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:The WYNDEX is back in the green for a second week in a row, up 3.29%, to be exact. That puts it ahead of both the S&P and NASDAQ (0.69 and 1.39%, respectively). Monday.com made a 9.09% jump back up after December 4th Guggenheim report with a Strong BUY ($250 target price). In the red is ZIM, which shed ~2% with a takeover bid by German Giant Hapag Lloyd competing with the Unger/management buyout offer which seems to lowball the market perception. Two cyber companies, Varonis and Sentinel One, were also down.🎯Our Big Shorts for today:German Chancellor Friedrich Merz visited Israel this week. The European leader met with Prime Minister Netanyahu and other senior Israeli officials, and also spoke about that temporary & partial arms embargo on Israel, which Germany lifted last month once the ceasefire was in effect. We unpack the visit from this key partner.Eurovision decision: A decision has been made to allow Israel to stay in the 2026 competition. But several countries (including Spain, Ireland, the Netherlands) subsequently said they would boycott the competition as a result. What does this mean for Israeli isolation vs. integration as we move forward, and beyond the Eurovision itself?🔎And our Long Play today is focused on Israel’s 2026 budget, which was passed by the cabinet just a few days ago. We’ll go over what you need to know - what’s in, what’s out, what’s controversial, etc. And what the next steps are for the budget. 📅 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

Seth Siegel, a renowned water-policy expert and author of 'Let There Be Water,' dives into the critical water issues affecting the Middle East. He explains Iran's water crisis, linking it to agricultural mismanagement and political choices. Seth highlights how past cooperation with Israel could have improved water systems. He also shares Israel's multifaceted approach to water management, including desalination. Innovations like drones and solar-covered canals are discussed as future solutions, emphasizing collaboration as key to overcoming challenges.

Join Joy Sisisky, CEO of the Jewish Community Federation of the Bay Area, as she discusses the surge in philanthropy after recent events, rallying $25 million for emergency support. Sean Maguire from Sequoia Capital shares insights on Israeli startup resilience and how recent geopolitical tensions have influenced investment trends. The panel delves into the shifts in donor behavior, the impact of antisemitism on giving, and the promising future of Israeli tech, highlighting new partnerships and opportunities for growth in emerging markets.

Yevgeny Dibrov, co-founder and CEO of Armis, discusses the explosive growth of device vulnerabilities that inspired his cybersecurity company. He shares insights on raising $435 million in pre-IPO funding and why many Israeli cyber firms struggle to go public. Yevgeny reflects on his journey from Ukraine to Israel and stresses the importance of talent retention. He also highlights AI's role in enhancing R&D and warns against the proliferation of small tactical cyber startups, urging for more ambitious ideas in the sector.

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.