Israel's Next Big Export: Beyond Cyber & AI?

>> It's a pleasure. Uh to start off with >> It's a pleasure. Uh to start off with Saki, I want to ask you uh with your Saki, I want to ask you uh with your Saki, I want to ask you uh with your expert in this area. Software is like expert in this area. Software is like expert in this area. Software is like potentially uh a bit easier from an potentially uh a bit easier from an potentially uh a bit easier from an entry point of view than hardware. entry point of view than hardware. entry point of view than hardware. Hardware is quite expensive. Are Israeli Hardware is quite expensive. Are Israeli Hardware is quite expensive. Are Israeli VCs truly built to fund high capex uh VCs truly built to fund high capex uh VCs truly built to fund high capex uh deep tech ventures? deep tech ventures? deep tech ventures? >> Well, the answer is yes and no. So,

>> Well, the answer is yes and no. So, >> Well, the answer is yes and no. So, there are plenty of VCs that I don't there are plenty of VCs that I don't there are plenty of VCs that I don't have the they don't have the the stamina have the they don't have the the stamina have the they don't have the the stamina or the the length to invest in these or the the length to invest in these or the the length to invest in these kind of companies. We mostly focus on kind of companies. We mostly focus on kind of companies. We mostly focus on deep tech. And if you look at the deep tech. And if you look at the deep tech. And if you look at the industry in Israel, you know, you look industry in Israel, you know, you look industry in Israel, you know, you look at Intel for years, you know, 2% of GDP at Intel for years, you know, 2% of GDP at Intel for years, you know, 2% of GDP and you look at the blessing of the and you look at the blessing of the and you look at the blessing of the Nvidia investment, I think we'll see Nvidia investment, I think we'll see Nvidia investment, I think we'll see more and more of deep tech, um, silicon, more and more of deep tech, um, silicon, more and more of deep tech, um, silicon, um, quantum, um, a lot of companies that um, quantum, um, a lot of companies that um, quantum, um, a lot of companies that do require more capex. What I think

do require more capex. What I think do require more capex. What I think we're going to see is a change in the we're going to see is a change in the we're going to see is a change in the way that people are investing. So we're way that people are investing. So we're way that people are investing. So we're going to see um consortiums which are um going to see um consortiums which are um going to see um consortiums which are um local investors, global investors as local investors, global investors as local investors, global investors as well as corporations, government funding well as corporations, government funding well as corporations, government funding and and non-dilutive funds for projects and and non-dilutive funds for projects and and non-dilutive funds for projects are going to happen around the world. So are going to happen around the world. So are going to happen around the world. So I think that that the market is change I think that that the market is change I think that that the market is change is going to change to allow more deep is going to change to allow more deep is going to change to allow more deep tech investments. But I think some of

tech investments. But I think some of tech investments. But I think some of the investments will look a bit the investments will look a bit the investments will look a bit different than it used to be where you different than it used to be where you different than it used to be where you know a single VC will take the whole know a single VC will take the whole know a single VC will take the whole round and and will run with this SAS round and and will run with this SAS round and and will run with this SAS company all the way. Uh I think that'll company all the way. Uh I think that'll company all the way. Uh I think that'll be an interesting um way to fund these be an interesting um way to fund these be an interesting um way to fund these companies. companies. companies. >> Interesting. Um from your point of view,

>> Interesting. Um from your point of view, >> Interesting. Um from your point of view, do you think we're seeing or starting to do you think we're seeing or starting to do you think we're seeing or starting to see a trend of more sovereign tech so see a trend of more sovereign tech so see a trend of more sovereign tech so that countries are less relying on that countries are less relying on that countries are less relying on international platforms? international platforms? international platforms? >> So again again here it's I think it's a >> So again again here it's I think it's a >> So again again here it's I think it's a combination. I think that that it's not combination. I think that that it's not combination. I think that that it's not about just sovereignity, it's about uh about just sovereignity, it's about uh about just sovereignity, it's about uh uh optionality. So I don't think it's uh optionality. So I don't think it's uh optionality. So I don't think it's just going to be sovereign tech. I think just going to be sovereign tech. I think just going to be sovereign tech. I think that that um what we're going to see is that that um what we're going to see is that that um what we're going to see is because there are so many new models and because there are so many new models and because there are so many new models and they're changing so fast and you need to they're changing so fast and you need to they're changing so fast and you need to adapt them and you need to work at the adapt them and you need to work at the adapt them and you need to work at the pace of the market actually we're going pace of the market actually we're going pace of the market actually we're going to see as we've seen multicloud kind of to see as we've seen multicloud kind of to see as we've seen multicloud kind of companies we'll see multimodel kind of companies we'll see multimodel kind of companies we'll see multimodel kind of companies we'll see still multicloud companies we'll see still multicloud companies we'll see still multicloud um multi-infrastructure so some of it

um multi-infrastructure so some of it um multi-infrastructure so some of it will be for security perspective and will be for security perspective and will be for security perspective and local government related issues is going local government related issues is going local government related issues is going to be sovereign some of it will today to be sovereign some of it will today to be sovereign some of it will today global optional and I actually think global optional and I actually think global optional and I actually think that Israeli companies have an advantage that Israeli companies have an advantage that Israeli companies have an advantage of doing these multi-platform of doing these multi-platform of doing these multi-platform environments. So again it's going to be environments. So again it's going to be environments. So again it's going to be a combination. a combination. a combination. >> Absolutely. Uh and finally Saki uh in

>> Absolutely. Uh and finally Saki uh in >> Absolutely. Uh and finally Saki uh in Israel for the past decade uh cyber has Israel for the past decade uh cyber has Israel for the past decade uh cyber has reigned king by 2030 what do you think reigned king by 2030 what do you think reigned king by 2030 what do you think will be its number one export to to take will be its number one export to to take will be its number one export to to take the throne? the throne? the throne? >> So I still think that cyber is going to

>> So I still think that cyber is going to >> So I still think that cyber is going to be a big thing. U but if you look at be a big thing. U but if you look at be a big thing. U but if you look at what people invested in cyber companies what people invested in cyber companies what people invested in cyber companies it's global trust right they they wanted it's global trust right they they wanted it's global trust right they they wanted to build to invest in trust in in to build to invest in trust in in to build to invest in trust in in different platforms there is a new need different platforms there is a new need different platforms there is a new need for trust which is around AI so I think for trust which is around AI so I think for trust which is around AI so I think what you're going to see is a lot of what you're going to see is a lot of what you're going to see is a lot of this secure AI infrastructures and and I this secure AI infrastructures and and I this secure AI infrastructures and and I think this is where Israeli companies think this is where Israeli companies think this is where Israeli companies could be really really really good at could be really really really good at could be really really really good at how do you make sure that um whatever how do you make sure that um whatever how do you make sure that um whatever you do on AI is trusted is secured the you do on AI is trusted is secured the you do on AI is trusted is secured the data that you put out there doesn't go data that you put out there doesn't go data that you put out there doesn't go around and and and puts you in an IP

around and and and puts you in an IP around and and and puts you in an IP risk. So we're going to see multiple risk. So we're going to see multiple risk. So we're going to see multiple companies dealing with these kind of companies dealing with these kind of companies dealing with these kind of challenges. Um so I think that that's an challenges. Um so I think that that's an challenges. Um so I think that that's an area where we're going to see um great area where we're going to see um great area where we're going to see um great Israeli uh innovation and as I also Israeli uh innovation and as I also Israeli uh innovation and as I also mentioned regarding multimodels. I think mentioned regarding multimodels. I think mentioned regarding multimodels. I think part of the risk no one wants to marry part of the risk no one wants to marry part of the risk no one wants to marry to a certain version of a model because to a certain version of a model because to a certain version of a model because the models are changing so fast and the models are changing so fast and the models are changing so fast and they're so better every round. I think they're so better every round. I think they're so better every round. I think also the ability to trust your models also the ability to trust your models also the ability to trust your models and be able to to continue and run on and be able to to continue and run on and be able to to continue and run on multiple models and not marry to a multiple models and not marry to a multiple models and not marry to a single version will be another area that single version will be another area that single version will be another area that we could bring a lot of interesting we could bring a lot of interesting we could bring a lot of interesting innovation from this this market. innovation from this this market. innovation from this this market. But there are a lot of things beyond

But there are a lot of things beyond But there are a lot of things beyond cyber and beyond AI which I really hope cyber and beyond AI which I really hope cyber and beyond AI which I really hope to see our market step into. So if you to see our market step into. So if you to see our market step into. So if you look at at old industries like look at at old industries like look at at old industries like construction and you look at industries construction and you look at industries construction and you look at industries like um uh supply chain. So every like um uh supply chain. So every like um uh supply chain. So every customer that we sign up for Ignite deep customer that we sign up for Ignite deep customer that we sign up for Ignite deep tech and the the the best deep tech tech and the the the best deep tech tech and the the the best deep tech companies around the world and the companies around the world and the companies around the world and the largest cheap companies if you look at largest cheap companies if you look at largest cheap companies if you look at like companies like Nvidia and you look like companies like Nvidia and you look like companies like Nvidia and you look at at almost every company they deal at at almost every company they deal at at almost every company they deal with challenges of supply chain for with challenges of supply chain for with challenges of supply chain for example example example think of AI and think of AI and robotics think of AI and think of AI and robotics think of AI and think of AI and robotics and supply chain. Uh think the same in and supply chain. Uh think the same in and supply chain. Uh think the same in construction. These are areas that construction. These are areas that construction. These are areas that haven't evolved as fast as needed and I haven't evolved as fast as needed and I haven't evolved as fast as needed and I think we have the right talent here and think we have the right talent here and think we have the right talent here and we're working with all these big we're working with all these big we're working with all these big companies around the world. We need to companies around the world. We need to companies around the world. We need to be there to help change also these be there to help change also these be there to help change also these markets. markets. markets. >> Welled and uh some exciting things to >> Welled and uh some exciting things to >> Welled and uh some exciting things to look forward to then in 2026. Saki, look forward to then in 2026. Saki, look forward to then in 2026. Saki, thank you so much for your time. thank you so much for your time. thank you so much for your time. >> Thank you very much. Uh and for your >> Thank you very much. Uh and for your >> Thank you very much. Uh and for your brilliant predictions and enjoy the rest brilliant predictions and enjoy the rest brilliant predictions and enjoy the rest of your day here at the conference. of your day here at the conference. of your day here at the conference. >> Thank you very much. Thank you for >> Thank you very much. Thank you for >> Thank you very much. Thank you for having me.