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 economics and software ambitions shaping the category, including Nebius’s connection to Israel.
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.
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
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 companies they build. Here's what changed, why I'm bullish on Israeli founders, and why the recovery is still uneven at the earliest stages.
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 the centre of the story, and why self-improving agents make the problem harder.
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.
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.
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.
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.
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 research theses. Here is what each neo-lab has actually shipped.
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” model could become a new decision layer for AI agents, automation and data analysis.
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 GLASS Imaging shows model providers are now shopping for hardware, not just talent.
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