CTalk"Companies are now much more well set up to both grow quickly, but also do so efficiently"
CTalk
"Companies are now much more well set up to both grow quickly, but also do so efficiently"
Dan Cahana of Notable Capital spoke to CTech during Tech TLV about what the VC space can expect in the year ahead.
Dan Cahana
(Credit: Streame)
“I think it's almost become a cliche, but we see almost every company becoming an AI company. And so a the infrastructure level, we've been investing quite heavily behind companies that are providing the tools and technologies for software developers, data scientists, and cybersecurity folks to build with AI,” said Dan Cahana, Investor at Notable Capital. “And then beyond that, I think we see that many companies incorporate AI into both their operations to make themselves more efficient, as well as into their software to make it more usable for their end user.”
Cahana joined CTech during Tech TLV to discuss the work at Notable, a global VC firm that has been around for 25 years and manages about $4.2 billion in capital. It invests across a few sectors primarily focused on software, such as cloud infrastructure, AI, cybersecurity, and application layer software. In CTech’s 2025 VC Survey, the firm called this year an "inflection point" and Cahana took the opportunity to explain this in more detail.
“I think over the last couple of years we've seen a crazy rise and then a crazy reset in the market,” he explained. “And what we see now is that companies are much more well set up to both grow quickly, but also do so efficiently. And so we see 2025 is a year where the best companies in Israel and globally will be able to achieve that.
You can watch the entire exchange in the video above.
