Base44 is growing rapidly as a vibe-coding platform for developers and agencies; Wix owns it and sees it as the future for customers who want custom software, while core Wix serve…

Enterprise customers trust Salesforce with sensitive data; that trust is the real moat, not the CRM functionality. Vibe-coded agents cannot replicate the compliance and security g…

Avishai owns Atlassian shares and admits concern that developer customers could build their own ticketing workflows with AI, yet the stock recovered — suggesting he may be missing…

Mentioned as a peer SaaS company; Avishai notes Eran Zinman struggles with stock volatility while he himself ignores it. No direct thesis on Monday's valuation.

K Health has proven its AI diagnoses outperform physicians for common cases. Avishai distinguishes this from general LLM medical research, which he says hallucinates.

Frontier models lack capacity for true scientific simulation; specialized companies like Isomorphic Labs, Latent Labs, Chai Discovery that combine architectures will crack protein…

Figma's product understanding and quality create extreme user loyalty — designers use it for everything including grocery lists. Avishai respects this as a benchmark for product e…