Lotan Levkowitz

Everyone now agrees data decides the AI era. That consensus is right, and it is only half the picture. Proprietary data is a head start. A moat is data that compounds.

A dozen companies own the entire conversation about AI. The most interesting companies being built right now are not on that list. Consensus is priced; hard is the moat.

Israel was always the startup nation, world-class at building technology for everyone else. It never became the adoption nation. That gap, which always looked like a weakness, is exactly what makes the layoffs an opportunity.

They didn't have a startup yet. They didn't even have a defined idea. What they had was impossible to fake: the kind of team dynamics you only see in teams who have been through real battles together.

Turning human-delivered services into software while keeping the human support that lets customers make the transition. The potential dwarfs traditional SaaS, and the barrier is operational, not technological.

Lessons from a decade partnering with AI founders building and selling enterprise solutions: embedding AI where it adds value, driving adoption, and building data strategies that compound.

100+ SDLC-focused startups, $5B raised in a decade, and research across dozens of founders and buyers: where budgets actually go, why founders lost faith in PLG, and what sells.