Investing in game-changers from early-stage and beyond
Israel
Joined September 2015
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Great conversations, new connections, and fantastic food.
A few moments from our AI Founders Brunch, co-hosted with our friends at @Highrise_AI.
Thanks to everyone who joined us!
📸 Full photo album: eu1.hubs.ly/H0ztBqT0
@edo_perry @YonatanMandelba @MarkMendelman
Congratulations to @maayansa_, @oravidov and the @ElementaryData team on joining @boomi!
Elementary helps data teams catch and fix data issues before they reach dashboards, models and AI agents. What began as an open-source project is now used by more than 1,500 data teams, with 1.1M+ downloads a month and a community of about 4,000 members.
AI is only as trustworthy as the data behind it. Elementary adds its data observability and reliability capabilities to the Boomi Enterprise Platform, giving enterprises the data quality and governance they need to run AI in production.
Looking forward to seeing what the team builds next as part of Boomi 🚀
@ronasegevgal
Proud to see our portfolio recognized on the 2026 #Disruptors60 by @GreenfieldVC, unveiled live at @TechCrunch Disrupt today - a list celebrating the world’s most groundbreaking AI startups!
Congrats to @Attestable, @OligoSecurity, and Oz, innovating across infrastructure to applications and shaping the future of AI.
As AI becomes part of everyday enterprise workflows, securing the tools employees use and build with is becoming increasingly important.
Congratulations to our portfolio company @pluto_security on emerging from stealth with $42M in funding!
In less than a year, Pluto has reached multi-million-dollar ARR, secured more than 1 million endpoints, and built a customer base of over 40 enterprises, including multiple Fortune 500 organizations.
Founded by @ShaharBahat, @TalOferRegev, and Gil Maman, Pluto is building the security layer for the AI workspace, enabling enterprises to embrace AI innovation without compromising security.
We're proud to have backed the team from the start and look forward to what's ahead!
Quantum computing is entering a new phase. Breakthroughs are accelerating, real-world applications are getting closer, and the convergence of AI and quantum computing could fundamentally change how we think about computing.
But how close are we to quantum computing's own "ChatGPT moment"?
In the latest episode of Behind the Investment, @ronasegevgal sits down with @ItamarQuantum, Co-Founder & CEO of @QuantumQM, to discuss what's driving the rapid progress in quantum computing, the technological breakthroughs reshaping the field, and what the next few years could look like.
They also reflect on their journey together since 2018, when we first backed Quantum Machines, long before quantum computing gained today's momentum.
Watch or listen to the full conversation: tlv.partners/podcast/quantum…
TLV Partners retweeted
מה יקרה בעולם כשמודלי ה AI יהיו פי 50 יותר חכמים, וגם פי 50 יותר מהירים?
ומתי זה יקרה?
אנחנו מסוגלים בכלל לדייק בלדמיין את המציאות בעולם כזה? אנחנו יכולים בכלל למדוד אותה?
אני חושב הרבה על מתי זה יקרה, ואיך זה ישפיע על העולם. וזה חתיכת קיצוני.
ועל בטוח מגיע.
Huge congratulations to @guybortnikov, Lior Gorbonos, and the entire @InferizeAI team on their acquisition by @nebiusai!
Founded just this January, Inferize built a working prototype within three months, tackling one of the key challenges in AI infrastructure: helping large AI models get up and running faster, while making better use of GPU capacity and improving the economics of inference at scale.
Now, the team will bring its technology and systems expertise to Nebius Token Factory, helping strengthen its production inference stack.
We’re proud to have backed Guy, Lior, and the team from day one, and excited to see what they build next at Nebius.
@ShaharTzafrir
TLV Partners retweeted
לא עבר הרבה מדי זמן, ונביוס קנו אותם (ועשו בשכל!). צוות יוצא דופן והיה לי המון מזל שהם בחרו בי וב TLV בתור הקרן היחידה שהספיקה להשקיע :) רק עשרה חודשים מאז שהשקענו!
“Software was eating the world. Now electricity, power and concrete are eating the world back.”
In a new episode of Nafal Ha'asimon - נפל האסימון podcast, @YonatanMandelba sits down with Mark Mendelman to unpack the infrastructure behind the AI boom - from neoclouds and GPUs to data centers, energy, and the massive compute demands reshaping how AI companies are built.
Watch/listen to the full episode: tlv.partners/podcast/nafal-h…
TLV Partners retweeted
ההופעה של neoclouds היא אחת התופעות המרתקות ביותר בעידן הAI הנוכחי. יש היום בדיחה אצל הVCs בארה״ב, שהעתיד של כל חברה הוא להפוך לneocloud.
אבל מה זה בעצם neocloud? מה מבדיל neocloud אחד מאחר? ומהם המאפיינים הייחודיים של סוג החברות החדש הזה?
אז ישבתי עם מארק מנדלמן, ה-CTO של Highrise AI, כדי לענות על השאלות האלה ועוד.
מארק מבריק, תמיד אוהב לעזור לאקוסיסטם הAI המקומי לצמוח, והוא אחד האנשים הבודדים בישראל שבאמת מבינים לעומק את כל הניואנסים והמורכבויות של neocloud מהתשתית הבסיסית ועד למעלה.
Timestamps:
0:00 Intro
2:50 Mark's background
16:00 Why are Neoclouds necessary
24:30 Compute's growing importance
29:00 Hut8 & Highrise
37:00 Who are the ideal customers for neoclouds
40:00 Biggest challenges for neoclouds
54:00 How to select a neocloud vendor
What does the TLV AI 50 reveal about the direction of Israeli AI?
In a recent @Calcalistech article, @YonatanMandelba explores the rise of Israeli neolabs and the country’s growing strength at the frontiers of AI security, safety, and vision.
Read the full article:
eu1.hubs.ly/H0ypD4k0
Explore the full 2026 TLV AI 50:
eu1.hubs.ly/H0ypD4n0
We led @buildots’ Seed round back in 2018, when the idea of bringing AI to the construction industry was still far from obvious. Eight years later, Buildots is powering the global data center buildout and has just announced $130M in new funding, bringing its total capital raised to $297M.
@ShaharTzafrir sat down with Buildots Co-Founder & CPO Aviv Leibovici to reflect on the company’s remarkable journey and discuss how the global data center boom is reshaping the construction industry and creating a massive opportunity ahead.
Read the full story on @N12News and listen to the conversation on The Ecosystem Podcast hosted by @AlonCinamon and Tal Giladi: eu1.hubs.ly/H0ykwhy0
TLV Partners retweeted
בטח שמעתם על הקריאה להאטה בפיתוח מודלי AI. נושא מעניין ביותר בעיני.
אבל מה שלא בטוח זה איך לגרום לזה לקרות בצורה פרקטית, בטוחה, ויעילה.
@attestable ו @prlnet מכריזים על שיתוף פעולה כדי לאפשר האטה אחראית דרך verifiable inference.
The world is debating whether frontier AI needs to slow down. If it comes to it, do we know how?
A lab can say it stopped training. A country can sign a treaty. But, is the compute following the rules? @attestable is building that layer. New blog! 🧵
TLV Partners retweeted
שלא יהיה לינקדין, אבל אם מעניין אתכם לשמוע את אחד היזמים של בילדוטס ואותי על מה הם עושים, מה האתגרים, למה זה מוצר ה AI / ראיית מכונה לדעתי מהמסבוכים בעולם, ואיך vc מסתכל על השקעה בקונסטרקשן-טק לפני שהמציאו את המושג - אתם מוזמנים. ואשמח לענות על שאלות אם יש. וידאו/אודיו --> open.spotify.com/episode/0Jc…
A major milestone for @buildots: $130M in new funding, bringing its total capital raised to $297M.
With a multi-year streak of 3x annual revenue growth and adoption by more than 100 of the world’s largest construction firms, Buildots is powering the transformation of a $16T industry and the global AI data center buildout.
Proud to have backed Roy Danon, Aviv Leibovici, @YakirSudry, and the Buildots team from the earliest days, and to see their bold vision transform how the world’s most complex construction projects are managed. Congratulations to the entire team on this remarkable milestone!
@ShaharTzafrir
TLV Partners retweeted
Things I already knew to be true but were reinforced:
- @PapiniShahar is a beast
- @attestable has (and will continue to) gone above and beyond to usher in true AI safety and integrity
A trustless solution means you shouldn't have to trust even us at @attestable. Formally proving our stack in Lean is essential, and incredibly exciting. More info to come...
btw this project was finished so far ahead of schedule, @PapiniShahar is an absolute beast!
