Hi Everyone,

Greetings from Los Angeles, the inspiration for this week’s image. President Trump’s announcement of an agreement for the complete disarmament of H***s could be welcome news, if it is genuinely implemented and enforced. The details remain uncertain, and Israel has already expressed reservations, but any credible step towards a demilitarised Gaza and lasting security for Israel deserves cautious hope.

Against that backdrop, Israeli tech delivered another remarkable week, with major developments across AI infrastructure, cybersecurity, physical AI and M&A, with over $750M raised by Israeli startups (not counting the $5 billion raised by Ilya Sutzkever for SSI) one billion dollar exit and 2 new funds announced. Not bad for the quiet weeks of the summer...

The headline numbers were exceptional: Israeli startups announced more than $750 million in new funding, led by Xsight Labs, Onyx Security and groundcover, while Cyera agreed to acquire Oasis Security for approximately $1 billion. The common thread is clear: capital is flowing towards the infrastructure required to deploy AI safely and reliably, chips, observability, context, identity, endpoints and governance.

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Recent articles

Weekly #FIRGUN Newsletter Quote of the week: “Wisdom is the reward you get for a lifetime of listening when you would rather have talked.” — Mark Twain Read article

The Next AI Opportunities Are the Problems AI Created AI is making code, content, intelligence and product creation abundant. But every new abundance produces a new scarcity: understanding, trust, reliability, distribution and control. In other words, what AI made abundant, created scarcity in other areas, that's where the next big opportunities lie. Read article

Chart of the week

​Carta data shows that although the median gap between funding rounds remains around 18–24 months, the range is widening significantly. Some startups may need to survive 1,000 days, almost three years, without receiving new outside capital.