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:After two weeks in the red, the WYNDEX is back in the green, with 3.3% growth, outperforming both S&P and NASDAQ. After a rough stretch, PANW and CARK are back in the green with 6% gains each. But the big story of the week is a massive drop in one of Israel’s golden digital innovators, Monday.com, which shed 29% this week despite posting strong Q2 earnings. 🎯Our Big Shorts for today:Israeli marketing analytics platform Appsflyer is reportedly in talks to be acquired by a PE firm at a valuation at or above $3.5B🔎And our Long Play today is an interview with Netta Barak-Corren, a legal scholar and cognitive scientist, law professor at the Hebrew University in Jerusalem, about her work combatting Boycott, Divestment, and Sanctions (BDS) targeting of Israeli academia.📅 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:ADAAM JAMES LEVIN-AREDDY - Executive ProducerMARTIN HUERGO - Sound EditorGABE SILVERSTEIN - ResearchTheme Music by MIDNIGHT GENERATION

Find us on:📺 YouTube📸 Instagram💼 LinkedIn𝕏 Michal on X𝕏 Yonatan on X📩 Write to us here📈Our WYNDEX update for today:WYNDEX is in the red. We covered a two-week period this time (July 28 - August 8th) and the numbers aren’t so nice to look at: WYNDEX shed 4.41%, mainly driven by a 18.31% decline in PANW and a 14.52% decline in CyberArk.🎯Our Big Shorts for today:Israel’s Leviathan natural gas field signs largest export agreement in country’s history - with EgyptIsraeli AI committee calls for 25B shekel budget over five years, and publishes a critical assessment of the current state of Israeli AI 🔎And our Long Play today is an interview with Lux Capital’s Josh Wolfe, a New York-based investor known for his bets on scientific and technological breakthroughs, all about the boom in defense tech and Israel’s increasing role in the sector 📅 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:ILAN BENATAR - Producer MICHAL LEV-RAM - EditorADAAM JAMES LEVIN-AREDDY - Executive ProducerMARTIN HUERGO - Sound EditorGABE SILVERSTEIN - ResearchTheme Music by MIDNIGHT GENERATION

Nir Hirschmann Rub, CEO of the Crypto, Blockchain, Web 3.0 Companies Forum, shares his insights on the future of cryptocurrency in Israel. He discusses the current state of Israel's crypto landscape, highlighting both the rapid growth and regulatory hurdles facing the industry. Hirshmann also examines the challenges posed by geopolitical factors and advocates for necessary reforms to foster innovation. With the backdrop of Israel's dynamic tech ecosystem, he emphasizes the industry's potential to stimulate economic growth and create job opportunities.

Discover the staggering financial impact of Israel's recent conflict through compelling numbers. Over 300,000 reservists have been mobilized, contributing to workforce strain yet sparking economic resilience. The podcast dives into significant budget requests and steep drops in tourism and stock market values, alongside an unexpected recovery in early 2024. It also delves into Israeli governance challenges and potential ties to U.S. cryptocurrency legislation, creating a gripping narrative of survival and renewal in the face of adversity.

Liran Shlush, an Associate Professor at the Weizmann Institute, dives into the urgent topic of leukemia detection amidst recent geopolitical turmoil. He shares a firsthand account of a missile strike on his lab and the frantic efforts to save crucial samples. The talk highlights revolutionary blood tests that could transform early detection and emphasizes the collaborative spirit of researchers facing adversity. Liran also discusses the broader implications of his work for cancer patients globally, showcasing resilience in the scientific community.

This week, discoveries in Israel's tech landscape take center stage with NVIDIA's ambitious investment plans for a massive tech campus. Insights into the WYNDEX reveal its creation and methodology, showcasing its growth alongside major indices. SolarEdge's impressive performance is linked to recent legislative changes favoring green energy. The discussion also dives into the economic climate, highlighting the central bank's decision on interest rates and the challenges facing entrepreneurs. Additionally, a thoughtful reflection addresses societal issues and calls for unity against injustices.

Yariv Bash, cofounder and CEO of FlyTrex, shares his insights on the future of drone delivery services. He discusses the recent collaboration with DoorDash in the Dallas-Fort Worth area and the technological innovations driving this industry forward. Bash delves into the challenges of safety regulations and operational hurdles that come with food delivery drones. Listeners will find it fascinating to learn how consumer perceptions are shifting as drone logistics look to revolutionize suburbs. His experience with the Beresheet lunar landing adds to his credibility as a pioneer in the tech space.

In this engaging discussion, Yoav Shoham, an AI expert and co-CEO of AI21 Labs, explores Israel's pivotal role in the global AI arms race. He reflects on Israel's strengths and challenges in advancing AI technologies, especially in light of geopolitical tensions. The conversation highlights the importance of resilience and innovation in Israel’s tech scene, alongside personal anecdotes that resonate with the urgency for nations to enhance their AI strategies. The implications of military actions and funding in this dynamic landscape are thoughtfully analyzed.

The discussion kicks off with the resilience of Israelis amidst ongoing conflict and the impressive achievements in science and technology. They dive into why the Israeli stock market remains strong despite tensions, looking at economic fundamentals and military strategies. There's also a focus on the recent acquisition of Base44, showcasing tech innovation driven by AI. Finally, the podcast highlights the unwavering spirit of the Israeli tech community and the hopeful outlook for the economy.

Find us on:📺 YouTube📸 Instagram💼 LinkedIn𝕏 Michal on X𝕏 Yonatan on X📩 Write to us here📈Our WYNDEX update for today:The WYNDEX is up 3.8%, overperforming the S&P by 2.04% and NASDAQ by 1.35%. (The WYNDEX is our very own index, made up of 51 Israel-based and/or Israeli-founded companies that trade on American stock exchanges.)🎯Our Big Shorts for today:Israel’s Ministry of Finance cuts growth projections eBay is shutting down its R&D center in Israel Lufthansa plans to “gradually” restart flights in and out of Tel Aviv 🔎And our Long Play today is an interview with Oded Ben David, the chief technology officer at ELOP, the electro-optical division of Elbit Systems, all about Israel’s newly declassified (and low-cost) Iron Beam aerial defense system.📅 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:ILAN BENATAR - Producer MICHAL LEV-RAM - EditorMARTIN HUERGO - Sound EditorGABE SILVERSTEIN - ResearchTheme Music by MIDNIGHT GENERATION