the US is not simply about opening an office. It requires a focused commercial beachhead, sustained founder involvement, the right first US hire and a repeatable land-an...

Read more: https://www.vccafe.com/the-israeli-startups-us-playbook/

AI Is Making Israeli EdTech Investable Again, and Experienced Founders Are Beginning to Notice

August 25, 2026

After years of limited venture activity, Israeli EdTech may be entering a new chapter. The founders of Moovit and Outbrain are joining a growing group of entrepreneurs using AI to reimagine tutoring, ...

Read more: https://www.vccafe.com/ai-is-making-israeli-edtech-investable-again-and-experienced-founders-are-beginning-to-notice/

Weekly Firgun Newsletter – August 21 2026

August 21, 2026

Israeli tech funding remained quiet, but exits heated up with more than $670 million in announced acquisitions. Globally, capital continued to pour into AI infrastructure, chips, video and physical AI...

Read more: https://www.vccafe.com/weekly-firgun-newsletter-august-21-2026/

The Data Centre Is Escaping the Building

August 20, 2026

AI may live in the cloud, but the cloud is running out of places to live. As power, water, land and regulation constrain traditional data centres, compute is moving into containers, converted warehous...

Read more: https://www.vccafe.com/the-data-centre-is-escaping-the-building/

The AI Didn’t Go Rogue. It Followed the Goal.

August 19, 2026

When an autonomous agent escaped a cyber test and broke into Hugging Face, it exposed a security model built for humans, not machines

Read more: https://www.vccafe.com/the-ai-didnt-go-rogue-it-followed-the-goal/

AI Musical Chairs

August 18, 2026

Frontier AI labs are raising billions on the strength of elite teams, expensive compute and the promise of AGI, often before proving product-market fit or revenue. As founders and researchers move rap...

Read more: https://www.vccafe.com/ai-musical-chairs/

Your next cyber threat may apply for a job

August 17, 2026

What ANY.RUN’s investigation into North Korean IT workers teaches founders about hiring, access and trust

Read more: https://www.vccafe.com/your-next-cyber-threat-may-apply-for-a-job/

AI Watermarks and the Trust Layer

August 16, 2026

AI watermarking is becoming a trust layer for the synthetic web. As regulation pushes providers toward machine-readable provenance, leading AI companies are combining invisible signals, visible labels...

Read more: https://www.vccafe.com/ai-watermarks-and-the-trust-layer/

Weekly FIRGUN Newsletter – August 14 2026

August 14, 2026

Rumours are more than just gossip in tech. When you hear that Anthropic may acquire Decart for $6 billion, or that Wonderful is looking to raise $500 million at a $5 billion valuation, it signals wher...

Read more: https://www.vccafe.com/weekly-firgun-newsletter-august-14-2026/

Why Anthropic May Want to Acquire Israel’s Decart

August 13, 2026

Anthropic is reportedly considering a $6 billion acquisition of Israeli AI startup Decart. Beyond its eye-catching video models, Decart’s real value may lie in technology that makes AI inference faste...

Read more: https://www.vccafe.com/why-anthropic-may-want-to-acquire-israels-decart/

The $9 Billion Bet on Forward Deployed Engineers

August 12, 2026

The SaaS playbook was built to keep engineers away from customers. AI is reversing that logic. As AWS, Microsoft, OpenAI and Anthropic invest billions in forward deployed engineering, founders and VCs...

Read more: https://www.vccafe.com/the-9-billion-bet-on-forward-deployed-engineers/

Weekly Firgun Newsletter – August 7 2026

August 7, 2026

Read more: https://www.vccafe.com/weekly-firgun-newsletter-august-7-2026/

Israeli Defence Tech on the Rise

July 31, 2026

Defence-tech investment is reaching record levels, and Israel is emerging as a major centre of innovation. A visit to Los Angeles—now a hub for companies such as SpaceX and Anduril—highlighted the pot...

Read more: https://www.vccafe.com/israeli-defence-tech-on-the-rise/

Weekly FIRGUN Newsletter – July 31 2026

July 31, 2026

Read more: https://www.vccafe.com/weekly-firgun-newsletter-july-31-2026/

The Next AI Opportunities Are the Problems AI Created

July 27, 2026

AI is making code, content, intelligence and product creation abundant. But every new abundance produces a new scarcity: understanding, trust, reliability, distribution and control. In other words, wh...

Read more: https://www.vccafe.com/the-next-ai-opportunities-are-the-problems-ai-created/

Weekly Firgun Newsletter – July 24 2026

July 24, 2026

Israeli tech showed its enduring strength in cybersecurity, with three startups emerging from stealth after raising a combined $340 million. But the same week brought another painful wave of layoffs, ...

Read more: https://www.vccafe.com/weekly-firgun-newsletter-july-24-2026/

Vertical AI Market Map 2026: Israeli Startups and Funding Rounds

July 23, 2026

Israeli vertical AI just crossed a real threshold in H1 2026, from copilots that help people work to systems that run entire industry workflows. But the funding tells a more complicated story: $716M w...

Read more: https://www.vccafe.com/vertical-ai-market-map-2026-israeli-startups-and-funding-rounds/

Requests for Startups: Fall 2026 Edition

July 21, 2026

Investors spent H1 2026 heavily on agents, cyber, enterprise AI and defence. This data-backed Fall 2026 wishlist looks beyond crowded categories to ten problems founders should solve next

Read more: https://www.vccafe.com/requests-for-startups-fall-2026-edition/

Weekly Firgun Newsletter – July 17 2026

July 17, 2026

I spent just over 48 hours in Israel this week and left feeling optimistic. Away from the headlines, founders are building, investors are backing them, and Bank of America this week ranked Israel amon...

Read more: https://www.vccafe.com/weekly-firgun-newsletter-july-17-2026/

Tokenmaxxing Was the Wrong Metric

July 16, 2026

Silicon Valley treated rising token consumption as proof of AI adoption. But tokens are an input cost, not a measure of value. As companies turn to cheaper Chinese models and Mira Murati launches Inkl...

Read more: https://www.vccafe.com/tokenmaxxing-was-the-wrong-metric/

The AI Shovel Paradox: Why Israel’s AI Future Lies in Software and Silicon, Not Server Farms

July 15, 2026

Israel won’t win the AI race by building the biggest data centres. New research from Bank of America shows why the country’s long-term advantage lies in talent, silicon and software, not physical infr...

Read more: https://www.vccafe.com/the-ai-shovel-paradox-why-israels-ai-future-lies-in-software-and-silicon-not-server-farms/

Weekly Firgun Newsletter – July 10 2026

July 10, 2026

Did you know that H1 2026 produced more Israeli unicorns than any other FULL year before? Also, what are the 5 areas most attractive for AI infrastructure according to Bessemer? and what is the hottes...

Read more: https://www.vccafe.com/weekly-firgun-newsletter-july-10-2026/

The Task Economy: Why AI’s Next Big Market May Be Human Work, Not Tokens

July 8, 2026

The first wave of AI was measured in tokens. The next wave may be measured in tasks: expert judgment, workflow completion, labelled data, compliance, payouts and human-in-the-loop quality control. For...

Read more: https://www.vccafe.com/the-task-economy-why-ais-next-big-market-may-be-human-work-not-tokens/

Every Founder Eventually Looks for the Exit Sign

July 7, 2026

For venture-backed startups, the path usually ends in one of three ways: IPO, acquisition or shutdown. But most acquisitions are not simple “success stories” or “failures.” They are a mix of timing, s...

Read more: https://www.vccafe.com/every-founder-eventually-looks-for-the-exit-sign/

Weekly FIRGUN Newsletter – July 3 2026

July 3, 2026

Global venture funding hit a record $510 billion in H1, and Israeli startups raised $8.4 billion in this period. Don't miss this Special 4th of July edition!

Read more: https://www.vccafe.com/weekly-firgun-newsletter-july-3-2026/

What Israel Can Learn From Asia’s Innovation Playbook

July 1, 2026

Japan, Korea, Taiwan and Singapore show that the next phase of innovation is not just about producing startups. It is about turning startups, talent, infrastructure and national strategy into durable ...

Read more: https://www.vccafe.com/what-israel-can-learn-from-asias-innovation-playbook/

What Israeli Founders Need to Know About Raising in H2 2026

June 30, 2026

The honest state of early-stage funding: Data-driven signals from 128 tracked rounds in H1 2026

Read more: https://www.vccafe.com/what-israeli-founders-need-to-know-about-raising-in-h2-2026/

What Israeli Pre-Seed Founders Need to Know About Raising in H2 2026

June 30, 2026

The honest state of early-stage funding: Data-driven signals from 128 tracked rounds in H1 2026

Read more: https://www.vccafe.com/what-israeli-pre-seed-founders-need-to-know-about-raising-in-h2-2026/

Diligence Before Data

June 29, 2026

What pre-seed investors look for when there are no metrics yet

Read more: https://www.vccafe.com/diligence-before-data/

Israel’s $30B AI Sovereignty Bet

June 28, 2026

The government wants 100,000 GPUs, sovereign AI infrastructure and national strength in Cyber AI, Physical AI and deepfake defense. The opportunity for startups is in the layers Israel can actually wi...

Read more: https://www.vccafe.com/israels-30b-ai-sovereignty-bet/

Weekly Firgun Newsletter – June 26 2026

June 26, 2026

Read more: https://www.vccafe.com/weekly-firgun-newsletter-june-26-2026/

Cheap Prototype, Expensive Maintenance

June 25, 2026

Why AI Is Rewriting the Build vs. Buy Playbook

Read more: https://www.vccafe.com/cheap-prototype-expensive-maintenance/

The Venture Capital Paradox: Why This Market Is So Hard to Read

June 24, 2026

AI has made company creation faster than ever. But for VCs, allocating capital has become more complicated, more concentrated and more consequential.

Read more: https://www.vccafe.com/the-venture-capital-paradox-why-this-market-is-so-hard-to-read/

Geopolitics Fuels Israel’s $12bn Defense Tech Surge

June 22, 2026

Geopolitics, battle-tested tech, and a $12.3bn VC wave: inside Israel's defense boom.

Read more: https://www.vccafe.com/geopolitics-fuels-israels-12bn-defense-tech-surge/

Weekly Firgun Newsletter – June 19 2026

June 19, 2026

“The purpose of knowledge is not knowledge itself, but what it leads us to do.” — The Lubavitcher Rebbe

Read more: https://www.vccafe.com/weekly-firgun-newsletter-june-19-2026/

The Modern GTM Stack for AI-Native Startups

June 18, 2026

Why the winning 2026 motion is a signal system, not a bigger sales machine.

Read more: https://www.vccafe.com/the-modern-gtm-stack-for-ai-native-startups/

Israeli Startup M&A in H1 2026: Strategic Buyers Are Back

June 17, 2026

From Apple, Nvidia and Cisco to Mobileye, Fireblocks and Cyera, the first half of 2026 shows that Israeli tech remains high on the global M&A agenda.

Read more: https://www.vccafe.com/israeli-startup-ma-in-h1-2026-strategic-buyers-are-back/

The Power of Small Tickets: When “Getting In” Matters More Than the Model

June 16, 2026

Ownership matters in venture. But in a market where capital is concentrating into fewer companies, access may matter even more.

Read more: https://www.vccafe.com/the-power-of-small-tickets-when-getting-in-matters-more-than-the-model/

Weekly Firgun Newsletter – June 12 2026

June 12, 2026

It’s #Firgun time! The original version of Firgun was published on Linkedin. Subscribe to get the next one in your inbox. Firgun (pronounced ‘feer-goon’) is an Israeli term describin...

Read more: https://www.vccafe.com/weekly-firgun-newsletter-june-12-2026/

Quantum Computing’s Venture Moment: Is Now the Right Time to Invest?

June 9, 2026

Why Israel could become one of the important startup hubs in the next computing race

Read more: https://www.vccafe.com/quantum-computings-venture-moment-is-now-the-right-time-to-invest/

Agentic AI: Picks and Shovels vs. the Gold Itself

June 8, 2026

Agentic AI is really two very different bets: infrastructure and vertical applications. A Remagine Ventures take on where the value sits, and why token costs, non-determinism, and security will decide...

Read more: https://www.vccafe.com/agentic-ai-picks-and-shovels-vs-the-gold-itself/

Israel’s Space-Tech Moment: From Beresheet to Space-Based AI

June 7, 2026

Space is no longer just about rockets. It is becoming infrastructure for AI, defence, climate intelligence, communications, mining, science and the next generation of computing. Israel has a real shot...

Read more: https://www.vccafe.com/israels-space-tech-moment-from-beresheet-to-space-based-ai/

Weekly Firgun Newsletter – June 5 2026

June 5, 2026

It was a week of contradictions: Israeli startups raised over a billion this week and created $2.5B in exits alone, but over 60% of tech companies announced layoffs in recent months.

Read more: https://www.vccafe.com/weekly-firgun-newsletter-june-5-2026/

Consumer AI Is Back. Retention Will Decide Who Wins.

June 4, 2026

The 2026 playbook for AI-native gaming, entertainment, commerce and consumer startups

Read more: https://www.vccafe.com/consumer-ai-is-back-retention-will-decide-who-wins/

Capital Is Concentrating: What 13 Israeli $100M+ Rounds Tell Us About the 2026 Market

June 3, 2026

The Israeli venture market is not back to 2021. It is something more selective, more concentrated, and more strategically important

Read more: https://www.vccafe.com/capital-is-concentrating-what-13-israeli-100m-rounds-tell-us-about-the-2026-market/

Israeli High-Tech 2026: Stronger, Bigger and More Vulnerable Than It Looks

June 1, 2026

The Israel Innovation Authority’s 2026 report shows a sector that has returned to growth, delivered record exits and cemented its role as Israel’s economic engine. But underneath the headline numbers,...

Read more: https://www.vccafe.com/israeli-high-tech-2026-stronger-bigger-and-more-vulnerable-than-it-looks/

Weekly Firgun Newsletter – May 29 2026

May 29, 2026

Read more: https://www.vccafe.com/weekly-firgun-newsletter-may-29-2026/

The Layoff Wave Reaches Israeli Tech

May 28, 2026

A strong shekel, AI disruption and the end of the 2021 org chart are forcing a reset, but Israeli tech has been here before

Read more: https://www.vccafe.com/the-layoff-wave-reaches-israeli-tech/

The Bar Has Moved: Venture’s New Software Dichotomy

May 27, 2026

AI coding tools are making software faster and cheaper to build. That does not make software startups easier to fund.

Read more: https://www.vccafe.com/the-bar-has-moved-ventures-new-software-dichotomy/

AI Agents Are Coming for Workflows

May 26, 2026

Agents are moving from demos into SMBs and enterprises, but many of the startups building them may be more vulnerable than they look.

Read more: https://www.vccafe.com/ai-agents-are-coming-for-workflows/

The Weekly FIRGUN Newsletter – May 22 2026

May 22, 2026

A 5 month old cyber AI startup acquired for $50M, mega round for Decart at $4 billion valuation and big news from the wider tech world.

Read more: https://www.vccafe.com/the-weekly-firgun-newsletter-may-22-2026/

The Rare Earth Renaissance: 2026 Deeptech Allocation

May 21, 2026

Software may be eating the world, but the physical infrastructure of the 21st century (from generative AI data centers to autonomous defense systems) still runs on rocks.

Read more: https://www.vccafe.com/the-rare-earth-renaissance-2026-deeptech-allocation/

From Renting Infrastructure to Selling Solutions: Why AI Model Companies Are Moving Up the Stack

May 20, 2026

Something important is happening in AI, and it is still not talked about enough: the model companies are moving from renting infrastructure to selling solutions.

Read more: https://www.vccafe.com/from-renting-infrastructure-to-selling-solutions-why-ai-model-companies-are-moving-up-the-stack/

Decart AI’s $300M Round Is a Positive Signal for Israeli AI

May 18, 2026

Decart AI is building infrastructure for the next generation of real-time AI systems: software that helps models run faster, cheaper and more efficiently across different chips and cloud environments....

Read more: https://www.vccafe.com/decart-ais-300m-round-is-a-positive-signal-for-israeli-ai/

Why Founders Are Embracing Open Source Again

May 17, 2026

Open source can create momentum and adoption, but it also introduces a set of risks founders should not underestimate

Read more: https://www.vccafe.com/why-founders-are-embracing-open-source-again/

Weekly Firgun Newsletter – May 15 2026

May 15, 2026

The latest news on Israeli tech and venture, including a new AI/Cyber fund, a new Israeli Partner (and former founder) joining Andreessen Horowitz to focus on AI infrastructure

Read more: https://www.vccafe.com/weekly-firgun-newsletter-may-15-2026/

Is Anything Fundable Anymore, Apart From Deeptech?

May 14, 2026

There is a strange mood in venture right now. I was talking to the managing partner of a billion dollar fund, who told me he has yet to make a deal in 2026. He's not alone.

Read more: https://www.vccafe.com/is-anything-fundable-anymore-apart-from-deeptech/

Tiny Episodes, Big Business: The Israeli Startups Betting on Micro-Dramas

May 12, 2026

The bar for “too early” has moved. Founders do not need perfect metrics, but they do need proof of motion.

Read more: https://www.vccafe.com/tiny-episodes-big-business-the-israeli-startups-betting-on-micro-dramas/

Tiny Episodes, Big Business: The Israeli Startups Betting on Micro-Dramas

May 12, 2026

The bar for “too early” has moved. Founders do not need perfect metrics, but they do need proof of motion.

Read more: https://www.vccafe.com/2026/05/12/tiny-episodes-big-business-the-israeli-startups-betting-on-micro-dramas/

Weekly Firgun Newsletter – May 8 2026

May 8, 2026

It’s #Firgun time! The original version of this newsletter was published on Linkedin. Subscribe to get the next edition in your inbox. If you’re new here, welcome! So glad you’ve joi...

Read more: https://www.vccafe.com/2026/05/08/weekly-firgun-newsletter-may-8-2026/

Weekly Firgun Newsletter – May 8 2026

May 8, 2026

It’s #Firgun time! The original version of this newsletter was published on Linkedin. Subscribe to get the next edition in your inbox. If you’re new here, welcome! So glad you’ve joi...

Read more: https://www.vccafe.com/weekly-firgun-newsletter-may-8-2026/

Israel’s 2026 National AI Strategy

May 7, 2026

Winning Where Excellence Outweighs Scale

Read more: https://www.vccafe.com/2026/05/07/israels-ai-2026-strategy/

Why Open Source AI From China Is Eating Silicon Valley’s Lunch

November 26, 2025

Why an estimated 80% of US Startups are now running on cost-effective Chinese open-weight models like DeepSeek, Qwen, and Wan

Read more: https://www.vccafe.com/2025/11/26/why-open-source-ai-from-china-is-eating-silicon-valleys-lunch/

AI makes the old venture playbook obsolete

November 23, 2025

At the recent All In Summit, Eric Schmidt said that the AI revolution is fundamentally under-hyped. We are…

Read more: https://www.vccafe.com/2025/11/23/ai-makes-the-old-venture-playbook-obsolete/

Weekly Firgun Newsletter – November 21 2025

November 21, 2025

It’s #Firgun time! The original version of this newsletter was published on Linkedin. Subscribe to get the next…

Read more: https://www.vccafe.com/2025/11/21/weekly-firgun-newsletter-november-21-2025/

It’s time to build: Capital is Aggressively Chasing Quality in Israeli Tech

November 17, 2025

I’ve been seeing a significant surge in funding for Israeli startups, often raised in stealth mode. It feels…

Read more: https://www.vccafe.com/2025/11/17/its-time-to-build-capital-is-aggressively-chasing-quality-in-israeli-tech/

Weekly Firgun Newsletter

October 16, 2025

Everything that happened in our ecosystem during the past week.

Read more: https://www.vccafe.com/2025/10/17/weekly-firgun-newsletter-october-17-2025/

Why DTC Startups Are Investing in the New Era of Brick-and-Mortar Retail

October 15, 2025

Physical stores are becoming a vital part of digital brand exerpiences

Read more: https://www.vccafe.com/2025/10/16/why-dtc-startups-are-investing-in-the-new-era-of-brick-and-mortar-retail/

The AI Bubble is Real (And So is the Opportunity)

October 5, 2025

Every experiment gets funded, every company gets funded — the good ideas and the bad ideas — and investors have a hard time, in the middle of this excitement, distinguishing between the good ideas and the bad ideas. But it doesn’t mean that anything that’s happening isn’t real. AI is real, it is going to change every industry.

Read more: https://www.vccafe.com/2025/10/06/the-ai-bubble-is-real-and-so-is-the-opportunity/