Orel Levy, an investor at Anek Capital with a keen focus on value and event-driven opportunities, dives into the world of Cellebrite, a leader in digital forensics tools. He discusses the company's evolution into a SaaS model and its role in law enforcement. A shift in management, competitive threats like Palantir, and the integration of AI are thoroughly examined. Orel also unpacks the potential risks surrounding execution and possible M&A speculations, shedding light on Cellebrite's strategic positioning in a rapidly changing tech landscape.
