Shahar Cohen (Lucid Capital)๐Ÿ‘“ (@LucidCap) header
Shahar Cohen (Lucid Capital)๐Ÿ‘“ (@LucidCap) profile picture

Shahar Cohen (Lucid Capital)๐Ÿ‘“

@LucidCap

We're time-travelers disguised as tech investors, harnessing our SW engineering background, PM experience, and strategy roots to see through the tech forests

 Tel Aviv, Startup Nation
LucidCap.net
Joined May 2012
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Photo by Shahar Cohen (Lucid Capital)๐Ÿ‘“ (@LucidCap)Photo by Shahar Cohen (Lucid Capital)๐Ÿ‘“ (@LucidCap)Photo by Shahar Cohen (Lucid Capital)๐Ÿ‘“ (@LucidCap)Photo by Shahar Cohen (Lucid Capital)๐Ÿ‘“ (@LucidCap)Photo by Shahar Cohen (Lucid Capital)๐Ÿ‘“ (@LucidCap)Photo by Shahar Cohen (Lucid Capital)๐Ÿ‘“ (@LucidCap)Photo by Shahar Cohen (Lucid Capital)๐Ÿ‘“ (@LucidCap)Photo by Shahar Cohen (Lucid Capital)๐Ÿ‘“ (@LucidCap)
ืžื“ื“ ื”ื‘ื•ืขื” ืžืฉืœื™ื ื”ืชืจืกืงื•ืช ืฉืœ 75%, ืžื” ืฉืœืงื— ืฉื ืชื™ื™ื ื‘ 2000 ืงืจื” ื‘ืจื‘ืขื•ืŸ ืื—ื“. ื ืืกื“ืง ื‘ืžื™ื ื•ืก 13% ืžื”ืฉื™ื ื•ื™ื—ื“ ืขื ื” S&P500 ืฉื•ื‘ืจื™ื ืžืžื•ืฆืข ื ืข 200 ืœืžื˜ื”, ืงืจื™ืคื˜ื• ื‘ืžื™ื ื•ืก 50% ื•ืžืชืงืจื‘ ืœ Liquidation Doom. ืœืื™ืคื” ื”ื•ืœื›ื™ื ืžื›ืืŸ ื‘ 7 ื ืงื•ื“ื•ืช, ืฉืจืฉื•ืจ ืœื™ื–ืžื™ื, ื‘ื•ืจื“ื™ื ื•ืžืฉืงื™ืขื™ ื˜ื›ื ื•ืœื•ื’ื™ื”
Image from Shahar Cohen (Lucid Capital)๐Ÿ‘“ (@LucidCap)
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ืื™ืคื” ืื ื—ื ื• ื‘ืกื™ื™ืงืœ ื”ืฉื‘ื‘ื™ื ื•ื”-AI? ืžื”ื ื”ืกืงื˜ื•ืจื™ื ื‘ืฉื‘ื‘ื™ื ื”ื‘ืื™ื ืœื”ื ื•ืช ืžืžื”ืคื™ื›ืช ื” AI ? ืขืœ ื›ืœ ืืœื• ื ื“ื‘ืจ ื‘ืคืื ืœ ืฉืื ื—ื” ื‘ื›ื ืก ื’ืœื•ื‘ืก ืขื ื™ื•"ืจ ืงืžื˜ืง, ืžื ื›ืœ ืืคืœื™ื™ื“ ืžื˜ืจื™ืืœืก ื™ืฉืจืืœ, ื™ื•ืชื ืขื™ืจื•ื ื™ - ืžื ื”ืœ ืžืขืจืš ืžื ื™ื•ืช ื—ื•ืœ, ืืœื˜ืฉื•ืœืจ ื’ืžืœ ื™ื•ื ื' 8.11.2026 ื™ืฉ ืœื™ ืžืกืคืจ ื”ื–ืžื ื•ืช ื—ื™ื ื, ืžื™ ืฉืžืขื•ื ื™ื™ืŸ ืฉื™ืฉืœื— ืœื™ DM ื‘ืคืจื˜ื™ ื‘ื‘ืงืฉื” globes.co.il/news/home.aspx?โ€ฆ
ืœืจืื•ืช ืžืขื‘ืจ ืœื˜ืจื ื“

ืœืจืื•ืช ืžืขื‘ืจ ืœื˜ืจื ื“

ืœื–ื”ื•ืช ืžื’ืžื•ืช ืคื™ื ื ืกื™ื•ืช ืฉืžื—ื–ื™ืงื•ืช ืœืื•ืจืš ืฉื ื™ื

globes.co.il
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4 ืชื•ื‘ื ื•ืช ืžืชื•ืฆืื•ืช ื”ื‘ื—ื™ืจื•ืช ื‘ื”ื ื—ื” ืฉื”ืžื“ื’ืžื™ื ื ื›ื•ื ื™ื: ื. ืื ื™ืฉืจืืœ ื”ืžืฉืจืชืช, ื”ื ื•ืฉืืช ื‘ื ื˜ืœ ืžืฆืœื™ื—ื” ืœื”ื‘ื™ื 52-53 ืžื ื“ื˜ื™ื, ืฉื›ื•ืœืœื™ื 2 ืžื ื“ื˜ื™ื ืฉืœ ื™ืฉืจืืœื™ื ืฉื”ื’ื™ืขื• ืžื—ื•ืœ, ื•ื›ืžืขื˜ 4 ืžื ื“ื˜ื™ื ืฉื•ื™ื ื˜ืจ ื•ื”ืฆื™ื‘ื•ืจ ื”ื—ืจื“ื™ ื‘ื–ื‘ื–ื•, ืื– ืขื‘ืจื ื• ืืช ื ' ื”ืืœ ื—ื–ื•ืจ ื‘ื“ืžื•ื’ืจืคื™ื” - ืœื ืชื”ื™ื” ืชื•ืฆืื” ื˜ื•ื‘ื” ืžื–ื• ืœืขื•ืœื ืœื’ื•ืฉ ืฉืžืฉืจืช ืืช ื™ืฉืจืืœ. ื‘. ื‘ื ื™ื’ื•ื“ ืœื—ืฉื™ื‘ื” ื”ืžืงื•ื‘ืœืช, ืื™ืŸ ืฉื•ื ืžืฉืžืขื•ืช ืื ื‘ื™ื‘ื™ ืขืฃ ืื• ืœื, ื›ื™ ื›ืœ ืžื ื”ื™ื’ ืœื™ื›ื•ื“ ืขืชื™ื“ื™ ื™ื‘ื™ืŸ ืฉื›ื“ืื™ ืœื• ืœื”ืžืฉื™ืš ืืช ื‘ืจื™ืช ื”ื”ืฉืชืžื˜ื•ืช ืขื ื”ื—ืจื“ื™ื, ื›ื™ ืื™ืŸ ืœืฆื“ ื”ืฉื ื™ ืฉื•ื ืกื™ื›ื•ื™ ืœื”ืจื›ื™ื‘ ืงื•ืืœื™ืฆื™ื”. ื•ืื ื™ืจื›ื™ื‘ ื”ื™ื ืœื ื‘ืช ืงื™ื™ืžื (ื›ื™ ื›ืœ ื—"ื› ืขืจื‘ื™ ื™ื›ื•ืœ ืœืคืจืง ืืช ื”ืžืžืฉืœื” ืื ื™ืฉืจืืœ ืœื ืชืคืกื™ืง ืžื‘ืฆืข ืฆื‘ืื™ ื›ื–ื” ืื• ืื—ืจ) ื’. ื›ืœื•ืžืจ ื‘ืชื•ืจืช ื”ืžืฉื—ืงื™ื, ื™ื”ื™ื” ืžืขื‘ืจ ืžืฉืžืขื•ืชื™ ื‘ื™ืŸ ื’ื•ืฉื™ ืจืง ืฉื”ื”ืžื—ื™ืจ ืฉืœ ื‘ืจื™ืช ื”ืžืฉืชืžื˜ื™ื ื•ื”ืžืฉื™ื—ื™ื™ื ื™ื”ื™ื” ื ื•ื›ื— (ื”ื’ื™ืจืช ืฉืœ ืขืฉื™ืจื•ื ื™ 9-10, ื•ืžืฉืจืชื™ ื”ืžื“ื™ื ื”, ืกื ืงืฆื™ื•ืช, ื’ืจืขื•ืŸ ืขืฆื•ื ืฉื™ื•ื‘ื™ืœ ืœืžืฉื‘ืจ ื›ืœื›ืœื™ ื•ื›ื•) - ืจืง ืื– ืชื•ืคื ื ื”ืžืฉืžืขื•ืช ืฉืœ ื”ื‘ืจื™ืช ื”ื–ื• ื‘ืงืจื‘ ืžืฆื‘ื™ืขื™ ื”ื‘ื™ื‘ื™ื–ื - ืœื›ืŸ ืฉื•ืจื˜ ื™ืฉืจืืœ ืขื“ ืœื”ืชืคื›ื—ื•ืช ื”ื–ื•. ื“. ื’ื ืื ืชื”ื™ื” ืžืžืฉืœืช ืื—ื“ื•ืช - ืื– ืชืžื™ื“ ื™ื”ื™ื” ืื™ื ื˜ืจืก ืœืจืืฉ ืžืคืœื’ืช ื”ื‘ื™ื‘ื™ืกื˜ื™ื (ื’ื ืื ื–ื” ืœื ื‘ื™ื‘ื™, ืจืื• ืกืขื™ืฃ ื‘') ืœืคืจืง ืืช ื”ืžืžืฉืœื” ื•ืœืœื›ืช ืœื‘ื—ื™ืจื•ืช ืขื ื”ืžืกืจ: "ืื ื™ ื”ื™ื—ื™ื“ ืฉื™ื›ื•ืœ ืœื”ืงื™ื ืžืžืฉืœื” ื‘ืœื™ ื”ืขืจื‘ื™ื" ื•ืœื›ืŸ ื™ืฉืจืืœ ืชืฆื˜ืจืš ืœืฉืœื ืืช ืžื—ื™ืจ ื‘ืจื™ืช ื”ืžืฉืชืžื˜ื™ื ื›ื“ื™ ืœื”ืชืคื›ื—
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ื”ืขืจื”: ืจื‘ื™ื ืžืžืฆื‘ื™ืขื™ ืกืžื•ืจื˜ื™ืฅ' ื•ื”ืœื™ื›ื•ื“ ืฉื™ื™ื›ื™ื ืœื™ืฉืจืืœ ื”ืžืฉืจืชืช. ื–ื” ืขื“ื™ื™ืŸ ืœื ืกื•ืชืจ ืืช ื”ืžืกืจ, ื™ืฉืจืืœ ื”ืžืฉืจืชืช (ืฉื›ื•ืœืœืช ื’ื ืื•ืชื) ืชืฆื˜ืจืš ืœืฉืœื ืืช ืžื—ื™ืจ ื”ืžืฉื™ื—ื™ืกื˜ื™ื ื•ื”ืžืฉืชืžื˜ื™ื, ืขืœ ืžื ืช ืœื”ื‘ื™ืŸ ืฉื”ื‘ืจื™ืช ื”ืืžื™ืชื™ืช ืขื•ื‘ืจืช ื‘ื™ืŸ ื”ืžืฉืจืชื™ื ืœื ืžืฉื ื” ืื ื”ื ืžืฉืžืืœ ืื• ืžื™ืžื™ืŸ. ื•ืœื”ืฆื‘ื™ืข ืœืžื•ืขืžื“ ืฉื‘ืžืงื•ื ืœืชืงื•ืฃ ืืช ืืœื• ืฉืžืฉืจืชื™ื ืืช ื™ืฉืจืืœ ืžื”ืžืจื›ื– ืื• ืžื”ืฉืžืืœ, ื™ื“ืื’ ืฉื”ื ื˜ืœ ื™ื—ื•ืœืง ืขืœ ื›ื•ืœื ื’ื ื‘ืฆื“ ื”ื›ืœื›ืœื™ ื’ื ื‘ืฆื“ ื”ืฆื‘ืื™.
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ื”ืžืฉืžืขื•ืช ืฉืœ ื”ืชื•ืฆืื•ืช: ื‘ืกื™ื‘ื•ื‘ ื”ื‘ื—ื™ืจื•ืช ื”ื‘ื ื”ืจื‘ื” ืžืืœื” ืฉื”ืฆื‘ื™ืขื• ืœื’ื“ื™ ื•ื‘ื ื˜ ื™ื—ื–ืจื• ืœื‘ื™ื‘ื™ ื‘ื’ืœืœ ื”ืคื—ื“ ืžื”-17 ืžื ื“ื˜ื™ื ืฉืœ ื”ืขืจื‘ื™ื. ื‘ื™ื‘ื™ ืžื‘ื™ืŸ ืืช ื–ื” ื•ืœื›ืŸ ื™ื“ืจื•ืฉ ื”ื›ืœ ื‘ืžืฉื ื•ืžืชืŸ ื”ืงื•ืืœื™ืฆื™ื•ื ื™ ื›ื“ื™ ืœื”ื’ื™ืข ืœื‘ื—ื™ืจื•ืช ื ื•ืกืคื•ืช. ืœืคื ื™ ื’ื•ืฉ ื”ืžืฉืจืชื™ื ืขื•ืžื“ืช ื“ื™ืœืžื” ืื›ื–ืจื™ืช ืžืื•ื“
ื ื“ื‘ ืื™ืœ Nadav Eyal (@Nadav_Eyal) profile pictureื ื“ื‘ ืื™ืœ Nadav Eyal
@Nadav_EyalOct 27
ื”ื ื” ื”ืขื•ื‘ื“ื” ื”ื™ื—ื™ื“ื” ืฉืื™ืŸ ื‘ื” ืคืจืฉื ื•ืช: ื’ื•ืฉ ื ืชื ื™ื”ื• ื”ืคืกื™ื“ ืืช ื”ื‘ื—ื™ืจื•ืช ื”ืืœื”. ื”ืื ื™ืฆืœื™ื— ืœื’ืจื•ืจ ืœืขื•ื“ ื‘ื—ื™ืจื•ืช ื‘ื’ืœืœ ืคื™ืฆื•ืœ ื‘ืื•ืคื•ื–ื™ืฆื™ื”? ื ืจืื”.
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ืžืฉืงื™ืฃ ื‘ืงืœืคื™ ื‘ืจืืฉื•ืŸ ืœืฆื™ื•ืŸ- ื”ื’ืขืชื™ ืœื•ื•ื“ื ืฉื”ืกืคื™ืจื” ืชืชื ื”ืœ ื›ืžื• ืฉืฆืจื™ืš. ืื’ื‘ ื‘ืžืชื—ื ื›-10 ืงืœืคื™ื•ืช ืื™ืŸ ื‘ืืฃ ืื—ืช ืชื•ืจ
Image from Shahar Cohen (Lucid Capital)๐Ÿ‘“ (@LucidCap)
Image from Shahar Cohen (Lucid Capital)๐Ÿ‘“ (@LucidCap)
Image from Shahar Cohen (Lucid Capital)๐Ÿ‘“ (@LucidCap)
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teapawt.org/democratechil/status/2โ€ฆ
ืžื—ืืช ื”ื”ื™ื™ื˜ืง (@democratechil) profile pictureืžื—ืืช ื”ื”ื™ื™ื˜ืง
@democratechilOct 27
ื‘ื•ืื• ื ืฉืžื•ืจ ืขืœ ืขื•ื“ ืงืœืคื™ื•ืช ื’ื ื‘ืขืจื‘ ื•ื‘ืกืคื™ืจื”, ืืคื™ืœื• ืœื›ืžื” ืฉืขื•ืช! ื™ืฉ ื”ืจื‘ื” ืงืœืคื™ื•ืช ืคื ื•ื™ื•ืช ืœืฉื™ื‘ื•ืฅ - ื”ืฉืชื‘ืฆื• ืœืžืฉืžืจืช ืขืจื‘, ืœื›ืžื” ืฉืขื•ืช ืฉื™ื›ื•ืœื™ื! ื—ืกืจื™ื ืื ืฉื™ื ื‘: ๐Ÿ“ื™ืจื•ืฉืœื™ื ๐Ÿ“ืžืขืœื” ืื“ื•ืžื™ื ๐Ÿ“ืืฉื“ื•ื“ ๐Ÿ“ืืฉืงืœื•ืŸ ๐Ÿ“ื ืฆืจืช ๐Ÿ“ืชืœ ืื‘ื™ื‘ ๐Ÿ“ื‘ื ื™ ื‘ืจืง ๐Ÿ“ื—ื™ืคื” ื•ืขื•ื“... ืขื•ื“ ื›ืžื” ืฉืขื•ืช ื•ืกื™ื™ืžื ื•! ืžืืžืฅ ืื—ืจื•ืŸ ืœืฉืžื•ืจ ืขืœ ื˜ื•ื”ืจ ื”ื‘ื—ื™ืจื•ืช! ื›ื‘ืจ ืกื™ื™ืžืชื ืžืฉืžืจืช? ื ื™ืฆืŸ ืœื”ืฉืชื‘ืฅ ืžื—ื“ืฉ ื‘ืงื™ืฉื•ืจ ื”ืื™ืฉื™. ืžื—ื›ื•ืช ืœื›ื๐Ÿ’ช๐Ÿผ๐Ÿ’ช๐Ÿผ ืขื“ื™ื™ืŸ ืœื ื ืจืฉืžืชื? ื›ืืŸ ืžืฆื˜ืจืคื™ื ืœืžืฉืžืจ: bit.ly/4h0wCpO ืขื–ืจื• ืœื ื• ืœื”ืคื™ืฅ! ๐Ÿ™๐Ÿป ืฆื™ืœื•ื ืจื—ืคืŸ: ื’ื™ืชื™ ืคืœื˜ื™
Image from ืžื—ืืช ื”ื”ื™ื™ื˜ืง (@democratechil)
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ื‘ื•ืขื“ืช ื˜ืจื›ื˜ื ื‘ืจื’ ื™ืฆื ืœื™ ืœื”ื›ื™ืจ ื‘ืื•ืคืŸ ื‘ืœืชื™ ืืžืฆืขื™ ืืช ืœื™ืจืŸ ืื‘ื™ืฉืจ, ืงืจืŸ ื˜ืจื ืจ, ืžืชื™ ื’ื™ืœ ื•ืขื•ื“ ืžื•ืขืžื“ื™ื ื‘ืžืงื•ืžื•ืช ืจื™ืืœื™ื (ืฉื”ื›ืจืชื™ ืœืื—ืจ ืžื›ืŸ) ื‘ืจืฉื™ืžืช ื‘ื ื˜-ืœืคื™ื“. ืื ื™ ื™ื•ื“ืข ืฉื”ื ืฆื™ื•ื ื™ื ืืžื™ืชื™ื™ื ืฉืื•ื”ื‘ื™ื ืืช ื”ืžื“ื™ื ื” ื•ื‘ื™ืขืงืจ ื‘ื™ืฆื•ืขื™ืกื˜ื™ื ื‘ื•ืœื“ื•ื–ืจื™ื. ื”ืงื•ืœ ืฉืœื™ ืื™ืชื @KerenTernerEyal @liranabh @naftalibennett
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Shahar Cohen (Lucid Capital)๐Ÿ‘“ retweeted
sami peretz (@peretzsami) profile picture
sami peretz@peretzsamiOct 25
ืื—ืจื™ 19 ืฉื ื™ื ื›ืจืืฉ ื”ืžืžืฉืœื” ื”ื•ื ืžื–ื”ื™ืจ ืฉืชื™ื›ืฃ ื™ืคืœื• ื›ืืŸ ืฉืชื™ ืคืฆืฆื•ืช ืื˜ื•ื ื•ืžืขืจื›ืช ื”ื‘ื ืงืื•ืช ื”ื™ืฉืจืืœื™ืช ืชื ื•ืชืง ืžื”ืขื•ืœื. ื™ื•ืดืจ ืžืคืœื’ืช ืื™ืŸ ืขืชื™ื“
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ืกืœื™ื—ื” ืฉืื ื™ ืฉื•ืคืš ืงืฆืช ืชืื•ืจื™ื•ืช ื›ืœื›ืœื™ื•ืช ื›ืžื• ื‘ื™ืงื•ืฉ ื•ื”ื™ืฆืข ืขืœ ืคืกื™ื˜ื‘ืœ ื”ื˜ื™ืกื•ืช. ื˜ื™ืกื” ื™ืฉื™ืจื” ื™ืฉืจืืœ ื ื™ื• ื™ื•ืจืง, ื”ืžืจืื” ื™ื•ื ื' 24.10 ื•ื—ื–ืจื” ื‘ 30.10 ื‘ 1311$ ื‘ืœื‘ื“. ืœืขื•ืžืช ืืชืจ Fly & vote ืฉื”ืฆื™ืข ื˜ื™ืกื•ืช ื“ื•ืžื•ืช ื‘ 1590$ ื›ืœ ื”ื—ื•ื“ืฉ ื”ืื—ืจื•ืŸ. ื›ืœื•ืžืจ ื™ืฉ ื”ื™ืฆืข ื’ื“ื•ืœ ืฉืœ ืžื•ืฉื‘ื™ื ืขืœ ื”ืงื• NYC-TLV
Image from Shahar Cohen (Lucid Capital)๐Ÿ‘“ (@LucidCap)
Image from Shahar Cohen (Lucid Capital)๐Ÿ‘“ (@LucidCap)
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ื™ืฉ ืœื™ ืฉืœื•ืฉ 1:1 ืขื ืžืฆื‘ื™ืขื™ื ืฉืžืชืขื‘ื™ื ืืช ื‘ื™ื‘ื™, ืื‘ืœ ืžืฆื‘ื™ืขื™ื ืœืžืคืœื’ื•ืช "ื”ืžืชื ื“ื ื“ื•ืช", ืชืขื–ืจื• ืœื™ ืœื”ืชืžื•ื“ื“ ืขื ื”ื˜ืขื ื” "ื”ืžืจื›ื–ื™ืช" ืฉืœื”ื ืœืฉืืœื” ืฉืœื™: ืœืžื” ืœื ื‘ื ื˜? ืžืฆื‘ื™ืข ื–ืœื™ื›ื” (ื”ื™ื™ื˜ื™ืงื™ืกื˜ ืฉื ื•ืช ื” 40) : "ืื ื™ ืžืชืขื‘ ืืช ื‘ื™ื‘ื™ ืื‘ืœ ืจืง ื–ืœื™ื›ื” ื”ื•ื ืื™ืฉ ืžืงืฆื•ืข ืฉื™ื›ื•ืœ ืœื”ื•ืจื™ื“ ืืช ื ื˜ืœ ื”ืžื™ืกื•ื™ ื”ื‘ืœืชื™ ืืคืฉืจื™ ืคื”" ืžืฆื‘ื™ืข ื”ืฆื™ื‘ื•ืจ ื”ื—ืจื“ื™ (ื”ื™ื™ื˜ื™ืงืกื˜ 30): "ืื™ ืืคืฉืจ ืœืกืžื•ืš ืขืœ ื‘ื ื˜, ื”ื•ื ื™ืจื•ืฅ ืœืงื•ืืœื™ืฆื™ื” ืขื ื—ืจื“ื™ื ืื ื–ื” ื™ืชืŸ ืœื• ืืช ื”ื›ื™ืกื" ืžืฆื‘ื™ืข ื•ื™ื ื˜ืจ (ืฉื•ืง ื”ื”ื•ืŸ 50) :"ื•ื™ื ื˜ืจ ื™ื—ื‘ื•ืจ ืœื‘ื™ื‘ื™ ื•ื’ื•ืฉ ื”ืฉื™ื ื•ื™ ื•ืœื ืœื—ืจื“ื™ื"
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ืื– ื”ืฆื˜ืจืฃ ืืœื™ื ื• ืœืงืจืŸ ืžืฉืงื™ืข ืžื•ืกื“ื™ ื—ืžื™ืฉื™ (ื‘ื ื•ืกืฃ ืœืžื™ื˜ื‘, ืžื•ืจ,ื”ืคื ื™ืงืก ื•ืžื’ื“ืœ) ื•ื–ื” ื”ื–ืžืŸ ืœื—ืœื•ืง ืฉืื ื—ื ื• ืžื—ืคืฉื™ื ืื ื™ืœืกื˜ื™ื•ืช ื’'ื•ื ื™ื•ืจื™ื•ืช ื•ืžื ื”ืœ ืกื™ื›ื•ื ื™ื ื•ืชืคืขื•ืœ (ื”ืžืฉืจื•ืช ื›ืžื•ื‘ืŸ ืžื™ื•ืขื“ื•ืช ืœื›ืœ ื”ืžื™ื ื™ื. ื ื ืœืฉืœื•ื— ืงื•ื— ืจืง ื“ืจืš ื”ืืชืจ. ืฉืœื™ื˜ื” ื‘ืงืœื•ื“ื™ืช - ื—ื•ื‘ื” ืชื—ื›ื•ื ืฉื ื•ืชืŸ ืงืจื“ื™ื˜ ืœืžืขืจื›ืช ื”ืกื™ื ื•ืŸ ืฉืœื ื• ืฉื™ื•ื“ืขืช ืœื”ืชื’ื‘ืจ ืขืœ AI Slop - ื™ืชืจื•ืŸ ื’ื“ื•ืœ lucidcap.net/
ืงืจืŸ ื”ืฉืงืขื•ืช ื˜ื›ื ื•ืœื•ื’ื™ื” | Lucid Capital | ืœื•ืกื™ื“ ืงืคื™ื˜ืœ

ืงืจืŸ ื”ืฉืงืขื•ืช ื˜ื›ื ื•ืœื•ื’ื™ื” | Lucid Capital | ืœื•ืกื™ื“ ืงืคื™ื˜ืœ

ืงืจืŸ ื”ืฉืงืขื•ืช ื˜ื›ื ื•ืœื•ื’ื™ื” ืจืืฉื•ื ื” ืžืกื•ื’ื” ื‘ื™ืฉืจืืœ ื”ืžืฉืœื‘ืช ืžื ื™ื•ืช ื˜ื›ื ' ื’ืœื•ื‘ืœื™ื•ืช ืขื ื’ื™ืฉื” ืœืกื‘ื‘ื™ ื’ื™ื•ืก ื˜ืจื•ื ื”ื ืคืงื” ืฉืœ ื™ื•ื ื™ืงืจื ืก ื‘ื ืืกื“ืง. ื‘ืฉื•ื ื” ืžืงืจื ื•ืช ืื—ืจื•ืช, ืœื•ืกื™ื“ ืงืคื™ื˜ืœ ื ื•ืกื“ื” ืขืœ ื™ื“ื™ ื˜ื›ื ื•ืœื•ื’ื™ื ("ื’ื™ืงื™ื") ื•ืžื ื”ืœื™ื ื‘ื›ื™ืจื™ื...

lucidcap.net
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ื”ื“ื™ื‘ื™ื™ื˜ ื”ื›ื™ ืžืฉืžืขื•ืชื™ ื‘ืฉื•ืง: ื‘ื—ื•ื“ืฉื™ื ื”ืื—ืจื•ื ื™ื ืจื•ืื™ื ื”ืคืจื“ื•ืช ืฉืœ ืžื—ื™ืจื™ ื”ืฉื›ืจืช GPU ืฉืขื•ืœื™ื (ื‘ื›ื—ื•ืœ ืœืžื˜ื” H100 ืื‘ืœ ืชื•ืคืขื” ื“ื•ืžื” ื’ื ื‘ B200) ืœื‘ื™ืŸ ืžื—ื™ืจื™ ื”ื˜ื•ืงื ื™ื ืฉื™ื•ืจื“ื™ื(ื‘ืฉื—ื•ืจ). ื”ืฉื•ื•ืจื™ื: ื”ื ื” Jevons Paradox ื‘ืžืœื•ื ื”ื“ืจื•, ื•ืื•ืคืŸ ืกื•ืจืก ืจืง ืขื•ืฉื” ื˜ื•ื‘ ืœืชืฉืชื™ื•ืช ื•ืฉื‘ื‘ื™ื ื”ื“ื•ื‘ื™ื ืื•ืžืจื™ื - ืื ืžื—ื™ืจ ืคืจ ื˜ื•ืงืŸ ืฆื•ื ื—, ืื™ืš ื—ื‘' ื”ืžื•ื“ืœื™ื ื™ืžืžื ื• ืืช ื”ื”ืฉืงืขื•ืช ื”ืขืชื™ื“ื™ื•ืช
Image from Shahar Cohen (Lucid Capital)๐Ÿ‘“ (@LucidCap)
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ื–ืจื•ืขื•ืช ื”ืชืžื ื•ืŸ ืฉืœ ืžื‘ืฆืขื™ ื”ื”ืฉืคืขื” ื”ืจื•ืกื™ื ืžืคืจืคืจื•ืช
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ืื– ืžื” ื”ื˜ืขื•ืช ื”ื’ื“ื•ืœื” ืฉืžืขื›ื‘ืช ืื™ืžื•ืฅ ืื’'ื ื˜ื™ื ื‘ืืจื’ื•ื ื™ื? 4 ืชื•ื‘ื ื•ืช ืžื”ืจืื™ื•ืŸ ืฉืœ ืื ื“ืจืกืŸ ื”ื•ืจื‘ื™ืฅ ืขื ืžื ื›ืœ AWS ื.ืœืžื” ื‘ื›ืœืœ ื”ืจืื™ื•ืŸ ื”ืชืงื™ื™ื ? ื–ื• ื”ื“ืจืš ืฉืœ A16Z ืœื“ืื•ื’ ืฉื—ื‘ืจื•ืช ื”ืคื•ืจื˜ืคื•ืœื™ื• ื™ืงื‘ืœื• ื”ืงืฆืืช ืงื•ืžืคื™ื•ื˜ ืž AWS ื‘ื™ืฉืจืืœ ืฉื•ืœื—ื™ื ื•ื•ืื˜ืกืืค, ื‘ืืžืจื™ืงื” ืžื–ืžื™ื ื™ื ืืช ื”ืžื ื›ืœ ืœืคื•ื“ืงืกื˜ ื‘. ื›ืœ ืฉื‘ื‘ื™ ื”ื’ืจื™ื‘ื˜ื•ืŸ (CPU* ืžืฉื•ืจื™ื™ื ื™ื ืœืขื•ื“ ืฉื ื” ืœืคื—ื•ืช ื•ืืžื–ื•ืŸ, ื‘ืฆื“ ืฉืœ ื” GPU\ื˜ืจื™ืื ื™ื•ื, ืืžื–ื•ืŸ ืžืงืฆื” 60% ืžื”ื‘ื™ืงื•ืฉ ื’. ื”ื˜ืขื•ืช ื”ื’ื“ื•ืœื” ืฉืืจื’ื•ื ื™ื ืขื•ืฉื™ื ื”ื™ื ืœื ืกื•ืช ืœื‘ืฆืข ืื•ื˜ืžืฆื™ื” ืฉืœ ืชื”ืœื™ืš ืื ื•ืฉื™ ื‘ืืžืฆืขื•ืช ืื’'ื ื˜ ื‘ืžืงื•ื ืœืชื›ื ืŸ ืืช ื”ืชื”ืœื™ืš ืžื—ื“ืฉ ืขื‘ื•ืจ ืื’'ื ื˜ื™ื ื“. ืืžื–ื•ืŸ ืžื ืกื” ืœื‘ื ื•ืช ืžืขื™ืŸ ืคืจืงื™ื˜ืงืช ื™ืขื•ืฅ ืขืกืงื™ (ืœื ื˜ื›'), ืœื ืืชืคืœื ืื ืืžื–ื•ืŸ ืชืจื›ื•ืฉ ืืช ื•ื•ื ื“ืจืคื•ืœ ืื• ืžืฉื”ื• ื“ื•ืžื”
a16z (@a16z) profile picturea16z
@a16zOct 8
AWS CEO Matt Garman with a16z's Raghu Raghuram on the biggest cloud provider in the world being rebuilt for the agentic era: $220B in CapEx for 2026, two million NVIDIA GPUs on order, AWS's AI chips sold out through next year, and a new 30-second AWS account with no credit card required so agents can get rolling. 0:55 $170B in revenue, growing 37% 2:40 30-40% of revenue started as startups 4:55 Startups want a cloud for agents 9:10 An AWS account in 30 seconds 12:25 Agents don't need bulletproof databases 16:30 Why AWS won't sell every GPU to the frontier labs 22:00 Why Matt isn't worried about a bubble 24:45 Why AWS builds its own power plants 27:45 Planning for the next supply shortage 30:25 Saving one county $5K per resident 33:10 How AWS built its own chips 40:05 What's holding enterprise agents back 45:35 Why Bedrock never sends your data to the model 49:30 AWS's new AI security tool 51:50 Why AWS teams of 10 are now 3-4 YouTube: youtube.com/watch?v=rn_afJaPโ€ฆ @mattsgarman @awscloud @RaghuRaghuram
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ืื ืžื™ืฉื”ื• ืžื›ื™ืจ ืžื™ืฉื”ื• ืฉืื™ื ื• ื™ื”ืœื•ื ื‘ืจืฉื•ืช ืœื”ื’ื ืช ื”ืฆืจื›ืŸ, ื”ืคื™ืงื•ื— ืขืœ ื”ื‘ื ืงื™ื ืื• ื‘ืื•ืฆืจ. ื”ื ื” ื”ืฆืขืช ื—ื•ืง: ืœื—ื™ื™ื‘ ืืช ื—ื‘' ื›ืจื˜ื™ืกื™ ื”ืืฉืจืื™ ืœืืคืฉืจ ืคื ื™ื•ืช ื‘ื›ืชื‘ (ืื™ืžื™ื™ืœ) ืœืฉื™ืจื•ืช ืœืงื•ื—ื•ืช (ื–ื™ื›ื•ื™ื™ื, ื‘ื™ื˜ื•ืœ ื›ืจื˜ื™ืก, ื‘ื™ื˜ื•ืœ ื“ืžื™ ืžื ื•ื™,...) , ื•ื‘ื“ื™ื•ืง ื›ืžื• ืฉื—ื‘' ืชืงืฉื•ืจืช ืžื—ื•ื™ื™ื‘ื•ืช ืœื ืชืง ืžื ื•ื™ ืื ื”ืชืงื‘ืœื” ื‘ืงืฉื” ื‘ื›ืชื‘. ื›ืžื” ื–ืžืŸ ืฉืœ ืื–ืจื—ื™ ื™ืฉืจืืœ ืžื•ืฉืงืข ื‘ื”ืžืชื ื” ืœื ืฆื™ื’ ืฉื™ืจื•ืช ืฉืœ ื™ืฉืืจื›ืืจื˜ ืฉื™ื•ืื™ืœ ื‘ื˜ื•ื‘ื• ืœื‘ื˜ืœ ื“ืžื™ ื›ืจื˜ื™ืก @AbirKara2
Lior Shapira (@LiorShapira2) profile pictureLior Shapira@LiorShapira2Oct 7
ืกืคื™ื“ื™ ื”ืžืชื™ืŸ ื‘ืฉื‘ื™ืœื™ ืฉืขื”(!!!) ืขืœ ื”ืงื• ืขื ื™ืฉืจืื›ืจื˜ ื”ื‘ื•ืงืจ ื•ื”ื‘ื™ื ืื•ืชื™ ื“ื•ืš ืœื ืฆื™ื’ื” ืื ื•ืฉื™ืช(!) (ื‘ื™ื˜ืœืชื™ ื“ืžื™ ื›ืจื˜ื™ืก)
Image from Lior Shapira (@LiorShapira2)
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ื”ื ืชื•ื ื™ื ืฉืœ ื’ื•ื ื’ ื ื—ืฉืคื™ื ืœืงืจืืช ื”ื ืคืงื” ืžืชืงืจื‘ืช, ื•ื”ื ืžืจืฉื™ืžื™ื ืžืื“!
Matt Harney (@SaaSletter) profile pictureMatt Harney
@SaaSletterOct 6
๐Ÿ‘€ Gong metrics from user conf: - $550M+ ARR (+50% YoY) - 125%+ NDR (147% in enterprise) - ~75% Gross Margin despite heavy AI compute - 10x MCP growth & 3x AI credit usage - 15-mo CAC payback - Mid-50s% Rule of 40 (= LSD op margins)
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