Michael Eisenberg

Michael Eisenberg, co-founder and GP at Aleph, dives into the rapid depreciation of foundation models in AI, suggesting they may be the worst investment ever. He challenges the notion that private equity will save the M&A market and discusses the potential IPO landscape. Eisenberg raises alarms about Lina Kahn's threat to capitalism and explores the competitive dynamics between the US and China in AI. He also reflects on lessons from the dotcom era, emphasizing the need for startups to adapt in an evolving tech landscape.

Join venture capital legends Bill Gurley and Michael Eisenberg as they dissect the current market landscape and its eerie similarities to the dot-com bubble. Bill shares insights on price discipline and how it shapes investor relationships, while Michael delves into navigating today's capital deployment challenges. They explore the dynamic between public and private valuations and reflect on significant investing lessons from their extensive careers. Their engaging conversation is packed with wisdom on what it really means to invest wisely in turbulent times.

Michael Eisenberg, co-founder of Aleph—an Israeli venture fund behind several unicorns—and Adi Levanon, founder of Selah Ventures, discuss resilience amid conflict in Israel. They share insights on the emotional toll and community solidarity during the ongoing crisis. The guests explore how Israeli companies adapt to challenges with 25% of their workforce in the armed forces and the global response to the situation. The conversation highlights the innovative spirit of the tech community and inspiring personal stories of love and celebration despite adversity.

Jaime Matus, a venture fund of funds manager at Invariantes specializing in AI, joins Michael Eisenberg, a partner at Aleph VC with a wealth of experience in tech investments. They dive into the current AI investment landscape, warning of a possible washout among overfunded startups due to inflated valuations. The discussion also critiques venture capital hypocrisy and explores geographical dynamics within the VC ecosystem, shedding light on how region influences funding strategies and startup success.

In this conversation, venture capitalist Michael Eisenberg, co-founder of Aleph Venture Capital and author of "The Tree of Life and Prosperity," shares insights into the dynamic Israeli startup culture. He emphasizes the importance of relationships and personal talent in investing. Eisenberg contrasts Israel's unique venture landscape with California's, discusses the role of technology in community well-being, and highlights the future of social data ownership. His perspectives blend ancient wisdom with modern innovation, offering a hopeful view on technology's impact on society.