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:It’s our last WYNDEX update of the year! On that note, here is our year-to-date comparison: WYNDEX - 20.78%S&P - 15.77%NASDAQ - 20.12%Our best performers of the year were:Lemonade with 125%Elbit with almost 100%Nova measurements up 64% TEVA up 24% (and is now a $35B company)However, our WYN “babies” - the newcomers - were down for the year:Etoro (~46% in the red) Via (32.74%).Monday.com (35%) WIX was cut in half…🔎And our Long Play today is a conversation with friend of the show investor Michael Eisenberg to talk about a recent piece he wrote in SAPIR Journal titled “Building Israel’s Trillion Dollar Economy.” Michael’s core argument is that Israel can (and must) double its GDP over the next 10 years, but that the growth drivers that got the economy to its current point won’t be enough to get it to this next milestone. We speak to Michael about his proposals and how he thinks Israel can continue to grow in the future. (And for more, please see the link to his article in SAPIR here: https://sapirjournal.org/money/2025/building-israels-trillion-dollar-economy/)📅 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-AREDDYProduction Manager - BRITTANY COHENSound and Video editing - MARTIN HUERGOMusic - MIDNIGHT GENERATION

Natti Ginor, Head of Israel Investment Banking at Jefferies and organizer of the Tech Trek event, shares insights into Israel's economy. He reveals that 2025 private tech fundraising has outpaced previous years, reaching over $13 billion. M&A activity hit $15 billion, showcasing a vibrant market. The discussion explores Israel's dominance in cyber tech, the challenges in biotech, and how political uncertainty impacts markets. With positive shifts in the TASE and a strong shekel, Natti emphasizes the need for continuous investor engagement.

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.