Ideas
Dan Senor
Author, Startup Nation; Host, Call Me Back podcast
1:23
Israeli tech defies war, keeps growing
Israel's tech ecosystem is defying the war: 2025 exits are about 300% higher than 2024, private funding and startup formation are multiples higher, and Israel has the highest density of multinational R&D operations. The ecosystem is a globally depended-on innovation hub, and Gulf states are increasingly investing because they need to co-innovate with another tech ecosystem.
Dan Senor
Author, Startup Nation; Host, Call Me Back podcast
1:32
Israeli defense tech growth is accelerating
Defense tech is an area of considerable growth in Israel: before October 6, 2023 there were fewer than 300 defense tech startups, but since the war, the number of startups, private funding, and exits have all risen by multiples. War-driven demand and dual-use activity make the sector attractive.
Israel-Korea-US deep tech fund
OurCrowd has set up a three-part fund between the US, Israel, and Korea to not only develop and design deep tech but also manufacture it with strong partners in Korea and the US. Korea is a highly technologized, energetic, somewhat insular ecosystem and a strategic US ally, making the trilateral combination powerful.
NH-OurCrowd fund invests Israeli startups
NH Ventures joined with OurCrowd to create an $80 million fund to invest in Israeli startups. The fund improves information flow between Israel and Korea; Israel can help Korean startups expand to the US market, and Korea can provide high-quality, reasonably priced manufacturing to Israeli startups.
Defense and cyber investments favored
Israel's mandatory military service is the bedrock of its innovation ecosystem, producing dual-use technologies and leaders who later lead civilian companies. OurCrowd invests in defense and cyber companies, although most of its investments are commercial or civilian, making defense and cyber attractive segments within the portfolio.
Dual-use tech is a growth theme
The line between civilian and defense technology is increasingly blurred. Many inventions are inherently dual-use, and entrepreneurs see a real opportunity to serve defense needs around the world. The war opened a new front for startups that were originally civilian or dual-use, making this a differentiated growth theme.
Adionic battery tech expands into defense
Adionic originally aimed to bring innovation to the battery sector and integrate its technology into every battery in the world. The Israel-Hamas war opened a new defense market and expanded the company's vision, creating clear growth potential as it serves defense needs while retaining larger commercial ambitions.
Foreign investors return to Israeli tech
Foreign investor interest in Israel is rebounding sharply after the war. Some investors stepped back during the war mainly for optics rather than substantive reasons, but now there is a huge pickup in foreign investor comfort, with Japanese, Korean, Taiwanese, and Canadian delegations visiting. This supports Israeli startups and the broader tech ecosystem.
Dan Senor
Author, Startup Nation; Host, Call Me Back podcast
9:56
Israeli cybersecurity demand keeps strengthening
Since October 7, Israel's cyber security sector has gone to another level, and Gulf states in particular want to piggyback on Israel's strength in cyber because they have seen how successful Israel has been. This supports continued demand and investment in Israeli cyber.
This Bloomberg Markets video, published January 18, 2026,
features Dan Senor, Ely Razin, Hyun Jun Kim, Moshiel Beton
discussing Israeli tech sector, Israeli startups, Israeli defense tech, OurCrowd US-Israel-Korea deep tech fund, NH-OurCrowd $80 million Israel startup fund, Israeli defense companies, Israeli cybersecurity, Israeli dual-use technology, Adionic, Israeli tech startups.
9 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Dan Senor,
Ely Razin,
Hyun Jun Kim,
Moshiel Beton
· Tickers:
Israeli tech sector,
Israeli startups,
Israeli defense tech,
OurCrowd US-Israel-Korea deep tech fund,
NH-OurCrowd $80 million Israel startup fund,
Israeli defense companies,
Israeli cybersecurity,
Israeli dual-use technology,
Adionic,
Israeli tech startups
