What's Your Number? The Defense Tech Revolution is Here
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📈Our WYNDEX update for today:
WYNDEX is in the red. We covered a two-week period this time (July 28 - August 8th) and the numbers aren’t so nice to look at: WYNDEX shed 4.41%, mainly driven by a 18.31% decline in PANW and a 14.52% decline in CyberArk.
🎯Our Big Shorts for today:
- Israel’s Leviathan natural gas field signs largest export agreement in country’s history - with Egypt
- Israeli AI committee calls for 25B shekel budget over five years, and publishes a critical assessment of the current state of Israeli AI
🔎And our Long Play today is an interview with Lux Capital’s Josh Wolfe, a New York-based investor known for his bets on scientific and technological breakthroughs, all about the boom in defense tech and Israel’s increasing role in the sector
📅 New episodes drop every Wednesday
What’s Your Number? is hosted from Tel Aviv and Silicon Valley by Yonatan Adiri — Israeli entrepreneur and former advisor to President Shimon Peres — and Michal Lev-Ram, Israeli-born Silicon Valley-based tech journalist and contributing editor at Fortune. Together, they unpack the headlines, trends, and data driving Israel’s economy and its future.
⚖️ LEGAL DISCLAIMER
This podcast offers general business and economic information and is not a comprehensive summary for investment decisions. It does not recommend or solicit any investment strategy or security.
🎧 CREDITS:
ILAN BENATAR - Producer
MICHAL LEV-RAM - Editor
ADAAM JAMES LEVIN-AREDDY - Executive Producer
MARTIN HUERGO - Sound Editor
GABE SILVERSTEIN - Research
Theme Music by MIDNIGHT GENERATION