Michael
@Michael__KV🇮🇱 native living in 🇺🇸. Building AI products for Security Teams.
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A thread of some of the most harrowing images from the Holocaust that everyone needs to see, lest we forget 1. Two workers showing their liberators what their work was like in a crematorium at Dachau, May 1945. Sonderkommandos were work units made up of German Nazi death camp…
.@Columbia University capitulated today to Hamas supporters. (a long thread with videos) (tldr; it's a shit show)
Predicted the round pretty well... I would guess a lot of the investment comes in the form of access to hardware (that both a16z and Sequoia already purchased).
$1B on $5B post. Only $100M coming from VCs. The other 90% are from Nvidia and Oracle.
I am building an AI-enabled Security product that can be pitched with any buzzword you want (LLMs, Agents, etc.). After speaking to over 200 buyers (and converting a few to early adopters), there are a few things that stood out: 1. Companies are hungry for AI-enabled…
Such an interesting antitrust approach. We saw this before with Inflection & $MSFT deal. Here how this probably looks like: - Restructure company so only preferred holders get dividends - License the tech for 2x/3x amount invested - Hire the key talent and give them “exit…
This class action was expected. $CRWD has a lot of work to do. The fact that it came from Plymouth Country Retirement Association is hilarious 🤣
OFFICIAL: 🇮🇱🥇Israel just won the 2024 Gold Olympic medal of long-distance shooting
AI boyfriends / girlfriends are a hit. Friends should be as well. This is a fantastic wedge to a much larger opportunity. BUT, the data privacy here is a buzz kill.
12 children were murdered by Hezbollah when they played football. The "Flak 1" rocket is made in Iran If it were you, what would you do? Film by: Daniel Edry
"The bubble will burst" is an exaggeration. There are multiple use cases where the tech enables various co-pilots from sales and marketing to security and compliance (unstructured data heavy workflows). I don't think these use cases will justify the investment in the…
Within 12 months, the GenAI bubble will have burst. • The economics don’t work • The current approach has reached a plateau • There is no killer app • Hallucinations remain • Boneheaded errors remain • Nobody has a moat • People are starting to realize all of the above.
Let’s be honest with ourselves, the only people that can beat Trump are outsiders with national recognition, not state governors that a few people know or existing officials. My bet: @mcuban or Jamie Dimon. Aka a “famous outsider”. This is a great opportunity for one of them…
There are so many great M&A deals out there... - Zoom buying Asana and Box - Sentinel / Wiz buying Cato - Zscaler buying Orca Security / Sysdig - Atlassian buying Agora - Hubspot buying Zoominfo - Any PE taking Braze private
Based on @ilyasut previous experience, I wonder how the cap table (including founders) looks like. My bet, he has super voting shares. He will not let the OpenAI story to play out again.
If true, this is mind blowing. The deal making skills of Wiz are top notch. - pay 2x ARR - at a 60% gross margin, full cash payback in 3.5 years - immediate S&M scale in the US (with people that know the product) - create another engineering center outside of Israel (business…
Nice $200M Acquihire....
Exclusive: Cybersecurity firm Wiz is in talks to buy rival Laceworks for about $200 million, a big discount from its 2021 valuation of $8.3 billion. theinformation.com/articles/10-bi… By @coryweinberg & @aaronpholmes
Am Yisrael Chai the people of Israel LIVE עַם יִשְׂרָאֵל חַי 🇮🇱
Proud to be taking the next step for @griid with @treykelly3 and the entire team. Working on #Bitcoin with these people really is the joy of a lifetime. Tick tock, next block. globenewswire.com/news-release/2…
There should be a Kickstarter like program for Enterprise / Consumer software.
United States Trends
- 1. $MAYO 10 B posts
- 2. Tyson 392 B posts
- 3. Pence 44,6 B posts
- 4. Laken Riley 40,1 B posts
- 5. Dora 22,5 B posts
- 6. Ticketmaster 16,6 B posts
- 7. Kash 72,4 B posts
- 8. Mike Rogers 8.766 posts
- 9. #LetsBONK 6.205 posts
- 10. Cenk 11 B posts
- 11. Pirates 19 B posts
- 12. Debbie 16,7 B posts
- 13. #FursuitFriday 15,6 B posts
- 14. Iron Mike 16,3 B posts
- 15. Mr. Mayonnaise 1.381 posts
- 16. The UK 439 B posts
- 17. Gabrielle Union N/A
- 18. Fauci 175 B posts
- 19. Scholars 10,8 B posts
- 20. Oscars 14 B posts
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