Israel’s $30B AI Sovereignty Bet
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 win.
Weekly Firgun Newsletter – June 26 2026
Quote of the week: If a problem has no solution, it may not be a problem, but a fact - not to be solved, but to be coped with over time.” - Shimon Peres
Cheap Prototype, Expensive Maintenance
Why AI Is Rewriting the Build vs. Buy Playbook
The Venture Capital Paradox: Why This Market Is So Hard to Read
AI has made company creation faster than ever. But for VCs, allocating capital has become more complicated, more concentrated and more consequential.
Geopolitics Fuels Israel’s $12bn Defense Tech Surge
Geopolitics, battle-tested tech, and a $12.3bn VC wave: inside Israel's defense boom.
Weekly Firgun Newsletter – June 19 2026
“The purpose of knowledge is not knowledge itself, but what it leads us to do.” — The Lubavitcher Rebbe
The Modern GTM Stack for AI-Native Startups
Why the winning 2026 motion is a signal system, not a bigger sales machine.
Israeli Startup M&A in H1 2026: Strategic Buyers Are Back
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.
The Power of Small Tickets: When “Getting In” Matters More Than the Model
Ownership matters in venture. But in a market where capital is concentrating into fewer companies, access may matter even more.
Quantum Computing’s Venture Moment: Is Now the Right Time to Invest?
Why Israel could become one of the important startup hubs in the next computing race
Agentic AI: Picks and Shovels vs. the Gold Itself
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 who survives.