Gigi Levy-Weiss is a former Israeli Air Force pilot who uses his pilot training to identify high-agency entrepreneurs who stay calm under pressure, and he brings deep hands-on experience as a repeat founder and CEO of major public companies like 888 Holdings before becoming a VC. He's known for his data-obsessed approach to evaluating startups through detailed retention and engagement cohorts rather than vanity metrics, and he champions a philosophy of running thousands of simultaneous experiments to build learning organizations that can exploit AI agents for ultra-lean operations.

• Deep conviction that speed and rapid experimentation are the defining traits of successful founders in the AI era. He argues that because AI drastically lowers the cost of trying new things, startups should run thousands of parallel tests rather than over-thinking or protecting ideas. He refers to this approach as finding the truth through volume and considers hesitation or permission-seeking to be a fatal flaw.
• A specific thesis on the evolution of software for small businesses, moving from tools people use to agents that do the work for them. He posits that the best distribution model for these AI agents will be vertical marketplaces rather than standalone SaaS products. He believes these marketplaces will aggregate services to lower acquisition costs and solve the fragmentation problem for SMBs.
• Strong interest in the changing landscape of cybersecurity, specifically the shift from defending the operating system perimeter to protecting the application layer. He notes that modern risks now live in code packages, plugins, and AI models, citing his firm's investment in Koi Security as an example of backing teams that recognized this architectural shift before the broader market did.
• Long-standing belief in the gaming industry as the leading edge of entertainment. He focuses on how artificial intelligence is not just optimizing production but unlocking entirely new gameplay mechanics. He actively looks for studios that combine strong creative DNA with the ability to leverage these new technologies for breakout hits, such as the teams at Superplay.
• Focus on the intersection of biology and technology, particularly regarding longevity and women's health. He views longevity not merely as a medical niche but as a broad economic opportunity that creates societal resilience. He draws parallels to how recent weight loss drugs transformed the market, suggesting similar massive opportunities exist for startups addressing sleep, energy, and aging.
• Appreciation for the unique mindset of Israeli founders, particularly their adaptability and intensity. He frequently highlights that the local culture of low ego and high speed creates a distinct competitive advantage, especially when navigating the fast-paced changes brought on by generative AI.