AppsFlyer raises more than $1B from Google, Meta, Unity and Moloco
AppsFlyer is one of Israel’s most important private software companies, and this deal is both a liquidity event and a strategic positioning move. As advertising becomes more automated and privacy-constrained, independent measurement may become more important, not less. The fact that four major ad platforms invested in the same company is a strong signal about the strategic value of attribution and marketing intelligence infrastructure.
Engram raises $98M at a $600M valuation with just 13 employees
Engram, an applied AI research lab co-founded and led by Israeli researcher Dr. Dan Biderman, raised $98 million at a $600 million valuation. The round included Kleiner Perkins, General Catalyst, Sequoia and a long list of Israeli tech angels. Why it matters: AI memory is becoming one of the most important infrastructure problems in enterprise AI. Models can generate answers, but useful agents need persistent context, memory, reasoning and domain-specific knowledge. Engram’s raise also reflects a broader market pattern: small, elite technical teams are able to raise large rounds when they are building close to core AI infrastructure.
Israel aims to become an AI superpower; price tag could reach tens of billions of dollars
The Israeli government has a created a new AI Directorate and ambitious AI national plan. Israel’s AI sovereignty plan is directly connected to the week’s broader theme: strategic infrastructure. The startup opportunity is not just in foundation models, but in the layers where Israel may have a real edge — physical AI, edge systems, cyber, safety, data infrastructure, defense applications and applied AI for national resilience. The gap between ambition and execution could create meaningful opportunities for startups, universities, cloud providers and deep-tech investors.
Dollar tax payments and startup grants: Israel's new plan to protect tech
The Ministry of Finance is expected to publish a package of measures in the coming days aimed at helping Israel’s high-tech sector cope with the strong shekel. Amid wave of layoffs and fears that multinationals and local tech will relocate abroad, government set to propose package which includes an immediate response primarily for small startups, delivered via the Israeli Innovation Authority, incentives for multinational R&D centres including allowing them to pay part of their corporate taxes in U.S. dollars.
State of the AI economy - report
Generative AI is driving a massive economic shift backed by real, unprecedented enterprise demand rather than just speculative hype, but its long-term financial health depends on whether rapidly falling token costs can generate enough volume to pay off a staggering $2 trillion cumulative infrastructure bill. The generative AI economy has already surged to an annualized revenue pace of over $175 billion—growing three times faster than any previous tech wave—and is currently adding $1 billion in cumulative revenue every two days. For the first time, these revenues have cleared the baseline depreciation costs of building massive data centers, leaving a thin but positive 19% financial headroom for cloud infrastructure providers.
The Venture Capital Paradox: Why this market is so hard to read
AI has made company creation faster than ever. But for VCs, allocating capital has become more complicated, more concentrated and more consequential. If everyone can build faster, building is no longer the moat. The real questions become: can the team distribute, retain, compound data, own a workflow, build trust and create a company that matters?
