What's Your Number?

Find us on:📺 YouTube📸 Instagram💼 LinkedIn𝕏 Michal on X𝕏 Yonatan on X📩 Write to us here📈Our WYNDEX update for today:We’re seeing mixed signals for the WYNDEX this week. The index shed 1.53% beating NASDAQ by almost 0.5% but falling below S&P by 0.77%. In the green: Pluristem (the carrot protein drug developer we discussed in the past) tops the flock with a 17.33% rise. Another notable climb was registered by the 2025 joiner, E-Toro with a 16.11% climb. In the red: We continue to see tough sentiment for Monday.com, which shed 15% on the week, 45% from its 2025 peak and ~25% year-to-date. Another 2025 Wyndex joiner, Via, shed 13.5% this week, falling below its IPO price. 🔎And our Long Play today is a conversation with Yevgeny Dibrov, cofounder and CEO of cyber company Armis, which just raised a $435 million pre-IPO funding round at a valuation of $6.1 billion. Yevgeny worked with the Wiz team at their first company, Adallom, which was bought by Microsoft. He started Armis about ten years ago and today it’s one of the most highly valued Israeli-founded cyber startups… we’ll talk to him about the state of Israeli cyber + why more companies in the space don’t make it all the way to an IPO.  📅 New episodes drop every WednesdayWhat’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 DISCLAIMERThis 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:Hosts - YONATAN ADIRI and MICHAL LEV-RAMExecutive Producer - ADAAM JAMES LEVIN-AREDDYSound and Video editing - MARTIN HUERGOMusic - MIDNIGHT GENERATION

The discussion kicks off with a notable defense deal between India and Israel worth $3.75 billion, highlighting strategic partnerships. As market jitters surface, hosts delve into the AI bubble's vulnerabilities, exploring its potential wobble. They review Goldman Sachs' optimistic outlook on Israel's labor recovery amid the current AI landscape and discuss the tech sector's resilience. Energy constraints emerge as a key issue for AI scalability, fueling local backlash and concerns about community impacts. They assess Israel's strengths as an agile player in the AI ecosystem.

Hila Haddad, an aerospace engineer and former director at Israel's Ministry of Innovation, shares her insights on the country's space program. She discusses the strengths and weaknesses of Israel's civil space sector and how private innovation is reshaping the landscape. Hila highlights the importance of space for national security and explains Israel's simulation-driven approach that made the Iron Dome a success. They also touch on the challenges women face in space tech and the need for a comprehensive space supply chain.

Find us on:📺 YouTube📸 Instagram💼 LinkedIn𝕏 Michal on X𝕏 Yonatan on X📩 Write to us here📈Our WYNDEX update for today:Last week we recorded the first episode in eight weeks in which the WYNDEX underperformed the S&P and NASDAQ indices… But that episode never aired due to the AWS outage. Since we are now reviewing a two-week period (October 13 through 25), the WYNDEX has rebounded to the green: 2.26% to be exact, practically on par with both S&P and NASDAQ in the respective period.🔎Our Long Play today is:An interview with Elad Raz, founder and CEO of NextSilicon, a startup that has pioneered a new chip infrastructure for use in high performance computing, and has huge implications when it comes to AI… we’re going to talk to Elad about where this technology is going and the role Israeli innovation - like his - can play in this new era where compute power is the new oil.📅 New episodes drop every WednesdayWhat’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 DISCLAIMERThis 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:Hosts - YONATAN ADIRI and MICHAL LEV-RAMExecutive Producer - ADAAM JAMES LEVIN-AREDDYSound and Video editing - MARTIN HUERGOMusic - MIDNIGHT GENERATION

Explore the emotional impact of hostages returning after more than 700 days as the fog of war lifts. Delve into the WYNDEX's modest growth and the notable rise of Compugen following promising drug trial results. Discuss the economic costs of the war, including shifts in debt-to-GDP and impacts on the labor market with reservists returning to civilian life. Examine the potential for tourism revival and new regional ties, while pondering how geopolitical shifts could influence the expansion of the Abraham Accords.

Israel’s Strategic Futures Institute: israelstrategicfutures.org/enFind us on:📺 YouTube📸 Instagram💼 LinkedIn𝕏 Michal on X𝕏 Yonatan on X📩 Write to us here📈Our WYNDEX update for today:It’s the 6th week of positive WYNDEX in a row. To be more exact, for the period between September 15th and September 27th, the WYNDEX grew by 1.95%, beating the S&P by 1.34% and NASDAQ by 0.87%. One notable mover on the green is 3D Printing innovator Stratatys systems, gaining 10.35% for the period. In the red we have two notable movers: Lemonade.com shedding ~15% and MobilEye shedding 7.11% over renewed downgrades.🎯Our Big Shorts for today:Microsoft has stopped providing some of its cloud & AI services to Israel’s Ministry of Defense after deciding that certain uses of its technology violated its policies.Israel’s metro project is advancing, with more details emerging on the country’s $100B subway buildout. Tenders for various lines are now under way, as well as conversations about whether the metro should run on Shabbat…🔎And our Long Play today is an interview with Professor Eugene Kandel, Chairman of the Tel Aviv Stock Exchange and former head of the National Economic Council. Eugene is also the former CEO of Start Up Nation Central, and more recently embarked on a new project called the “Israel Strategic Future Institute,” which he started with his partner Ron Tzur. The two have come out with a blueprint for Israel’s future which consists of a completely reimagined structure for both Israeli society and government. The goal? None other than to ensure Israel isn’t heading toward economic collapse.📅 New episodes drop every WednesdayWhat’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 DISCLAIMERThis 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:Hosts - YONATAN ADIRI and MICHAL LEV-RAMExecutive Producer - ADAAM JAMES LEVIN-AREDDYSound and Video editing - MARTIN HUERGOMusic - MIDNIGHT GENERATION

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.

In this discussion, Oren Zeev, a solo venture capitalist known for backing Israeli startups like Houzz and Navan, shares insights on the evolving landscape of Israeli IPOs. He highlights the resilience of the local tech ecosystem and the unique challenges faced by solo venture capitalists. The conversation also delves into the strategic partnership between Israel and India, focusing on its potential impact on investments and exports, as well as the necessity for improved government responses to civilian needs following recent crises.

This episode dives into the complex economic ties between Israel and Germany. It highlights the impressive growth of Israel's defense tech sector, underscored by a significant contract with Serbia. Notably, discussions reveal the challenges both economies face, particularly Germany's stagnation and Israel's increasing consumer difficulties. The podcast also explores the historical context of their relationship, addressing the need for reforms in Germany's welfare state and the importance of strategic partnerships in a rapidly changing global landscape.

Michael Eisenberg, co-founder of the venture capital firm Aleph, shares insights on Israel's shift into a talent magnet, showcasing its innovative strategies to attract skilled immigrants. He discusses the implications of government incentives on the economy and Israel's ambitions as a global hub for tech talent. Eisenberg also addresses the impact of national AI strategies and academic challenges amidst geopolitical tensions. His reflections on leadership within Israel's tech scene underline the importance of innovation and accountability in fostering future growth.