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Oren Charnoff
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Sep 6, 2026
Meta’s $16.7 billion fine is a win for this Israeli VC thesis - #0099, Oren Charnoff
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5:54
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6:23
12:03

James SpiroHOST
So make the case that Israel is no longer just cyber nation and you don't have to lean on eToro as an example, but kind of the big consumer context, like where did that come from? Why is Israel's moment now

Oren CharnoffGUEST
Israelis are great technologists, they're quants, and they're mostly known for their history and compounding, you know, 25 years of building in B2B.

Oren CharnoffGUEST
But these same quants, these same awesome technologists who do anomaly detection and cyber can optimize the constraints of budget channel yield of consumer growth.

Oren CharnoffGUEST
You know, if you're a hacker, B2C is an incredibly fun place to be because the feedback loops are incredibly fast.

Oren CharnoffGUEST
In the 30 minutes we're going to spend in this jazz session of podcasting, we could have run dozens of ads for lead gen campaigns and conversion rate funnel optimization.
5 MINS LATER

James SpiroHOST
It's quite refreshing now, isn't it, I guess, to hear that the consumer's moment is coming.
Why Israel Keeps Producing Billion-Dollar Consumer Companies with Danny Cohen and Oren Chernoff
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Oren CharnoffGUEST
The first one is it reinforced? Because you were talking about, oh, are the exits capped on the physical product side? Is the revenues capped? No, there have been 11 $1 billion liquidity events of venture-backed perishable brands in the past 15 months.

Oren CharnoffGUEST
Number two, there have been 18 CEO changes of publicly traded, perishable businesses, be it retailers or brands themselves, on the public side.
7 MINS LATER
