Directions Brain

index

8 min read

Index

Content catalog for this wiki. Every page should appear here exactly once with a wikilink + one-line summary. Read this file FIRST when answering any query.

Update rule: every ingest MUST add the new/changed pages to the appropriate category below and bump their summaries if they changed materially.

People

  • alon-huri — Managing Partner at team8; co-founder NEXT Insurance; ex-CTO Check (Intuit acq.); weekly Friday LinkedIn posts tracked as VC-perspective input.
  • daniela — Account manager at harmony; subject of Saar’s AM Brain pilot; ~10-customer book; surname unknown.
  • amit-frishberg — Monday mobile dev; built a web→mobile feature-port agent during monday-agents-month.
  • ari-leshno — Sheba glaucoma specialist + head of eye-institute R&D; pitched the visual-field-tracking wedge with Sheba budget attached. (Renamed from former hari page.)
  • guy-barkat — eToro biz-owner across APIs/Agent-Portfolio/App-Store; author of the vertical-use-case-led pivot and the prediction-markets tangent; family link to brm.
  • matan-amram — Construction PM / execution engineer; 10+ years at solel-boneh + akrstein; expert source on GC project management workflows and pain points.
  • inbar-markovich — Monday; built Engy (always-on employee-sentiment agent that replaced a $60K survey contract).
  • maor-naksh — known to Saar/Nizan; moving to notch; data point that vertical-Wonderful is pulling real operators.
  • nizan-shifman — Monday; building Harmony; heavy daily Brain user; conceded use-case-led GTM is stronger than personal-productivity framing.
  • nir-goldstein — VC investor (fund unknown); gave Harmony AM feedback; “grow the book of business AMs manage” framing.
  • ofer-mixpanel — Mixpanel head of Israel/Asia/EMEA; Guy’s AM benchmark; potential practitioner feedback contact.
  • saar-arbel — Monday; builder/owner of the Brain prototype; co-driver of the vertical-use-case-led pivot.
  • shiran-navi — Monday HR leader; published the agentic-week recap referenced for use-case mining.
  • tomer-shalom — Miami pre-IPO investor; owner of Maccabi Netanya; trigger for the prediction-markets thread.
  • tubel — Monday exec covering R&D + Product; surname unknown; appears in the Cyprus alignment anecdote.
  • yael — Sheba ophthalmology resident; built the 30-min Claude MVP behind ari-leshno’s pitch.
  • yoni — Monday senior exec (likely CEO/founder); surname unknown; the upcoming pitch target for the Brain.
  • yuval-ovadia — Monday; built Simona (AI candidate-matching agent saving ~600 hr/yr).

Companies

  • akrstein — Israeli GC and precast manufacturer; matan-amram’s current employer; smaller than solel-boneh.
  • alta — “Wonderful for revenue cycle” (Stav and team); reference for the vertical-Wonderful pattern.
  • anthropic — Foundation lab; API + coding-agent led (30B by Apr 26, $70B 2028 forecast); the model behind Claude Code, Cursor, and the Brain prototype.
  • antara — investor; team chose to defer the meeting until pitch is sharper.
  • axonius — Israeli cybersecurity unicorn; CTO meeting Guy for directions input on Wed eve.
  • brm — Guy’s family VC (father owner/MP, uncle Eran SaaS partner); future intro pipeline.
  • cursor — AI coding-agent IDE; daily-driver harness; pricing-model template (~20% margin on tokens).
  • deutsche-bank — Global German universal bank; inbound partnership interest in etoro (parallel with Papaya); anchor demand-side example for connect-businesses-multi-vertical-api.
  • entree-capital — Israel-rooted early-stage VC ($1.5Bn AUM, 18 unicorns); first VC-publisher entry; tag pattern investor-thesis.
  • etoro — Guy Barkat’s employer; archetype chaotic enterprise; recently migrated company-wide to MS Outlook.
  • glean — Enterprise search/RAG competitor; claims to have solved query-time permissions (verify).
  • gong — Revenue intelligence platform; sits on call recordings for revenue teams; closest adjacent to the AM Brain use case; not a full AM-lifecycle product.
  • grab — SEA super-app; broader-category-expansion peer of wolt (food → taxis → travel → financial services); international evidence for connect-businesses-multi-vertical-api.
  • harmony — Self-improving voice agent for call centers, built inside Monday by Nizan; primary Brain case study.
  • idx — US healthcare-AI; cited as the FDA-clearance precedent (output framed as “scan is normal” rather than diagnosis).
  • kalshi — US-regulated prediction market; sports betting now its largest volume; targeted by regulators.
  • kameleon — Israeli EHR monopoly (“junk monopoly” per Ari Leshno); structural barrier to clinical data portability.
  • mixpanel — Product analytics platform; ofer-mixpanel’s employer; Guy’s benchmark for AM quality.
  • monday — Workplace platform; host org for the Brain prototype, Harmony, and monday-agents-month.
  • notch — “Wonderful for regulated industries / call centers”; hiring maor-naksh; reference for vertical-Wonderful.
  • openai — Foundation lab; consumer-led ($25B annualized, 60% consumer subs); 9M+ paid enterprise seats; losing relative ENT share to Anthropic per ETR.
  • osher-ad — Israeli discount supermarket; rumored car-sales (Sportage); part of the Israeli low-tech retail trend cluster anchoring connect-businesses-multi-vertical-api.
  • papaya-global — Israeli-founded global payroll; “global Hilan”; building a wallet, partnering with etoro for investment infra. Anchor demand-side example for the connect-businesses thesis.
  • plaid — US fintech infra; canonical unified-API-for-banking template ($15B+); single-vertical reference for connect-businesses-multi-vertical-api.
  • polymarket — Crypto-native prediction market; sports volume + recent Spain block central to the regulatory thesis.
  • rami-levy — Israeli supermarket aggressively expanding categories (airline → cellular → cars); load-bearing data point for the connect-businesses why-now.
  • render-ai — AI-services company publicly arguing FDE doesn’t scale; platform-from-day-one counter-narrative to wonderful.
  • sheba — Major Israeli teaching hospital (Tel Hashomer); funder + clinical reference for the ari-leshno glaucoma-tracking pitch.
  • sierra — Bret Taylor’s enterprise-agent company; most credible Fortune-500 competitor; ~$1B raise per Nizan.
  • solel-boneh — One of Israel’s largest GCs; previous employer of matan-amram; benchmark for Israeli construction industry scale and workflows.
  • snaptrade — Plaid-equivalent for trading platforms; powers etoro’s third-party-app reach (Seeking Alpha → eToro). Second template for connect-businesses-multi-vertical-api.
  • team8 — Israeli venture-builder/foundry; alon-huri’s firm; second VC entry; tag pattern investor-thesis.
  • victory — Israeli supermarket selling apartments; same-day Israeli-retail trigger anecdote alongside Rami Levy/Osher Ad for the connect-businesses thesis.
  • winner-toto — Israel’s state-monopoly sports bookmaker; anchor incumbent for the prediction-markets play.
  • wolt — Distribution-rich delivery / super-app platform; primary demand-side archetype for the connect-businesses thesis.
  • wonderful — Now ~100M→$200M in 2 quarters); template/pattern for the vertical-use-case-led-Brain direction; FDE-vs-platform model debated.
  • zeiss — German optics + medical-devices incumbent; Forum software / Humphrey perimeter / OCT — the lock-in pattern the visual-field wedge attacks.

Meetings

Sources

Topics

Decisions

Graph View

Backlinks