Partner @dtcp_capital, Investor @FireGlass (Symantec) @FreeD (Intel) @DynamicYield (McDonald’s) @AppsFlyer @SafeBreach @PerimeterX @Siemplify (Google) @Dremio

Menlo Park, CA
Joined March 2009
I saw "Died Suddenly" trending and I mistakenly thought it had to do with the economy
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Bankman Fried, VCs Burned, Employees Fired. – at San Francisco, CA
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Replying to @chamath
@chamath with @orenzeev: the marginal cost of energy goes to zero. The electrical bill will compound at 3-11 % annually. PG&E will spend hundreds of millions on network. It’s inefficient. Soon we’ll lease electricity via solar. 100m people at home will compete with the utilities. – at Palo Alto, CA
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Electricity will be free. Cost of compute will go to zero. Teraflops of compute are compounding. With compute & power a billion spend will be like a million dollars today. Imagine what you could do with a billion. – at Palo Alto, CA
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You know you are in Israel when the President’s kindergarten nickname makes it to the official agenda of a global tech event.
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Or when the former PM is on stage and no one seems to care.
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It’s 2022 and everyone is still doing panels. Panels are the most efficient way to waste *everyone’s* time. – at Palo Alto, CA
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Investor panel at @iconbuzz 2022. @ravirajjain says there is plenty of capital, @lightspeedvp has billions in dry powder for growth, but expectations of Series A and Series B investors have changed. Anecdotally, his last net-new deal was back in 2020… #beanicon
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2 days, roughly 20 investors, over 30 founders from seed to growth. One conclusion: the idea of single-digit multiples for healthy, growing businesses is still widely considered as an anomaly or even science-fiction. A long road ahead.
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Time to invest in abortion tourism.
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The best thing about Valet parking - I can’t lose my car keys. The worst thing about Valet parking - I keep panicking that I have lost my car keys.
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Not sure why @elonmusk is so obsessed with @boringcompany. I spent a day at @RSA2022 and there are SO MANY BORING COMPANIES.
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Replying to @OmerPerchik
אז למי ששאל אני שון, החייל שמשתחרר מהסיפור. בכנות ממש לא ציפיתי לכל תשומת הלב הזו אבל אני עדיין מחפש להכנס לחברת הייטק בתפקיד של ג׳וניור אחרי השחרור. מוזמנים לפנות אלי בפרטי 🙏
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#nbaplayoff record for most 3 pointer misses in a game broken by #warriors and #Grizzlies - 54 misses. In fact, it was such a bad game that they broke the all time #NBA record for missed 3s held by #knicks and #76ers.
It’s amazing to see how many people are even more bullish about Israeli innovation and VC investments in Israel now than they have been before the market correction. People seems to believe Israel is under-represented in tech innovation indexes.
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Is being “post-revenue” a thing now? Is it even proper English? Two startup founders wrote me separately that they are post-revenue. I swear I struggled for a few seconds to understand why they lost their revenue.
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Another mega-round for a mega-company. 9th unicorn in the @dtcp_capital portfolio (and counting!).
We’re pleased to announce @dtcp_capital's participation in @Iterable's $ 200m growth funding. This Series E investment accelerates Iterable’s AI-powered solutions that engage over 4 billion consumers. @vincivento @youngjhmb @TPreuss @guyh @IritKahan bit.ly/DTCP_Iterable
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I got a FB friend request from an attractive doctor, Chris Muller. His profile had some cool photos. One had his hospital name. In another he had a badge with the name Rene. 1+1 and a 30 sec of a search revealed the owner of the photos: @DoctorSotelo. Who’s behind it and why me?
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US VCs & Israeli founders. An intriguing combination with lots of potential - and potential pitfalls. Tomorrow we will talk to investors & founders to hear their takes: ⁦@timguleri⁩ ⁦@Sierra_Ventures⁩, Eynat Guez ⁦@Papaya_Global⁩ & more! joinclubhouse.com/event/mJg7…
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Emerging managers in Europe - a good list, interesting to see the growth diversity on one hand and convergence of geos (especially Nordics).