What's Your Number? This is Sparta?
Sep 17, 2025
The podcast dives into Israel's innovative launch of the OFIC-19 surveillance satellite and the bustling IPO market, featuring companies like Klarna and Via. It also explores the complex geopolitical landscape, including tensions from the Abraham Accords and Israel's evolving relationship with India. Additionally, it highlights a decline in first-time investments among Israeli VCs while foreign investments surge. The discussion also touches on potential economic isolation strategies in response to global trade barriers.
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OFIK‑19 Launch And National Pride
- Yonatan described Israel's launch of OFEK-19, a SAR surveillance satellite that can see through clouds.
- He framed Israel as one of a small club of nations with vertically integrated space supply chains.
IPO Surge Signals Broader Tech Strength
- Michal and Yonatan noted a strong IPO week including Via Transportation and Klarna, marking a rare surge in public listings.
- They saw new Israeli‑founded IPOs as a sign Israel's tech reach extends beyond cyber into mobility and other sectors.
Via's Pivot: Operations To Software
- Yonatan explained Via's pivot from operating shared vans to selling high‑value software, reframing it as a software company.
- He framed the IPO as evidence Israel can grow in non‑cyber industrial tech like mobility and ADAS.
