avishai abrahami

T2 · manager / operator

Avishai Abrahami co-founded Wix (NASDAQ: WIX), a $2.1B revenue website platform. He led the acquisition of Base44 (one-person company bought for $80M, now $150M+ ARR). He owns Atlassian shares, invested in K Health, and builds proprietary AI models for Wix and Base44.

8 calls·8 names·75% bull·last heard 29 days ago·20VC
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$K-HEALTHK Healthposition

K Health AI diagnoses better than most doctors; Avishai is investor

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

20VC2026-07
2ndhigh conviction
$BASE44Base44position

Base44 hits $150M+ ARR with 400 people; Wix investing $20M+ annually as AI-native dev platform

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 serves SMBs who won't build their own tools.

20VC2026-07
3rdhigh conviction
$WIXWixposition

Wix CEO says market misprices stock at 1.3x revenue despite $400M FCF and Base44 optionality

Avishai argues the market assigns near-zero value to Wix's core business because it fears AI disruption, but SMB customers won't vibe-code complex business logic, and Base44 ($150M+ ARR) is undervalued at current multiples.

20VC2026-07
8 total
$K-HEALTH
K Health
HIGHavishai abrahami·20VC·29 days ago· position
K Health AI diagnoses better than most doctors; Avishai is investor
K Health has proven its AI diagnoses outperform physicians for common cases. Avishai distinguishes this from general LLM medical research, which he says hallucinates.
"I'm invested in a company called K Health. I don't know if you're familiar with it. Yeah. Alon. And uh they've proven that they diagnose better than most of the doctors."
45:26
$BASE44
Base44
HIGHavishai abrahami·20VC·29 days ago· position
Base44 hits $150M+ ARR with 400 people; Wix investing $20M+ annually as AI-native dev platform
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 serves SMBs who won't build their own tools.
"We make about $400 million a year in free cash flow. And we invest about 200 and something million into base 44. We all give too much credit for AI and what it can do."
0:39
$ISOMORPHIC-LABS
Isomorphic Labs
MEDavishai abrahami·20VC·29 days ago
Isomorphic Labs and specialized AI firms will solve complex reasoning, not frontier LLMs
Frontier models lack capacity for true scientific simulation; specialized companies like Isomorphic Labs, Latent Labs, Chai Discovery that combine architectures will crack protein folding and complex reasoning.
"I I'm not I don't think it is but I do think your isomorphic labs and your latent labs and your chai discovery who specialize in very very complex reasoning around"
47:23
$WIX
···
Wix
HIGHavishai abrahami·20VC·29 days ago· position
Wix CEO says market misprices stock at 1.3x revenue despite $400M FCF and Base44 optionality
Avishai argues the market assigns near-zero value to Wix's core business because it fears AI disruption, but SMB customers won't vibe-code complex business logic, and Base44 ($150M+ ARR) is undervalued at current multiples.
"Well, I think that's kind of a thing now with all SAS companies, right? Where the multiples went to [__] and I think a lot of it is is because the market don't know how to calcula…"
4:30
$FIG
···
Figma
MEDavishai abrahami·20VC·29 days ago
Figma earns near-religious devotion from designers; Avishai admires product quality
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 excellence.
"So, it's not direct. I think that the one company I really really appreciate Figma. I think they have brilliant product understanding of their market and and when I look at it I'm…"
60:28
$MNDY
···
Monday.com
LOWavishai abrahami·20VC·29 days ago
Monday.com CEO Eran Zinman unable to detach happiness from stock price unlike Avishai
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.
"Eron from Monday said he was not able to do that. Haha. And so I'm a more white hair. You see that?"
22:08
$CRM
···
Salesforce
MEDavishai abrahami·20VC·29 days ago
Salesforce trust moat makes it AI-resistant; CRM software is small part of value
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 guarantees that make banks and governments use Salesforce.
"Salesforce, what what is the biggest value Salesforce provide? It's not the CRM. It's the fact that you trust a SAS providers with your data, right? You have huge banks, huge comp…"
7:15
$TEAM
···
Atlassian
MEDavishai abrahami·20VC·29 days ago· position
Atlassian recovered but CEO worries developers will replace Jira with custom code
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 something about the moat.
"Atlassian for me is actually the one where again I'm a shareholder. So I want to be clear, okay? And I love the company. I've been a shareholder for a very long time. And when I l…"
8:59