Israel's deep tech edge: Zack Fagan on AI's real bottleneck
Zack Fagan, partner at Earth & Beyond Ventures, argues that AI's real bottlenecks are physical: power delivery, heat dissipation, and data throughput, not processors. He discusses Israel's deep tech advantages, including proximity to defense primes and startups, and why quantum may produce Israel's first category-defining deep tech company.
Zack Fagan, partner at Earth & Beyond Ventures, argues that AI's real bottlenecks are physical: power delivery, heat dissipation, and data throughput, not processors. Speaking on the Jerusalem Post's Defense & Tech podcast, he says Israeli engineering can win where a GPU handling a thousand data points is limited by a wire feeding a hundred at a time. On defense, he pushes back on the idea that only Israel produces battle-tested founders, noting the real advantage is proximity: the front, primes, and startups are within driving distance. He also discusses why quantum may produce Israel's first category-defining deep tech company, how his fund separates a real business from a 'science project,' and the essential founder trait of talking like a PhD and an MBA in the same meeting.