Aleph

Important reminder from Michael Eisenberg at the Jerusalem Post Miami Summit conference: "We have the most capable civilians of anywhere on the planet. We don't have as capable a government, but our power's in our civilians. So we need to get rid of all of the bureaucracy and all the regulation, invest in the infrastructure, and then call on the civilians." Bringing back one of Michael's blog posts in the comments for ways civilians have been showing up again and again and again since October 7th 👇

We know so much about the travel industry - except when it comes to intercity transportation.  So Travelier came out with a phenomenal report, in partnership with Skift Advisory, to change that.  And if your business even remotely touches this $198 billion (!) industry, you need to read it now now now. Link to the world’s first State of Ground and Sea Transportation Report in the comments. David Yitzhaki Noam Toister Omer Chehmer Noa Greenfield - hats off!

May Piamenta believed in the mission behind Vee - AI For Good so much she almost went to jail for it. Everything about her story is unusual, from growing up in Dimona to shaving her head at age 13 and selling her first company three years later. Listen to the latest episode of Invested for the ethos behind Vee, how to convince 36 army officers to let you break the law, what laying off an entire company and successfully rebuilding from scratch looks like, whether experience or ambition is more important for hiring, and how values can truly create value. (You’ll also learn that Michael Eisenberg clearly doesn’t know anything about pop culture - listen ‘til the end.) Episode linked below!

True price discovery is only in the public markets. Over the next few years we'll know the real price of ServiceTitan that a true market is willing to pay. As of now, the IPO looks a bit underpriced, but that's a short term price to pay for liquidity and a public float.

Meet Michael’s next guest on Invested: the unstoppable May Piamenta. Founder/CEO of Vee - AI For Good, serial entrepreneur, breakfast hater, force for a better world.  If we had to pick one quote from the episode that summarizes the entire conversation, it would be: “When people tell me I cannot do something - I do it.”   Exactly what May went ahead and did dropping Wednesday. Subscribe with the link in the comments.

What makes a successful venture capitalist?  Do you need to be a dreamer or a skeptic? Go to conferences or stick to one-on-ones? Adam Fisher and Michael Eisenberg get into it in the latest Invested episode. Here’s the 40-second version, but trust us - you’ll want to hear the full thing. Full episode linked below. 

Trying to be on the path (“Soon”) to go public 😅, moments like this remind us of how far we’ve come. 💪🏼 #TPCRM Seeing our logo light up Nasdaq and Times Square filled us with pride; it's a powerful symbol of our mission to secure business relationships worldwide! Kudos Matan Or-El and the amazing team at Panorays Now I need the #CyberSelfie version of this photo! I’m really proud of all you and even the Sky is not a limit ❤️❤️❤️🙌🙌🙌 Meir Antar Alan Elliot Keren Herscovici Zohar Sela Giora Omer David Cohen Omri Erel E Jay Hussein PhD Talia Shmerler Eden Shochat Amichai Shulman Oivind Lorentzen Avery E. Schwartz Itay Inbar Carlos Alberto Silva Aleph Greenfield Partners 33N Ventures BlueRed Partners Ahikam Harush Poalim Tech

Quick, snackable podcast rec–Yuval Golan on Miami Fintech Club with Antonio U. DeLorenzo “In 2020, I realized China was closing down during Covid, which meant no construction materials, no construction workers, no logistics - so real estate prices will skyrocket, and people were scared…so I said, “Great! This is a great time to buy real estate. I can try to build my future. If not, it’ll be too expensive to build my future.” Here’s the story of how Waltz was born. Link in the comments 👇🏼

Not gonna lie - there was a lot of internal buzz about this episode here at Aleph. A partner of Bessemer Venture Partners, Adam Fisher is one of the most humble, self-aware and successful people in VC. But we don't have to tell you that; you'll hear it for yourself. Listen to how Adam and Michael think differently (and similarly) about VC and investing, why introverts can make the best VCs, how to balance between self-doubt and optimism in venture, what every entrepreneur should learn from Wix and Fiverr, and what investing looks like when intellectual honesty is your guiding principle. Link to the full conversation below 👇

Just wow! Just finished recording an episode of Invested with May Piamenta. Suggest you subscribe to the podcast. You are not Going to want to miss this. Wow! Link to subscribe in first comment