The Next Generation of Cybersecurity - with Yevgeny Dibrov
Find us on:📺 YouTube📸 Instagram💼 LinkedIn𝕏 Michal on X𝕏 Yonatan on X📩 Write to us here📈Our WYNDEX update for today:We’re seeing mixed signals for the WYNDEX this week. The index shed 1.53% beating NASDAQ by almost 0.5% but falling below S&P by 0.77%. In the green: Pluristem (the carrot protein drug developer we discussed in the past) tops the flock with a 17.33% rise. Another notable climb was registered by the 2025 joiner, E-Toro with a 16.11% climb. In the red: We continue to see tough sentiment for Monday.com, which shed 15% on the week, 45% from its 2025 peak and ~25% year-to-date. Another 2025 Wyndex joiner, Via, shed 13.5% this week, falling below its IPO price. 🔎And our Long Play today is a conversation with Yevgeny Dibrov, cofounder and CEO of cyber company Armis, which just raised a $435 million pre-IPO funding round at a valuation of $6.1 billion. Yevgeny worked with the Wiz team at their first company, Adallom, which was bought by Microsoft. He started Armis about ten years ago and today it’s one of the most highly valued Israeli-founded cyber startups… we’ll talk to him about the state of Israeli cyber + why more companies in the space don’t make it all the way to an IPO. 📅 New episodes drop every WednesdayWhat’s Your Number? is hosted from Tel Aviv and Silicon Valley by Yonatan Adiri — Israeli entrepreneur and former advisor to President Shimon Peres — and Michal Lev-Ram, Israeli-born Silicon Valley-based tech journalist and contributing editor at Fortune. Together, they unpack the headlines, trends, and data driving Israel’s economy and its future. ⚖️ LEGAL DISCLAIMERThis podcast offers general business and economic information and is not a comprehensive summary for investment decisions. It does not recommend or solicit any investment strategy or security. 🎧 CREDITS:Hosts - YONATAN ADIRI and MICHAL LEV-RAMExecutive Producer - ADAAM JAMES LEVIN-AREDDYSound and Video editing - MARTIN HUERGOMusic - MIDNIGHT GENERATION
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Israel's Exposure to the AI Bubble
Find us on:📺 YouTube📸 Instagram💼 LinkedIn𝕏 Michal on X𝕏 Yonatan on X📩 Write to us here📈Our WYNDEX update for today:It was a tough week all around. The NASDAQ and S&P shed some serious AI market cap and while WYNDEX was in the red - though it significantly outperformed both NASDAQ and S&P. In numbers: NASDAQ lost 3.96% and S&P lost 2.23%, while the WYNDEX lost 1.26%. That’s 2.7% better than NASDAQ and 0.97% compared to the S&P.🎯Our Big Shorts for today:India and Israel sign defense MOU: India will reportedly acquire missile systems from Israel Aerospace Industries (IAI) for $3.75B, and IAI will convert six commercial planes into Indian Air Force refueling aircraft. A Goldman Sachs report, published after the ceasefire went into effect last month, is (cautiously) optimistic on economic growth in Israel, largely due to an easing of labor market constraints. We dive into the numbers from the report…🔎And our Long Play today is a look at the AI bubble - which is not quite bursting but showing some cracks (some are calling it a “wobble”) - and what Israel’s exposure is if we see a broader/deeper correction take place in both public and private market valuations. 📅 New episodes drop every WednesdayWhat’s Your Number? is hosted from Tel Aviv and Silicon Valley by Yonatan Adiri — Israeli entrepreneur and former advisor to President Shimon Peres — and Michal Lev-Ram, Israeli-born Silicon Valley-based tech journalist and contributing editor at Fortune. Together, they unpack the headlines, trends, and data driving Israel’s economy and its future. ⚖️ LEGAL DISCLAIMERThis podcast offers general business and economic information and is not a comprehensive summary for investment decisions. It does not recommend or solicit any investment strategy or security. 🎧 CREDITS:Hosts - YONATAN ADIRI and MICHAL LEV-RAMExecutive Producer - ADAAM JAMES LEVIN-AREDDYSound and Video editing - MARTIN HUERGOMusic - MIDNIGHT GENERATION
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Building the Space Highway - with Hila Haddad
Find us on:📺 YouTube📸 Instagram💼 LinkedIn𝕏 Michal on X𝕏 Yonatan on X📩 Write to us here📈Our WYNDEX update for today:The WYNDEX is back in the green this week: 0.82% to be exact, slightly (0.02%) above the NASDAQ and 0.9% above the S&P. In the green is the Israeli direct-to-consumer digital gang, including Monday.com, Global E, and Wix, with Lemonade topping the chart at 15.23% increase for the week ending on November 1st. In the red, we have one of Israel’s top cyber companies, Varonis, shedding 43.5%. The company published disappointing third-quarter results and sharply lowered its guidance for the full year, which triggered a strong investor backlash. 🔎Our Long Play today is: An interview with Hila Haddad, an aerospace engineer and entrepreneur who has worked on various defense and infrastructure projects in Israel. We speak with Hila about Israel’s space program and its strengths and weaknesses, the innovation coming from the private sector, and why space is so critical to national security. 📅 New episodes drop every WednesdayWhat’s Your Number? is hosted from Tel Aviv and Silicon Valley by Yonatan Adiri — Israeli entrepreneur and former advisor to President Shimon Peres — and Michal Lev-Ram, Israeli-born Silicon Valley-based tech journalist and contributing editor at Fortune. Together, they unpack the headlines, trends, and data driving Israel’s economy and its future. ⚖️ LEGAL DISCLAIMERThis podcast offers general business and economic information and is not a comprehensive summary for investment decisions. It does not recommend or solicit any investment strategy or security. 🎧 CREDITS:Hosts - YONATAN ADIRI and MICHAL LEV-RAMExecutive Producer - ADAAM JAMES LEVIN-AREDDYSound and Video editing - MARTIN HUERGOMusic - MIDNIGHT GENERATION
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Can Israel Create the Next Nvidia? - with Elad Raz
Find us on:📺 YouTube📸 Instagram💼 LinkedIn𝕏 Michal on X𝕏 Yonatan on X📩 Write to us here📈Our WYNDEX update for today:Last week we recorded the first episode in eight weeks in which the WYNDEX underperformed the S&P and NASDAQ indices… But that episode never aired due to the AWS outage. Since we are now reviewing a two-week period (October 13 through 25), the WYNDEX has rebounded to the green: 2.26% to be exact, practically on par with both S&P and NASDAQ in the respective period.🔎Our Long Play today is:An interview with Elad Raz, founder and CEO of NextSilicon, a startup that has pioneered a new chip infrastructure for use in high performance computing, and has huge implications when it comes to AI… we’re going to talk to Elad about where this technology is going and the role Israeli innovation - like his - can play in this new era where compute power is the new oil.📅 New episodes drop every WednesdayWhat’s Your Number? is hosted from Tel Aviv and Silicon Valley by Yonatan Adiri — Israeli entrepreneur and former advisor to President Shimon Peres — and Michal Lev-Ram, Israeli-born Silicon Valley-based tech journalist and contributing editor at Fortune. Together, they unpack the headlines, trends, and data driving Israel’s economy and its future. ⚖️ LEGAL DISCLAIMERThis podcast offers general business and economic information and is not a comprehensive summary for investment decisions. It does not recommend or solicit any investment strategy or security. 🎧 CREDITS:Hosts - YONATAN ADIRI and MICHAL LEV-RAMExecutive Producer - ADAAM JAMES LEVIN-AREDDYSound and Video editing - MARTIN HUERGOMusic - MIDNIGHT GENERATION
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Israel's Post-War Economy
Find us on:📺 YouTube📸 Instagram💼 LinkedIn𝕏 Michal on X𝕏 Yonatan on X📩 Write to us here📈Our WYNDEX update for today:September 29th to October 11th was another period of the WYNDEX in the green, albeit showing just a modest 0.42% growth rate. Meanwhile, both NASDAQ and the S&P were down in the same period. The WYNDEX’s biggest mover was Compugen, a 20-year publicly traded drug company, which was up 25% due to positive results in clinical trials for ovarian cancer drugs. However, Israeli digitals, particularly on the consumer side, have suffered these past couple of weeks. 🔎And our Long Play today is a conversation between Yonatan and Michal about how the end of the Gaza war could shape Israel’s economy. We’ve discussed in previous episodes how Israel’s war against Hamas has hit parts of the economy – and spared others – especially considering the hundreds of thousands of reservists who’ve been forced to leave their civilian lives multiple times to fight on the frontlines. Today, we ask how the resumption of “normal life” will alter the economy we’ve experienced over the past two years. Also, will the Gaza deal bring more regional states toward the Abraham Accords?📅 New episodes drop every WednesdayWhat’s Your Number? is hosted from Tel Aviv and Silicon Valley by Yonatan Adiri — Israeli entrepreneur and former advisor to President Shimon Peres — and Michal Lev-Ram, Israeli-born Silicon Valley-based tech journalist and contributing editor at Fortune. Together, they unpack the headlines, trends, and data driving Israel’s economy and its future. ⚖️ LEGAL DISCLAIMERThis podcast offers general business and economic information and is not a comprehensive summary for investment decisions. It does not recommend or solicit any investment strategy or security. 🎧 CREDITS:Hosts - YONATAN ADIRI and MICHAL LEV-RAMExecutive Producer - ADAAM JAMES LEVIN-AREDDYSound and Video editing - MARTIN HUERGOMusic - MIDNIGHT GENERATION
Hosted by Yonatan Adiri and Michal Lev-Ram, What’s Your Number? is a weekly podcast from Ark Media, looking at the Israeli economy through a global lens.
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