About this episode

The episode explores how Israel is emerging as a hub for consumer companies, featuring insights from Danny Cohen and Oren Charnoff of Sticker Ventures.

Israel's next breakout wave isn't coming from B2B. It's being built in consumer. Most people think of Israel as a cybersecurity and enterprise tech powerhouse. Danny Cohen and Oren Charnoff are betting that the country's next defining chapter is being written by consumer founders, and they're building Sticker Ventures to back them. In this episode, Mike sits down with Danny and Oren, co-founders of Sticker Ventures, to unpack why Israel is quietly producing world-class consumer companies, how Israeli founders approach distribution differently than their American counterparts, and why they believe the next decade will see more massive consumer exits out of Israel than the previous twenty combined. They discuss the military-to-startup pipeline that shaped Israel's innovation culture, why Israeli consumer founders are obsessive about unit economics from day one, how AI is creating a new wave of vertical consumer opportunity, and why the US market is almost always the first and primary target, even for founders who've never set foot there. Danny and Oren also share how they came together as co-founders (including the friction that almost kept them apart), their conviction that…

People in this episode

Host: Mike Gelb

Guests: Danny Cohen, Oren Charnoff

Topics covered

• consumer companies
• Israeli startups
• unit economics
• distribution strategies
• military-to-startup pipeline
• AI in consumer markets

Keywords

• Israel
• consumer companies
• Sticker Ventures
• unit economics
• distribution
• AI
• startups

Mentioned in this episode

Organizations: Sticker Ventures

Places: Israel, US

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