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🇮🇱 TECH THURSDAY: ISRAEL’S STARTUP NATION DIDN’T SLOW DOWN DURING WAR—IT ACCELERATED (Part of our new scheduled content...always pinned) BloombergTV reports since October 7, Israeli high-tech companies have raised record levels of investment, while exits and defense-tech growth have surged. In 2025 alone, Israeli companies raised approximately $15.6 billion—up...

36,212 views • 23 days ago •via X (Twitter)

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🇮🇱 TECH THURSDAY: GLOBALIZATION IS DYING. ISRAELI TECH COULD BE ONE OF THE BIG WINNERS. (Part of our scheduled content...always pinned) The world is breaking into blocs. Supply chains are collapsing. Wars are redrawing trade routes. Countries are scrambling to bring manufacturing, defense and critical technologies back home. And Israel may be unusually well positioned for what comes next. On the Jerusalem Post’s Defense & Tech podcast, Yoni Heilbon, co-founder and managing partner at IL Ventures, makes a striking argument: Globalization as we knew it is effectively over. What replaces it is a world of technological sovereignty, shortened supply chains and countries increasingly asking one question: What can we no longer afford to depend on someone else for? That is where Israeli tech enters the picture. AI. Robotics. Cybersecurity. Autonomous manufacturing. Supply-chain security. Dual-use technology. Many of these systems were developed under extreme pressure—and some have now been tested in conditions most startups anywhere else in the world could never replicate. But here’s the part that may surprise you: Countries can condemn Israel publicly while quietly continuing to buy Israeli technology behind the scenes. Why? Because when national security, factories, infrastructure and billions of dollars are on the line, politics can suddenly take a back seat to performance. Heilbon believes one of the biggest transformations ahead will be manufacturing itself, as production returns closer to home and automation becomes essential to making that economically possible. And the opportunity for Israeli companies is no longer just America. India. Japan. Europe. Mexico. Brazil. Asia. A fractured world may actually create more demand for the technologies Israel does best. The Startup Nation was built under pressure. Now the rest of the world is entering an age of pressure too. That could change everything. Subscribe to the The Jerusalem Post and its Defense & Tech podcast. Link in comments.

Mossad Commentary

32,083 views • 16 days ago

NEW: Whitney Webb describes how Les Wexner, Netanyahu, etc. have "enmeshed" Israeli tech startups into Big Tech companies so "they [can] never meaningfully boycott Israel no matter what happens" "a lot of these startups, of course... are intimately related to Israeli intelligence and Israeli military operations. They're staffed by veterans of one or the other... for lack of a better word, they have an explicit policy of using them as front companies for intelligence" "so, basically, by having all of these Big Tech companies absorb them, the goal is to have a major economic lever of power over the tech industry in particular that would prevent U.S. policy from ever meaningfully challenging Israel, even at this point in time when they have actively been conducting a genocidal war for years in Palestine" This clip of Webb (Whitney Webb), a contributing editor of Unlimited Hangout and author of One Nation Under Blackmail, is taken from an interview with Chris Hedges (Chris Hedges) posted to YouTube on August 5, 2026 ---------------Partial transcription of clip---------------- "Well, looking at a lot of the tech companies and data center companies that have installed themselves in New Albany in particular, the vast majority of them have significant subsidiaries that operate in the State of Israel. "And Wexner, of course, is intimately related to the state of Israel through his own activities. For example, I think several decades ago, he was sort of acting as a middleman in some business capacities between Israel and China and also working on establishing Israeli businesses and helping them establish themselves in the occupied Golan Heights, among other things. "And that's to say nothing of his links to the Mega Group, for example, which, as you noted in your introduction, created Birthright Israel. And also Jeffrey Epstein, who, at this point, is quite known for his ties to former Israeli politicians and the Israeli state. "But I think it also speaks to sort of a broader issue, to have a lot of this infrastructure of technology in the US be intimately intermingled and connected to Israel. "And this was actually something that was furthered and actually developed in conjunction with Netanyahu and the so-called vulture capitalist and significant donor to neoconservative causes Paul Singer, who explicitly created a company called Startup Nation Central with the explicit purpose of making it impossible for the U.S. to ever significantly support the BDS movement or the Boycott Divest Sanctions movement. "And the goal was to basically market Israeli startups to U.S. big tech firms so that they would acquire a lot of those startups and unprecedented numbers and also contract with them so that US technological infrastructure on multiple levels would be so intimately enmeshed with Israeli interests that they could never meaningfully boycott Israel no matter what happened, essentially. "And a lot of these startups, of course, if you've ever looked into the Israeli startup scene, are intimately related to, you know, Israeli intelligence and Israeli military operations. They're staffed by veterans of one or the other. "And, at the same time, coincidentally that Startup Nation Central was created, the Israeli government developed an explicit policy where these startups would be used to conduct operations that previously had been conducted in-house by Mossad, Unit 8200, and other parts of the Israeli intelligence system. "So, for lack of a better word, they have an explicit policy of using them as front companies for intelligence. And so, basically, by having all of these Big Tech companies absorb them, the goal is to have a major economic lever of power over the tech industry in particular that would prevent U.S. policy from ever meaningfully challenging Israel, even, you know, at this point in time, when they have, you know, actively been conducting a genocidal war for years in Palestine."

Sense Receptor

34,664 views • 23 days ago

🚨IRON BEAM: Congress Robs🇺🇸to Boost🇮🇱War Industry 🇺🇸Headlines praise🇮🇱Innovation but what they don’t tell you is🇺🇸taxpayers funded🇮🇱companies Rafael & Elbit to develop Iron Beam thru $500M/yr R&D to🇮🇱 In May 2024🇺🇸Taxpayers paid🇮🇱$1.2B to purchase Iron Beam from Rafael/Elbit DETAILS: This is a typical cycle for Israel & Israeli companies. For the past several decades, Congress funds $500 Million/year for Cooperative programs between the U.S. & Israel for Research, Development, Testing & Evaluation (RDT&E) of weapons and weapons systems. The purpose of DOD’s Cooperative programs for the U.S. military is joint RDT&E with friendly foreign countries who have developed advanced technology. We share our advanced tech and the friendly foreign nation shares their advanced tech and jointly, we develop a better product. This applies to EVERY SINGLE COUNTRY EXCEPT ISRAEL. In the case of Israel, we have literally given them $500 Million/yr so they can take our technology & give us little/nothing to in return. Such is the case of RDT&E that lead to the development of Iron Beam. In 1996, Bill Clinton & Congress appropriated funding & mandated the US Army to provide Israel Tactical High-Energy Laser (THEL) capabilities. At the time, Israel had little to provide. 10 years later and $300 Million of 🇺🇸taxpayer money spent & tech transfer complete, the program was cancelled in 2006. In 2007, the next phase began under the same Cooperative Program which is funded by taxpayers through today. 🔹Why? Because Congress mandates & funds it every year with $500 Million of taxpayer money. 🔹Why does Congress do this? Because Members of Congress are funded by the Israel Lobby to promote & pass legislation that benefits Israel at US taxpayer expense. In this win/win relationship between Congress & Israel, the loser is always the US Taxpayer who gets robbed year after year because we do not have anyone representing our interests. Not only do we fund a foreign country’s industry but we handover US advanced technology to Israeli companies who use it to develop advanced weapons that they market and sell for profit and often times to countries that are not friendly to the U.S. such as China. If whistleblowers of DOD’s Cooperative Programs come out to talk about specific stories, the public would be 🤯 Finally, the $4 Billion per year ($500 Million of which is for RDT&E) that we give to Israel is marketed to the U.S. taxpayer as a win for US industry because it creates American jobs. This is not entirely true. In the case of Iron Beam, Rafael & Elbit are Israeli companies whose RDT&E is located in Israel & staffed with Israelis. Even Iron Beam US partner Lockheed Martin provides its contribution to the program through its Israel location which employs Israelis. So in summary, 🔹Congress Gives Israel $500 Million/per year of taxpayer money so Israel companies can take our Advanced technology 🔹Israel companies use the Advanced Tech to develop their own technology that they market and sell to other foreign countries, some of which are not friendly to US 🔹Congress pays Israel Gov an additional $1.2Billion to purchase Iron Beam from Israel companies Rafael/Elbit 🔹US Gov plans to purchase Iron Beam (which we could’ve developed ourselves) 🔹Israel mil tech companies become leaders in laser weapons technology 🔹Israelis benefit from employment from these programs, the US does not.

GenXGirl

98,472 views • 1 year ago

Google just acquired an Israeli Trojan horse to STEAL clients from AWS and Microsoft. $32 billion. All cash. For a cybersecurity startup called Wiz. It’s the largest acquisition in Google’s history. But nobody’s talking about what they ACTUALLY bought... Here’s why this is way bigger than you think: Wiz protects over half the Fortune 100. Their clients run on AWS, Azure, Google Cloud, and Oracle. The platform scans every workload, every vulnerability, every misconfiguration across ALL of those clouds. Meaning Wiz has a god-level view of how the world's biggest companies use their competitors' infrastructure. And Google just bought that view for $32 billion. Now think about what Google Cloud's biggest problem has been for YEARS... They're stuck in third place. 13% market share. AWS has 30%. Azure has 20%. Google has been hemorrhaging money trying to close that gap and nothing has worked. Wiz changes that equation overnight. Because Wiz doesn't just protect cloud environments. It MAPS them. It knows which companies are running what workloads, where their vulnerabilities are, and where they're overpaying. Google now has a real-time blueprint of its competitors' biggest customers. And it gets crazier: The 4 founders of Wiz previously built Adallom, a cloud security startup that Microsoft acquired for $320 million in 2015. After that acquisition, those same founders ran Microsoft's entire Azure Cloud Security Group. They literally built the security infrastructure that Azure runs on today. Then they left. Started Wiz. Built a product that works across every cloud. Got 45% of the Fortune 100 as customers. Most of those customers are on AWS and Azure. And now they just handed ALL of that to Google. Google promised Wiz will remain "multi-cloud" and continue working with AWS, Azure, and Oracle. That's the public story. But here's the game theory every enterprise CTO is thinking about right now: If you're running sensitive workloads on AWS or Azure and your security layer is now owned by your competitor, how comfortable are you? Google doesn't need to do anything shady. The PERCEPTION alone is enough to start shifting enterprise decisions. And that's worth way more than $32 billion. But there's another layer... Wiz went from $0 to $100 million in revenue in 18 months. Fastest software company in history to hit that mark. By 2025, they were at $750 million. The founders said no to Google's first offer of $23 billion in 2024 because they wanted to IPO. 9 months later, they said yes to $32 billion. What changed? The IPO market collapsed. Tech IPOs dried up. Valuations got slashed. Wiz's leadership looked at the math and realized $32 billion in guaranteed cash beats an uncertain public offering in a hostile market. Google paid a 39% premium over the rejected offer. A multiple of 45-65x revenue. For a company founded 5 years ago by 4 guys who met in Israeli military intelligence. This is the BIGGEST tech acquisition of an Israeli-founded company ever. Bigger than Intel buying Mobileye for $15.3 billion. Bigger than anything in Israeli tech history. And Google is betting it will be worth every penny. Because the cloud war isn't about compute anymore. It's about TRUST. And the company that controls the security layer controls where enterprises put their most sensitive data. Google just bought the keys to every major cloud customer on the planet. The question is whether AWS and Microsoft let them keep using those keys. What do you think?

Ricardo

188,960 views • 5 months ago

One of the things that caught my attention in this conflict was Netanyahu’s speech claiming that the war was not only turning Israel into a regional power, but into a superpower. I have great respect for Israel’s military capabilities in all its past wars. However, Netanyahu is megalomaniacal. How can one speak of a “superpower” that depends on external aid? From 2023 up to the present moment in 2026, approximately $25 to $30 billion in American military assistance for arms purchases has flowed into Israeli coffers. Israel certainly has its merits. It has always strived to develop its own technology and has done so quite competently, often through reverse engineering of Soviet and French equipment. I agree that Israel can be considered the regional nuclear power. But when we broaden the scope, it becomes clear that the two military powers in the region with genuine capacity for large-scale development, innovation, and production are Iran and Turkey. Still, Israel’s defense industry continues to be impressive. Israel possesses a high-tech defense industry, but it lacks the economic scale needed to project sustained power and the demographic size required for significant military volume. In the 12 days of war, Israel was already running low on interceptors by around the tenth day. This situation was very similar to what would have happened in the conflict with Iran if several additional U.S. Patriot batteries had not been deployed in the Gulf and Jordan to help protect Israel, along with the air defense systems of the Carrier Strike Group stationed off Israel’s coast, which also carried out multiple interceptions. In war, demographic, economic size and military volume are crucial factors, and they will always constrain Israel, even with its advanced industry.

Patricia Marins

179,809 views • 4 months ago

Impact After Term | 12 : iTNT Hub — Laying the Foundation for Tamil Nadu's Deep Tech Ecosystem (Part 1) As global technology leadership increasingly shifts towards Artificial Intelligence and other Deep Tech sectors, Tamil Nadu recognised the need to move beyond traditional IT services and build an innovation ecosystem capable of transforming research, talent and technology into globally competitive enterprises. Recognising this opportunity and the immense potential of Tamil Nadu's highly skilled youth, Dr. Dr P Thiaga Rajan (PTR), as Minister for Finance and Human Resources Management, announced the establishment of the i-Tamil Nadu Technology (iTNT) Hub in the 2022–23 Budget with an allocation of ₹54.61 crore. The objective was to create a dedicated institutional platform that could accelerate Deep Tech innovation and entrepreneurship in the State. Launched by Hon'ble Chief Minister Thiru M.K.Stalin on 15 May 2023, iTNT Hub was established as India's first dedicated innovation platform focused on Deep Tech and Emerging Technologies. Through initiatives such as BEACON, PATHFINDER, iAccelerate and the JIGSAW innovation framework, the Hub brought together government, academia, industry, investors and startups while providing access to advanced infrastructure including Fab Labs, 3D Printing facilities, Industry 4.0 tools and specialised technology resources. In doing so, it helped connect research, industry and capital, enabling ideas to evolve into scalable products and enterprises. The impact has been substantial. iTNT Hub has supported more than 2,800 startups, connected nearly 7,000 researchers, facilitated partnerships with over 200 institutions, established collaborations with more than 80 incubation centres—including 20 international partnerships—and enabled over 10,000 entrepreneurs to benefit from its ecosystem. Beyond supporting startups, iTNT Hub has helped create the foundations of a statewide Deep Tech ecosystem. By strengthening the pathways from innovation to enterprise creation, it has positioned Tamil Nadu to compete in the technologies that will shape the future global economy. — Admin Team

Dr P Thiaga Rajan (PTR)

22,248 views • 2 months ago

Impact After Term | 13 : iTNT Hub — Scaling Tamil Nadu's Deep Tech Ecosystem (Part 2) Establishing iTNT Hub was only the first step. The larger vision was to ensure that Tamil Nadu's emerging Deep Tech ecosystem extended beyond Chennai, enabling innovators, researchers and entrepreneurs across the State to participate in the technologies shaping the future. Under the leadership of Dr. PTR as Minister for Information Technology and Digital Services, iTNT Hub expanded through regional centres in Tiruchirappalli, Madurai and Coimbatore. By bringing world-class infrastructure, mentoring, industry partnerships and access to investment closer to Tier-II and Tier-III cities, the initiative laid the foundation for a more decentralised innovation ecosystem. To strengthen early-stage Deep Tech entrepreneurship, the FOUNDATION Fund was launched, through which the first five startups received ₹53 lakh in seed funding. The Deep Tech Hardware Product Design Scheme further supported indigenous hardware innovation by providing grants of up to ₹15 lakh for product design and development. Recognising that innovation achieves its greatest value only when research reaches the marketplace, the Tamil Nadu Technology Transfer Facilitation Centre (TNTTFC) was established in July 2025. Through patent facilitation, IP management, Innovation Spotlight and the Research2Revenue programme, the initiative has already enabled more than 60 patent filings while helping researchers translate ideas into commercially viable technologies. Announced by Dr. PTR in the Legislative Assembly in June 2024 and successfully held on 30 July 2025, the Innovate in TN IP Conclave strengthened Tamil Nadu's intellectual property ecosystem. Bringing together organisations such as the World Intellectual Property Organization (WIPO), the Indian Patent Office, NASSCOM, C-DAC, Bosch and Mahindra & Mahindra, the conclave showcased 16 emerging technologies, facilitated four technology transfers to industry, and connected 44 researchers and startups with iTNT Hub's pre-incubation and acceleration programmes. During this period, iTNT Hub also expanded Tamil Nadu's global innovation network through collaborations with leading universities, research institutions and industry partners in India and abroad. Partnerships with organisations such as the University of Melbourne, Rutgers University, Bosch, Amazon Web Services, Rolls-Royce, C-DAC and others opened new opportunities for technology collaboration, industry engagement and global market access for startups. These initiatives culminated in the launch of the Tamil Nadu Deep Tech Startup Policy at UmagineTN 2026, providing the State with its first comprehensive policy framework dedicated to accelerating Deep Tech innovation, strengthening research commercialisation and building globally competitive technology enterprises. Together, these initiatives transformed iTNT Hub from an innovation platform into a comprehensive Deep Tech ecosystem—connecting research, entrepreneurship, industry, investment and public policy. In doing so, they strengthened Tamil Nadu's position as one of India's leading destinations for frontier technology and innovation. — Admin Team

Dr P Thiaga Rajan (PTR)

14,409 views • 2 months ago

In a country where one can go to jail for criticizing Putin’s policies, a well-respected Russian economist Abel Aganbegyan spoke up about the pathetic state of the Russian economy. Please see a few takeaways from Aganbegyan’s speech below or watch the video where he goes into further very interesting details. “Because for 34 years of the existence of the new Russia, according to Rosstat our GDP has grown by 37%. 1% per year. In comparison to 1990. Developing countries grew 3 to 6 times. India 8.6 times. China 13 times. While our [economy] grew by 37%. According to all international ratings, including welfare and economic indicators, we have gone down greatly. Innovation-wise it's just a disaster. After 2020, out of 1658 “unicorn companies” worth more than one billion dollars at the beginning of 2025, not a single one is in Russia. Out of the 2,500 large innovative commercial private firms in 43 countries where €35,000,000 and above is spent on research and development, only 3 are in Russia. Our number of robots is 19 per 10,000 workers. In South Korea - it's 1014. In other developed countries it's 200 to 600. We have 7 supercomputers while China and the USA have 150 each. Where can we get innovative firms from if the main source of their development is venture capital, which in 2021 was 3.4 billion and now it's 270 million dollars? Not 3.4 billion. Our global share of high-tech goods and services is 1.3% and in exports it’s 0.3%. With such indicators, there can be no growth.”

Natalka

108,431 views • 1 year ago

It’s Israel’s Independence Day! Israel is turning 75, and to celebrate that, here are 10 fun facts you might not have known about the tiny Jewish state in the Middle East. Israel has the world’s highest concentration of tech companies outside of Silicon Valley and the world’s highest number of startup companies per capita. Some of the most innovative companies in the world are Israeli such as Mobeleye Wix and Waze. Israel is the only country in the world that has more trees today than it did 50 years ago. Israel is the only country in the world that has more water than it did 50 years ago, due to super advanced desalination technology. How does a country have more trees and more water? Israel has the highest number of museums per capita in the world. It has more museums than McDonald’s. Abortion is not just legal in Israel, it is actually paid for by the government under the universal national healthcare system. Israel has the highest percentage of vegans per capita in the world, with an estimated 5% of the population following a vegan diet. And they don’t feel the need to constantly tell you about it. Israel is the only country in the world that uses a language that has been dead for 2000 years! Hebrew! The one from the Bible. According to the World Health Organization Israel has one of the highest life expectancies in the world, with an average life expectancy of 84.7 years. Israel is the second country in the world to have a woman Prime Minister and Wonder Woman is Israeli too! According to the 2022 World Happiness Report, Israel is the fourth happiest country in the world. Despite being constantly under attack and surrounded by some countries who are not that into her, the people of Israel are amazing. They are patriotic, passionate and appreciative. Happy birthday Israel! 🇮🇱

Noa Tishby

1,143,807 views • 3 years ago

📌 Israeli PM Netanyahu on what impact 28 months of genocide in Gaza has had on the Israeli economy: The most important thing that is happening is that nations are coming to us. Companies are coming to us. Enormous economic powers are coming to us. Israel has been ranked by The Economist among the three most vibrant economies in the world just now. This comes after two years of war. Our economy is growing rapidly. Our stock market is at an all-time high. The shekel versus the dollar is at almost a 30-year high. Inflation is going down. Interest rates have gone down. Investments in Israel are huge. Why? Because the war showed the prowess of Israel, the enormous capacities here, the high-tech, deep-tech capabilities that astonished the world. Countries are coming here. The Chancellor of Germany was here. Narendra Modi is coming next week. India, 1.5 billion people. Israel is enormously popular in India. There are others in Latin America: Argentina, Ecuador, Paraguay, Bolivia, Panama, Honduras. Israel is a juggernaut on innovation and technology. About 10 years ago I said Israel would be among the top three cyber powers in the world. I was wrong. It’s number two. Israel receives more foreign investments in cyber tech than any other country except the United States. We’re going to do the same in AI. We just signed a major agreement with the United States on AI cooperation. We’re going to do the same in quantum. Israel is a very strong country coming out of the war. Strong economically, strong militarily, strong technologically. The United States issued a security council memorandum describing regional alliances and anchor countries and called Israel the model ally. We want to move from aid to partnership with the United States. We can afford to phase out the financial component of the military aid over 10 years. Full drawdown. Our GDP per capita was $17,000. Soon it will be $65,000. In 10 years we’ll have a $1 trillion economy. Our goal is to build an independent arms industry in Israel.

Drop Site

48,369 views • 6 months ago

🐠 NEW: Zakaria Bakr, head of the Fishermen’s Committees in the Union of Agricultural Work Committees (UAWC), says Israel is pursuing a systematic policy to destroy Gaza’s fishing sector and deepen the famine. Since October 2023, more than 210 fishermen have been killed — many dozens at sea. In just the past 24 hours, Ultra Palestine reports, Israel killed two more: Hassan al-Habil and Ismail Salah, while Salah’s brother remains in intensive care. Another boat was shelled, its crew surviving only by jumping into the sea. The fishing sector — Gaza’s second most important source of food after agriculture — is now “95% destroyed.” All six ports, artificial fish farms, and nearly all boats and facilities have been bombed. Only 450 of Gaza’s 4,500 fishermen are still able to work, often with salvaged nets and improvised boats. They are confined to shallow waters close to shore, since venturing further invites Israeli fire. Even there, they are targeted by warboats and drones. Production has collapsed to just 2% of pre-war levels. “The occupation does not want fishermen to secure food for their children,” Bakr told journalist Abdul Karim al-Samoni in Gaza. A new report from Gisha, the Israeli NGO, confirms the systematic pattern: Israel banned all Palestinian access to the sea, including during ceasefire periods, while bombardment and bulldozing of Gaza’s port and fish farms caused tens of millions of dollars in losses. Before October, Gaza’s fishing industry produced 3,000–4,000 tons of fish annually, supporting 110,000 people directly and indirectly (financially). Today, a kilo of fish that once cost $24 may now sell for up to $114 — an impossible price in a starving enclave. The destruction of Gaza’s last autonomous food source, Gisha concludes, is part of Israel’s broader war on food production — “a lever of pressure and a weapon of war.” 🎥 moshtaq.zidan (TikTok)

Drop Site

99,210 views • 1 year ago

Google just reported $99 billion in profits it never actually received. Alphabet posted net income of $112.1 billion for a single quarter. Earnings per share came in at $9.11 against a Wall Street estimate of $2.87. That is one of the largest profit quarters any company has ever printed. Yet the stock fell about 7% the same day. When people read past the headline and opened the earnings release, they found the reason sitting in one footnote... $99 billion of that profit came from a line called other income. Alphabet describes it as "primarily the result of net unrealized gains on our equity securities." So Google did not sell anything. It marked up shares it already owned and ran the increase through its income statement. That single line added $77.1 billion to net income after tax. It accounted for $6.26 of the $9.11 in earnings per share. Strip it out and adjusted earnings per share were $2.85. Analysts wanted $2.89. The ACTUAL business missed. Now here is what makes this insane: Most of that $99 billion came from two holdings, SpaceX and Anthropic. SpaceX went public on June 12 at roughly $1.77 trillion, up from about $400 billion a year earlier. Alphabet's stake is worth $94.1 billion, and roughly $80 billion of it sits under sale restrictions. Anthropic went from a $350 billion valuation to $965 billion inside the same quarter. Alphabet's private company holdings were worth about $124.3 billion on June 30, and the vast majority of that is Anthropic. Google cannot sell either position right now. Now trace where that valuation came from: Google started putting money into Anthropic in 2023. A $300 million bet has grown into a $13.3 billion position with commitments of up to $30 billion more. Anthropic committed to buying at least five gigawatts of computing capacity from Google Cloud. Google Cloud revenue then grew 82% to about $24.8 billion, the strongest quarter that business has ever had. That growth is part of the story the market uses to price both companies. And when Anthropic's valuation jumped, Google booked the jump as its OWN profit. Google is the investor, the supplier, and the party deciding what the asset is worth. A tax and accounting consultant named Robert Willens flagged this back in April, pointing out that Alphabet is able to influence the value of one of its own assets. And Alphabet's free cash flow for the quarter was negative $5.9 billion. That is the first negative quarter since Google went public in August 2004. Capital spending hit $44.9 billion. Operating cash flow was $39.1 billion. Capex now eats about 37.5% of every dollar of revenue, the highest share in the company's public life. To fund it, Alphabet has taken on roughly $100 billion of debt this year and raised about $85 billion in a June share sale, its first in more than two decades. This is a company that spent years buying its own stock back. What happens next: Alphabet raised 2026 capital spending guidance to between $195 billion and $205 billion, the second raise in three months. The finance chief told analysts 2027 spending will rise significantly. The company also disclosed $811 billion in contracted future spending commitments as of June, up nearly $500 billion from March. Those commitments are signed contracts that get paid in cash. The profit is an estimate of what a private company might be worth on a given day. Estimates move in both directions. If Anthropic or SpaceX gets repriced downward, the same line that produced the biggest quarter in Google's history runs backwards, and this quarter produced no free cash flow to absorb it. Meta, Microsoft and Amazon are all carrying their own private AI stakes into their own earnings reports. Watch how much of their profit they actually collected in cash...

Ricardo

364,420 views • 1 month ago

Tech Valley Delegation from the UAE Participates in the World’s Largest Bitcoin Conference in Las Vegas The Bitcoin Conference A delegation from Tech Valley — headquartered in the United Arab Emirates — is heading to Las Vegas to participate in the world’s largest global Bitcoin conference. The delegation is led by the Founder and CEO Mr.ABONHYAN , accompanied by the Co-Founder and Head of Strategic Development, Ms. Hessa Al Shehhi and Chief Product Manager and Operation Manager Mr. Abdallah Almansoori. The delegation includes a distinguished group of executives and specialists from the company: 1- Mr. Abdullah Al Harthi – Senior Advisor for Research and Investment Opportunities Development . 2- Mr. Saeed Al Shehhi – Head of Media and Corporate Communications 3- Mr. Tony – Director of Events and Partnerships. 4- Mr. Khalid Al Mansoori – Official Spokesperson and Director of Public Relations. 5- Mr. Mohammed Al Mansoori – Director of Logistics Operations and Field Support. 6- Mr. Rashed Al Hajri – Director of International Business Development. 7.- Mr. Adel Al Hosani – Director of Special Projects and Investor Relations Representative. The delegation will take part in a series of sessions and strategic meetings with global crypto leaders and investors, where they will showcase Tech Valley’s initiatives in innovation, the digital economy, and Web3 technologies. Following the conclusion of the conference, the delegation will head to Silicon Valley for a field tour in response to invitations from several leading technology and investment companies based there. The visit will include meetings aimed at fostering collaboration and exploring new partnership opportunities. The program will culminate with an official invitation from one of the world’s largest investment funds in the blockchain and digital asset industry — a testament to Tech Valley’s growing reputation as a trusted and active player in this vital global sector. #BitcoinVegas | #TechValley🇦🇪 #BitcoinConference | #LasVegas

Tech Valley

36,839 views • 1 year ago

WHILE YOU SLEPT – Dec 29, 2025 Here are the top stories you missed, While You Slept (If you like this content and our work, help it grow by subscribing for $5/month to Mossad Commentary) 1️⃣ IRAN DECLARES “TOTAL WAR” Iran’s president says the regime is now in “total war” with the US, Israel, and Europe, claiming the pressure is worse than the Iran–Iraq War. He insists Iran’s military is stronger after the June conflict, even as he admits the economy is under severe strain. 2️⃣ IRAN DEVELOPING NON-CONVENTIONAL WARHEADS A report by Iran International says military sources claim Iran’s Revolutionary Guard is developing chemical and biological warheads for ballistic missiles, while upgrading launch systems and command-and-control infrastructure after losses in the June war. 3️⃣ HOUTHIS THREATEN ISRAEL OVER SOMALILAND Yemen’s Houthi leader warns that any Israeli presence in Somaliland will be considered a legitimate military target, framing Israel’s recognition of Somaliland as a regional threat and tying it to the Palestinian issue. 4️⃣ SOMALILAND RECOGNITION SHAKES THE REGION Israel’s recognition of Somaliland is triggering diplomatic backlash from Somalia and threats from hostile actors, while Somaliland sees it as a breakthrough that could unlock wider international recognition and economic access. 5️⃣ ISRAELI RENEWABLE ENERGY STOCKS SURGE Israeli renewable energy companies tied to the US market are soaring as AI data centers drive massive electricity demand. Even Trump has delayed rolling back incentives, recognizing the tech race depends on power at scale. 6️⃣ TEMPLE ERA DISCOVERY IN JERUSALEM Israeli archaeologists have uncovered a rock-hewn ritual bath dating to the final days of the Second Temple period beneath the Western Wall Plaza. Sealed beneath a destruction layer from 70 CE, the mikveh provides a rare physical link to daily Jewish life in Jerusalem just before the Temple’s destruction. Stay connected, follow and subscribe. Mossad Commentary

Mossad Commentary

39,394 views • 8 months ago

Nvidia is pulling off the most sophisticated financial loop in tech history. They invested $40 BILLION in its own customers in just 5 months. Here's why this could blow up the entire AI economy: Nvidia generated $97 billion in free cash flow last year. Instead of sitting on it, Jensen started writing checks to every company in the AI supply chain. Not small checks. We're talking about billions at a time. And almost every single one of those companies turns around and spends that money on Nvidia chips. Follow the money: $30 billion into OpenAI. OpenAI is one of Nvidia's largest GPU customers and spends billions annually on Nvidia hardware through cloud providers. $2 billion into CoreWeave, a company that exists exclusively to rent out data centers full of Nvidia GPUs. $2 billion into Marvell for silicon photonics that connects Nvidia systems. $2 billion into Lumentum for optical tech that powers Nvidia data centers. $2 billion into Coherent for the same thing. $2 billion into Nebius, an AI cloud company deploying Nvidia infrastructure. $3.2 billion into Corning, the glassmaker building three new US factories specifically to make fiber optic cables for Nvidia's next-gen systems. $2.1 billion into IREN, a data center operator that just agreed to deploy 5 gigawatts of Nvidia-designed infrastructure. And the list goes on. Every single recipient either buys Nvidia chips directly, builds infrastructure that runs on Nvidia chips, or manufactures components that go inside Nvidia systems. Matthew Bryson, an analyst at Wedbush Securities, said in a research note that Nvidia's dealmaking fits "squarely into the circular investment theme." Bloomberg even published an entire interactive feature this week titled "AI Circular Deals: How Microsoft, OpenAI and Nvidia Keep Paying Each Other." The piece maps how capital flows between the same handful of companies and gets counted as revenue multiple times along the way. But here's the part that makes this genuinely complicated: Nvidia's $5 billion investment in Intel from September is now worth over $25 billion. That's a 5x return in months. Their private company portfolio went from $3.4 billion to $22.3 billion on the balance sheet in a single year. They booked $8.9 billion in gains from equity investments alone. So when critics say "circular investing," Nvidia can point to Intel and say "we turned $5 billion into $25 billion, this is just smart capital deployment." And they're not wrong. Some of these bets ARE paying off like crazy. The real question is whether Nvidia is a chipmaker that happens to invest, or a venture fund that happens to sell chips. Because right now Jensen is doing both at a scale that has never existed in the semiconductor industry. No chipmaker in history has EVER invested $40 billion in its own ecosystem in five months. Last fiscal year Nvidia invested $17.5 billion in private companies. Their SEC filing literally says those investments include "AI model companies that purchase its products directly or through cloud service providers." They're saying it themselves: We invest in companies that buy our products. On Nvidia's last earnings call, Jensen told investors their investments are focused on "expanding and deepening our ecosystem reach." Translate that from CEO-speak and it means " we're funding the companies that fund us. The bull case says Nvidia is building an unbreakable moat by financing the entire AI supply chain and ensuring it all runs on Nvidia hardware. The bear case says this is the most elaborate circular revenue scheme since the subprime mortgage era and it all breaks apart the moment one domino falls. Both cases use the exact same evidence.

Ricardo

159,345 views • 3 months ago