Special Episode: A Lookback on Some of the Strongest Business Leaders of 2025

On this episode of Invested, Michael Eisenberg sits down with Dr. Eli David, a leading AI researcher, entrepreneur, and one of the most outspoken voices in tech today. In this wide-ranging conversation, Michael and Eli explore the intersection of artificial intelligence, free speech, geopolitics, and the future of global power. From building and selling AI startups to amassing nearly a million followers on X through unapologetically unfiltered opinions, Eli shares why controversy, not consensus, drives both innovation and influence. They dive deep into the current state of AI - why today’s models are fundamentally inefficient, how “woke” training and RLHF shape model behavior, and why Eli believes the future of AI will come from radically different architectures and massive efficiency gains. The discussion expands into the global AI race, where energy - not algorithms - may determine whether the US or China wins. Beyond technology, the conversation turns sharply into politics and society: censorship vs. free speech, the role of social media as the modern town square, the implications of October 7th on global narratives, and why Eli believes the West is at a critical inflection point. They discuss: How Eli grew from AI researcher to viral X personality Why unfiltered speech outperforms polished narratives The hidden biases inside AI models and training systems Why current AI is powerful - but deeply inefficient China vs. the US in the race for AI dominance Free speech, censorship, and the future of online platforms Israel’s role in the global AI ecosystem and talent war Why startups and controversy share the same DNA Dr. Eli David is a leading AI researcher and entrepreneur who has founded several successful AI-based companies. In 2025, the State of Israel selected Dr. David as a national Torch Lighter at the 77th Independence Day ceremony - one of the country's highest civilian honors - in recognition of his pioneering contributions to AI. If you want to understand where AI is really heading - and why the biggest debates around it are no longer technical but ideological - this is an essential and unfiltered conversation. Please rate this episode 5 stars wherever you stream your podcasts! KEY TOPICS  00:00 - Intro 01:30 - From Unknown Founder to X Influencer 02:30 - October 7 Broke My Career - Then Blew It Up 03:30 - Posting War Footage Got Me Cancelled 04:30 - Why Macron Became My Favorite Target 05:30 - AI Humor Still “Too Soft” 06:30 - AI Is Rigged by “Woke” Trainers 08:00 - RLHF = Forced Political Bias 09:30 - Truth-Seeking AI Should Offend You 10:30 - Free Speech Has No Moral Authority 12:30 - Censorship Is Pure Power Struggle 14:00 - “Don’t Like It? Leave the Platform” 16:30 - No One Took Neural Nets Seriously 20:00 - AI Is Powerful - but Fundamentally Stupid 24:30 - China Winning AI Through Energy 28:30 - Experts Kill Innovation – Outsiders Win 33:00 - My Team is Smarter Than I Am 36:30 - Startups Require Delusion and Arrogance 41:30 - Iran Is the Real Global Threat 47:30 - AI Will Destroy SaaS… Eventually 51:00 - Israel Risks Losing AI Talent RESOURCES Follow Eli on X: https://x.com/DrEliDavid  Subscribe to Invested: https://content.aleph.vc/invested Learn more about Aleph: aleph.vc  Sign up for Aleph’s monthly email newsletter: https://newsletter.aleph.vc/ Subscribe to Aleph’s YouTube channel: https://www.youtube.com/@aleph-vc/ Follow Michael on Twitter: twitter.com/mikeeisenberg Follow Michael on LinkedIn: https://www.linkedin.com/in/mieisenberg/ Follow Aleph on Twitter: https://x.com/aleph?s=20  ‍Follow Aleph on LinkedIn: https://www.linkedin.com/company/aleph-vc/ ‍Follow Aleph on Instagram: https://www.instagram.com/aleph.vc/ CREDITS Executive Producer: Erica Marom  Producer: Sofi Levak, Dalit Merenfeld, Myron Shneider Video and Editing: Nadav Elovic  Music and Creative Direction: Uri Ar  Content and Editorial: Jackie Goldberg Design: Nimrod Sapir

On this episode of Invested, Michael Eisenberg sits down with Ami Daniel, co-founder and CEO of Windward, for a deep dive into one of the most important global trade chokepoints: the Straits of Hormuz. In this urgent conversation, Michael and Ami unpack how the closure and disruption of the Straits of Hormuz could affect the global economy, oil prices, LNG and LPG exports, container shipping, fertilizers, steel, food supply chains, and the future of maritime security. Drawing on Ami’s expertise in maritime AI and naval strategy, he explores why the Strait of Hormuz is far more than an oil story, and why its disruption impacts nearly every country, industry, and consumer in the world. They discuss: Why the Straits of Hormuz matter to global trade How Iran’s actions could reshape shipping routes, energy markets, and maritime logistics The role of naval power, mines, drones, and maritime chokepoints The ripple effects on Europe, Asia, developing markets, and the wider global economy Why this crisis could have lasting implications for inflation, supply chains, and geopolitical stability Ami Daniel is the Co-founder & CEO of Windward, a leading Maritime AI company transforming global trade through predictive intelligence and big data analytics. As a former naval officer, he brings deep maritime expertise and a passion for AI-driven risk management, compliance, and operational optimization. Under his leadership, Windward has pioneered AI solutions for governments, financial institutions, and commercial entities. His insights on maritime AI, sanctions, and supply chain resilience have been featured in major publications, including The New York Times, The Economist, and Financial Times. If you want to understand the intersection of geopolitics, maritime trade, oil markets, shipping intelligence, and global risk, this episode is essential viewing. Please rate this episode 5 stars wherever you stream your podcasts! KEY TOPICS  00:00 - Intro 02:22 - “Not Just Oil” – Everything Is Hit 05:29 - Why Nobody Stopped Iran Earlier 07:40 - Mines, Drones, and Maritime Warfare 09:10 - Can Anyone Actually Reopen Hormuz? 09:20 - $500M Cargo Trips Becoming Normal 10:15 - Suicide Boats vs Global Trade 12:03 - Fuel Shortages Spreading Globally 12:50 - Modern Piracy: Iran’s Cash Playbook 14:30 - Hundreds of Ships Trapped in Gulf 15:40 - “Everything Is Stuck” – Global Supply Shock 19:38 - Why Oil Can’t Be Replaced 21:40 - US Quietly Allows Sanctioned Oil Trade 30:20 - 80% of Iranian Oil Goes to China 41:35 - One Mine Can Shut Global Trade Again RESOURCES Follow Ami Daniel on Linkedin: https://www.linkedin.com/in/amidaniel/  Learn more about Windward: https://windward.ai/  More from Windward research: Iran War at Sea: How the Conflict Is Disrupting Global Trade and Energy Strait of Hormuz Shipping Falls After Insurance Pullback Bulk Carriers Find New Route Out of Hormuz Strait Subscribe to Invested: https://content.aleph.vc/invested Learn more about Aleph: aleph.vc  Sign up for Aleph’s monthly email newsletter: https://newsletter.aleph.vc/ Subscribe to Aleph’s YouTube channel: https://www.youtube.com/@aleph-vc/ Follow Michael on Twitter: twitter.com/mikeeisenberg Follow Michael on LinkedIn: https://www.linkedin.com/in/mieisenberg/ Follow Aleph on Twitter: https://x.com/aleph?s=20  ‍Follow Aleph on LinkedIn: https://www.linkedin.com/company/aleph-vc/ ‍Follow Aleph on Instagram: https://www.instagram.com/aleph.vc/ CREDITS Executive Producer: Erica Marom  Producer: Sofi Levak, Dalit Merenfeld, Myron Shneider Video and Editing: Nadav Elovic  Music and Creative Direction: Uri Ar  Content and Editorial: Jackie Goldberg Design: Nimrod Sapir

In this special solo episode, Michael Eisenberg shares reflections from Israel during wartime. Speaking from Tel Aviv shortly after a siren sends residents to shelters, Michael offers a firsthand perspective on how Israelis are living, working, and building amid ongoing rocket attacks and regional conflict. At the center of the story is Israel's remarkable ability to produce agency at scale – and the cultural forces that drive Israelis to act, innovate, and support one another even in moments of crisis. Michael also steps back to discuss the bigger picture. As global conflict intensifies and geopolitics increasingly intertwines with technology, he argues that resilience, sovereignty, and technological capability will define the next era. From defense technology and artificial intelligence-enabled coordination to the continued momentum of Israel's startup ecosystem, this episode examines how war accelerates innovation and reshapes global investment and power. Part reflection, part analysis, this episode offers a window into the mindset of a nation under pressure — and why Michael believes Israel's culture of resilience, entrepreneurship, and initiative will play an outsized role in the technological and geopolitical landscape of the coming decade. Please rate this episode 5 stars wherever you stream your podcasts!

On this episode of Invested, Michael sits down with Eran Shir and Zach Greenberger of Nexar. Eran Shir is the Co-Founder, CPO & Chairman at Nexar. He is a serial entrepreneur and investor. Previously, he served as Entrepreneur in Residence at Aleph, focusing on IoT, big data, cryptocurrencies, and network-driven market disruption. Before that, Eran led Yahoo's global Creative Innovation Center following the acquisition of Dapper, a dynamic advertising startup that he co-founded. He began his career as a physicist specializing in complex systems and networks, later founding the DIMES Internet research project and co-founding the machine learning company Cogniview. Zach Greenberger is the CEO of Nexar, leading the company’s mission to build AI for the physical world using real-world driving data. Under his leadership, Nexar powers one of the largest connected vehicle networks, generating hundreds of millions of miles of data each month to advance mapping, mobility, and road safety. Prior to Nexar, Zach served as Chief Business Officer at Lyft and held leadership roles at Tesla, focusing on strategic partnerships and new growth initiatives. Nexar provides a vehicle-to-vehicle (V2V) network that prevents road collisions and enables autonomous mobility. They do this through a global, connected, and intelligent network of mobile cameras on the road that use data to deliver valuable insights, so Nexar can ultimately build transformative products in vehicle autonomy and safety. Nexar's technology is being used by the public sector, autonomous vehicle makers, OEMs, fleets, and insurance companies. Please rate this episode 5 stars wherever you stream your podcasts! KEY TOPICS  00:00 - Intro 02:10 - Uber Is 10 Years Too Late 05:20 - Fancy AV Fleets Were a Mistake 06:03 - Nexar Got Paid to Collect 1.2 Billion Miles of Data 07:39 - Nexar Dominates Waymo in Data Collection 09:19 - Google Burns $50 Per Mile 09:38 - Tesla and Nexar: the Only Market Players 12:48 - 100,000 Uber Drivers Already Use Nexar 16:40 - LLMs Won’t Solve the Real World 19:25 - Synthetic Data is Not Enough 21:55 - Rare Edge Cases Caught on Camera 24:09 - NVIDIA Needed Our Data 33:27 -  Inside an “Agentic” Organization 40:51 - We Pay Employees to Use AI 52:44 - Nexar’s World Model Outperforms ADAS 01:05:27 - Leading a Cross-Global Team  RESOURCES Follow Zach on Linkedin: https://www.linkedin.com/in/zach-greenberger-a3a3444a/  Follow Eran on Linkedin: https://www.linkedin.com/in/eranshir/  Learn more about Nexar: https://www.nexar-ai.com/  Subscribe to Invested: https://content.aleph.vc/invested Learn more about Aleph: aleph.vc  Sign up for Aleph’s monthly email newsletter: https://newsletter.aleph.vc/ Subscribe to Aleph's YouTube channel: https://www.youtube.com/@aleph-vc/ Follow Michael on Twitter: twitter.com/mikeeisenberg Follow Michael on LinkedIn: https://www.linkedin.com/in/mieisenberg/ Follow Aleph on Twitter: https://x.com/aleph?s=20  ‍Follow Aleph on LinkedIn: https://www.linkedin.com/company/aleph-vc/ ‍Follow Aleph on Instagram: https://www.instagram.com/aleph.vc/ CREDITS Executive Producer: Erica Marom  Producer: Sofi Levak, Myron Shneider, Dalit Merenfeld Video and Editing: Nadav Elovic  Music and Creative Direction: Uri Ar  Content and Editorial: Kira Goldring, Jackie Goldberg Design: Rony Karadi

On this episode of Invested, Michael sits down with Dr. Shlomi Madar, the CEO of SpotitEarly. Madar is a PhD-trained molecular biologist with more than 15 years of leadership experience spanning oncology, diagnostics, and healthcare business development. At SpotitEarly, he leads the company’s U.S. buildout, overseeing strategic partnerships, clinical collaborations, and fundraising. He has held multiple leadership roles at the intersection of product strategy, commercialization, and clinical execution in high-stakes healthcare settings, across several biotech and digital health companies. Please rate this episode 5 stars wherever you stream your podcasts! KEY TOPICS  00:00 - Intro 02:50 - Theranos vs. Dogs: Why This Is Real 04:56 - Three Minutes to Detect Cancer 06:41 - Why Beagles Beat Other Dogs 09:02 - AI Watches Dogs’ Every Move 13:01 - Dogs + AI Break 90% Accuracy 13:43 - Blood Tests Miss Early Cancer Detection 16:26 - Stage One Cancer = 90% Survival 17:26 - Why Grail Fails at Early Detection 18:55 - Early Cancer Smells Stronger 22:26 - Selling Cancer Tests Direct-to-Consumer 27:22 - $250 a Year to Save Your Life 29:33 - Different Dogs for Different Cancers 30:10 - “This One’s for Ty” 42:22 - AI Can’t Replace Biological Sensors 46:00 - Dogs Smelled Disease 100 Years Ago 48:55 - You Can’t Buy a Cancer Test 50:46 - Message to RFK: Save Lives, Save Money 53:00 - Missile Strike Hit Cancer Labs 55:44 - Saving Lives vs Building Profits RESOURCES Follow Shlomi on Linkedin: https://www.linkedin.com/in/shlomimadar/  Learn more about SpotitEarly: https://www.spotitearly.com/  Subscribe to Invested here: https://content.aleph.vc/invested Learn more about Aleph: aleph.vc  Sign up for Aleph’s monthly email newsletter: https://newsletter.aleph.vc/ Subscribe to our YouTube channel: https://www.youtube.com/@aleph-vc/ Follow Michael on Twitter: twitter.com/mikeeisenberg Follow Michael on LinkedIn: https://www.linkedin.com/in/mieisenberg/ Follow Aleph on Twitter: https://x.com/aleph?s=20 ‍Follow Aleph on LinkedIn: https://www.linkedin.com/company/aleph-vc/ ‍Follow Aleph on Instagram: https://www.instagram.com/aleph.vc/ CREDITS Executive Producer: Erica Marom  Producer: Sofi Levak, Myron Shneider, Dalit Merenfeld Video and Editing: Ron Baranov, Nadav Elovic  Music and Creative Direction: Uri Ar  Content and Editorial: Kira Goldring Design: Rony Karadi

On this episode of Invested, Michael sits down with David Marcus, the CEO and co-founder of Lightspark. Most recently, he led all payments and crypto efforts on Meta/Facebook. In 2018, David started Diem (fka Libra). He joined Meta in 2014 to lead Messenger, which he took from under 200M monthly users to over 1.5B. Previously, he was PayPal’s President. A lifelong entrepreneur, David launched two companies in Europe and then founded mobile payments company Zong in Silicon Valley, which was acquired by PayPal in 2011.  Please rate this episode 5 stars wherever you stream your podcasts! KEY TOPICS  00:00 - Intro 01:54 - Dropping Out of College 05:07 - Elite Colleges Are Radicalizing Students 07:45 - AI Makes College Mostly Obsolete 15:30 - Libra Threatened the Global Financial Order 17:36 - Janet Yellen Personally Killed Libra 18:55 - Why Centralized Crypto Always Fails 19:40 - Bitcoin Is the Only Neutral Money 23:38 - Bitcoin Can’t Work - Until Lightning 26:05 - Bitcoin Replaces SWIFT and Banks 30:11 - Stablecoins Are Corporate Control Tools 33:45 - Bitcoin Enables Real De-Dollarization 36:10 - Most Financial Crime Isn’t Crypto 41:30 - Bitcoin Is the Ultimate Bar Mitzvah Gift 43:10 - Bitcoin Will Hit Seven Figures 44:05 - US Education Is a National Security Threat 47:35 - Parents Are Letting Kids Be Radicalized 54:20 - Mark Zuckerberg Backed Libra Until End 56:10 - Why Governments Fear Neutral Money 57:30 - Politics Destroyed My Faith in DC 59:10 - Israel, Iran, and Regime Change Hopes 01:03:45 - Europe’s Point of No Return RESOURCES Follow David on X: https://x.com/davidmarcus   Learn more about Lightspark: https://www.lightspark.com/  Subscribe to Invested here: https://content.aleph.vc/invested Learn more about Aleph: aleph.vc  Sign up for Aleph’s monthly email newsletter: https://newsletter.aleph.vc/ Subscribe to our YouTube channel: https://www.youtube.com/@aleph-vc/ Follow Michael on Twitter: twitter.com/mikeeisenberg Follow Michael on LinkedIn: https://www.linkedin.com/in/mieisenberg/ Follow Aleph on Twitter: https://twitter.com/mikeeisenberg ‍Follow Aleph on LinkedIn: https://www.linkedin.com/company/aleph-vc/ ‍Follow Aleph on Instagram: https://www.instagram.com/aleph.vc/ CREDITS Executive Producer: Erica Marom  Producer: Sofi Levak, Myron Shneider, Dalit Merenfeld Video and Editing: Ron Baranov, Nadav Elovic  Music and Creative Direction: Uri Ar  Content and Editorial: Kira Goldring Design: Rony Karadi

On this special episode of Invested, Michael Eisenberg curates the most compelling conversations and sharpest ideas from across our 2025 episodes. From Gavin Baker’s contrarian argument that climate change is already economically solved, to Nas Daily’s declaration that followers - and organic reach - are effectively dead, this episode captures the ideas that sparked the most debate, reflection, and conviction. We revisit investing legends through Sender Cohen’s comparison of George Soros and Stan Druckenmiller, explore post-acquisition realities inside Big Tech with Noam Bardin’s unfiltered reflections on Google, and unpack how companies like Fiverr and Wix reinvent perception and scale by building boldly for their next ten million users. Please rate this episode 5 stars wherever you stream your podcasts! KEY TOPICS  00:00 - Intro 00:46 – Gavin Baker: Why Global Warming Is a Solved Problem 03:54 – Sender Cohen on George Soros vs. Stan Druckenmiller 06:52 – Nas Daily: “Followers Are Dead” 07:45 – Noam Bardin’s Letter After Leaving Google 11:11 – Gali Arnon: the Genius Strategy for Growing Fiverr 13:01 – Micha Kaufman: Companies Don’t Owe You Career Growth 17:19 – Omri Casspi: Life After the NBA 19:07 – Adam Fisher: Sacrificing a Million Users for the Next 10 Million RESOURCES Subscribe to Invested here: https://content.aleph.vc/invested Learn more about Aleph: aleph.vc  Sign up for Aleph’s monthly email newsletter: https://newsletter.aleph.vc/ Subscribe to our YouTube channel: https://www.youtube.com/@aleph-vc/ Follow Michael on Twitter: twitter.com/mikeeisenberg Follow Michael on LinkedIn: https://www.linkedin.com/in/mieisenberg/ Follow Aleph on Twitter: https://twitter.com/mikeeisenberg ‍Follow Aleph on LinkedIn: https://www.linkedin.com/company/aleph-vc/ ‍Follow Aleph on Instagram: https://www.instagram.com/aleph.vc/ CREDITS Executive Producer: Erica Marom  Producer: Sofi Levak, Myron Shneider, Dalit Merenfeld Video and Editing: Ron Baranov, Nadav Elovic  Music and Creative Direction: Uri Ar  Content and Editorial: Kira Goldring Design: Rony Karadi

On this episode of Invested, Michael sits down with David Magerman, a co-founder and Managing Partner at Differential Ventures, a New York-based venture capital fund investing in deep technology companies that help power the data-driven economy. Previously, he spent the entirety of his career at Renaissance Technologies, widely recognized as the world’s most successful quantitative hedge fund management company. He helped found the equities trading group at Renaissance, joining the group in its earliest days, playing a lead role in designing and building the trading, simulation, and estimation software. David holds a PhD in Computer Science from Stanford University where his thesis on Natural Language Parsing as Statistical Pattern Recognition was an early and successful attempt to use large-scale data to produce fully-automated syntactic analysis of text. David is also the founder and president of Tzemach David, an education-focused foundation working to make education in Israel more accessible to English-speaking immigrants. Outside of his foundation's work, he is a significant contributor to the OU-JLIC in Israel, Koren Publications, Lori Palatnik's Momentum Unlimited, The City of David, and Rabbi Shlomo Katz's Shirat David, as well as some other more under-the-radar projects supporting the development and strength of the Land of Israel. Please rate this episode 5 stars wherever you stream your podcasts! KEY TOPICS  00:00 - Intro 02:55 - Why Wall Street’s Smartest Fund Rejected Finance People 06:04 - If You Can’t Close, You’re Useless 08:42 - The Hedge Fund That Invented Google Culture 12:58 - We Got Rich Solving Problems That Didn’t Matter 15:55 - How Jim Simons Proved Economists Were Wrong 17:23 - Success Was the Only Thing That Made Me Happy 18:28 - Why My Team Was Afraid of Me 21:56 - The Day I Realized No One Actually Cared 25:42 - Why Renaissance Was a Moral Failure 27:51 - I’m Glad I Made All the Wrong Choices 39:08 - AI Has Always Been a Scam 41:53 - The Truth About AI Demos No One Admits 44:55 - We Gave a Dangerous Technology to Children 45:33 - This AI Bubble Makes the Dot-Com Crash Look Small 52:38 - AI Is Killing the Next Generation of Engineers 55:47 - We’re Raising a Workforce That Can’t Think 56:42 - Most AI Use Cases Are Stupid 1:03:39 - How Tech Makes Money by Hurting People 1:08:34 - Why “Startup Nation” Is the Wrong Story RESOURCES Follow David on LinkedIn: https://www.linkedin.com/in/david-magerman-954b25174/ Learn more about Differential Ventures: https://www.differential.vc/  Subscribe to Invested here: https://content.aleph.vc/invested Learn more about Aleph: aleph.vc  Sign up for Aleph’s monthly email newsletter: https://newsletter.aleph.vc/ Subscribe to our YouTube channel: https://www.youtube.com/@aleph-vc/ Follow Michael on Twitter: twitter.com/mikeeisenberg Follow Michael on LinkedIn: https://www.linkedin.com/in/mieisenberg/ Follow Aleph on Twitter: https://twitter.com/mikeeisenberg ‍Follow Aleph on LinkedIn: https://www.linkedin.com/company/aleph-vc/ ‍Follow Aleph on Instagram: https://www.instagram.com/aleph.vc/ CREDITS Executive Producer: Erica Marom  Producer: Myron Shneider, Sofi Levak Video and Editing: Ron Baranov, Nadav Elovic  Music and Creative Direction: Uri Ar  Content and Editorial: Kira Goldring Design: Rony Karadi

On this episode of Invested, Michael sits down with Jeff Clavier, the Founding Partner at Uncork Capital, a seed-stage venture firm in Palo Alto and San Francisco. Clavier founded Uncork Capital in 2004 (then called SoftTech VC) to provide active support and capital for companies in their first 18 months of life. Jeff has helped numerous companies reach successful outcomes, including Fitbit (NYSE: FIT), SendGrid (NYSE: SEND, Twilio), Eventbrite (NYSE: EB), Postmates (Uber), and Poshmark (NASDAQ: POSH). His current investments include ClassDojo, DroneDeploy, Shippo, Front, Loft Orbital, and Carrot Fertility. Jeff was born in France and graduated from Université Paris Descartes with an M.S. in Computer Science. He was formerly the CTO and an early employee at Effix, a fintech startup that sold to Reuters. In 2000, he immigrated to the U.S. and joined RVC, Reuters’ $450 million corporate venture capital fund, as a general partner. He recently wrapped up his four-year term on the board of the National Venture Capital Association. One of the early VC bloggers in 2004, Jeff is now a popular conference speaker and social media/TV commentator. When he is not spending time with Uncork’s portfolio companies, Jeff enjoys traveling, skiing, hiking, scuba diving, collecting wine, and hanging out with friends and family. Please rate this episode 5 stars wherever you stream your podcasts! KEY TOPICS  00:00 - Intro 03:52 - Is Seed Investing Just “VC Tourism”? 06:08 - Why Being a “VC Lifer” Matters 08:35 - How Uncork Wins 91% of its Term Sheets 11:59 - GP Fundraising is Harder Than Startup Fundraising 14:15 - Capital Bottleneck in Private Markets  16:38 - Now it Takes 15 Years to Prove You’re a Good VC 20:46 - The Real Choke Point in Venture Isn’t Seed 26:13 - The “Three Asses” Rule 29:00 - Gut Feel vs. Process 32:54 - Passing on LinkedIn and Uber 37:45 - How Do You Know if You’re Actually Good at Venture? 41:19 - Succession Planning: Stepping Back After 21 Years 46:09 - Uncork Can’t Depend on One Person 47:05 - From Venture to Winemaking  52:15 - Go Narrow First RESOURCES Follow Jeff on X - https://x.com/jeff Learn more about Uncork Capital - https://uncorkcapital.com Subscribe to Invested here: https://content.aleph.vc/invested Learn more about Aleph: aleph.vc  Sign up for Aleph’s monthly email newsletter: https://newsletter.aleph.vc/ Subscribe to our YouTube channel: https://www.youtube.com/@aleph-vc/ Follow Michael on Twitter: twitter.com/mikeeisenberg Follow Michael on LinkedIn: https://www.linkedin.com/in/mieisenberg/ Follow Aleph on Twitter: https://twitter.com/mikeeisenberg ‍Follow Aleph on LinkedIn: https://www.linkedin.com/company/aleph-vc/ ‍Follow Aleph on Instagram: https://www.instagram.com/aleph.vc/ CREDITS Executive Producer: Erica Marom  Producer: Myron Shneider, Sofi Levak Video and Editing: Ron Baranov Music and Creative Direction: Uri Ar  Content and Editorial: Kira Goldring Design: Rony Karadi

On this episode of Invested, Michael sits down with Dr. Jacques Benkoski, a seasoned technologist, operator, and venture capitalist with a career spanning research, corporate, startups, and international investing. As a partner at U.S. Venture Partners (USVP), Jacques brings decades of experience investing in the U.S. and Israel across cloud infrastructure, enterprise software, and cybersecurity. A speaker and mentor, he has taught his Market Entry Strategy seminar to over 5,000 entrepreneurs and released an expanded version of these materials in the eponymous book to help entrepreneurs turn vision into execution, and scale with purpose. Please rate this episode 5 stars wherever you stream your podcasts! KEY TOPICS  00:00 - Intro 03:59 - Riding the Dot-Com Wave  08:09 - Joining USVP & the Israel Strategy 12:06 - Bubbles Are Good 14:50 - AI Adoption Will Follow Workflows, Not Replace Them 17:44 - 95% of AI Projects Fail - and That’s Normal 19:21 - Israel’s Biggest Founder Weakness 20:45 - Why Being Founder-Friendly isn’t Helpful  24:16 - The Wiz Effect 31:20 - Jacques’s Market Entry Strategy 38:49 - Why ‘Crossing the Chasm’ Is Obsolete 47:19 - War Doesn’t Affect Investment in Israel 52:00 - Israeli Trait That Hurts Sales 56:16 - The Galapagos Syndrome RESOURCES Follow Jacques on LinkedIn: https://www.linkedin.com/in/jacques-benkoski-ab9133 “The Market Entry Strategy” Book: https://a.co/d/etw96SX Subscribe to Invested here: https://content.aleph.vc/invested Learn more about Aleph: aleph.vc  Sign up for Aleph’s monthly email newsletter: https://newsletter.aleph.vc/ Subscribe to our YouTube channel: https://www.youtube.com/@aleph-vc/ Follow Michael on Twitter: twitter.com/mikeeisenberg Follow Michael on LinkedIn: https://www.linkedin.com/in/mieisenberg/ Follow Aleph on Twitter: https://twitter.com/mikeeisenberg ‍Follow Aleph on LinkedIn: https://www.linkedin.com/company/aleph-vc/ ‍Follow Aleph on Instagram: https://www.instagram.com/aleph.vc/ CREDITS Executive Producer: Erica Marom  Producer: Myron Shneider, Sofi Levak Video and Editing: Ron Baranov Music and Creative Direction: Uri Ar  Content and Editorial: Kira Goldring Design: Rony Karadi