VC Cafe

MAY 1, 2023

We are seeing some of this play out in the generative AI space, where the cloud providers are active investors to attract future revenue. Cloud Wars: As businesses increasingly adopt cloud services, the battle between cloud providers like Amazon Web Services (AWS), Microsoft Azure, and Google Cloud Platform (GCP) intensifies.

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VC Cafe

APRIL 22, 2024

Last year there were a lot of voices about the need to ‘slow down’ development of ‘G’d like’ AI (or basically, the pursuit of AGI). The Chip Wars between the US and China is an example of AI inequality, but so is the prevalent use of English as the main language to access LLM technology these days.

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VC Cafe

FEBRUARY 28, 2025

DeepSeek AI sparked a nationwide push in China to deploy its LLMs everywhere from hospitals to local governments. Microsoft unveiled the 3.8B-parameter parameter text-only Phi-4-mini and 5.6B-parameter parameter Phi-4-multimodal, claiming both outperform similar-sized models in certain tasks.

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VC Cafe

FEBRUARY 14, 2025

by Madrona Interesting stat: about 10% of Y Combinator companies achieves an exit – by Lenny Rachitsky Bonus: opening moves in global AI – report by Dealroom.co MEDIA OF THE WEEK The capital amount of M&As in the range of $100-$500m and $500-$1000m in Israel increased sharply, setting a decade record.

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Start Up Blog

JUNE 29, 2023

Ron DeSantis have already used fake AI images of each other and we are still 16 months out from the vote. This is an election where the capabilities of Generative AI will quite simply have a massive influence. This week Sir Bob Geldof interviewed me about AI. Donald Trump and Gov.

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VC Cafe

MARCH 6, 2025

Until now, the majority of the value in generative AI has been captured by the infrastructure layer: foundational models (LLMs), the cloud providers and the hardware infrastructure/ data centres. However now, the AI landscape is undergoing a significant shift, prompting a crucial question: Where will the future value of AI accrue?

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VC Cafe

JANUARY 31, 2025

The truth will take time to percolate, Deepseek claimed they used only 5,000 GPUs- and old ones at that and the real number is estimated at 50,000 (it’s being investigated if the chips were acquired in Singapore, side-stepping the export ban to China). It decouples visual encoding for multimodal understanding and generation.

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VC Cafe

MARCH 20, 2025

The biggest winners from the Wiz acquisition… (based on publicly available data) Young Israelis under 30 ranked 2nd happiest in the recent World happiness report created by the UN ( source ) The AI race is on between China and the US, but a quick look at Robotics clearly shows that China has an edge (for now) McKinsey & Company surveyed enterprise (..)

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