Jerry Neumann is a Columbia University professor, author, and retired investor who was named one of the “100 Best Early-Stage Investors” and one of the “Most Important VCs in New York” by Business Insider. He co-wrote Founder vs Investor, runs the iconic blog Reaction Wheel, and has spent decades dissecting how startups really win—not in theory, but in the messy, unpredictable reality of markets, psychology, and human behavior.
This episode is a field guide for founders and investors who want to understand the only force that consistently produces breakout companies: UNCERTAINTY.
Jerry argues that when the future is knowable, incumbents win. When it’s unpredictable, founders have a shot—because uncertainty is the brief window where giants hesitate and entrepreneurs can sprint. But that window closes fast, and what you do inside it determines everything.
Haggai and Jerry go deep into:
If you’re a founder wrestling with conviction, an investor sharpening your judgment, or someone who wants to understand how innovation actually moves societies—this conversation is for you.
Check out the full episode notes, transcripts, and all links on Substack:
👉 https://aggaeus.com
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Gilad Uziely isn’t just the CEO of Sequence—he’s one of the few founders who has lived through every chapter of the entrepreneurial cycle: raising millions, scaling fast, watching the unit economics turn against him, shutting off onboarding, facing 160 rejections, restructuring a cap table with 83 signatures… and then coming back with a product customers paid for before it even existed.
Today, Sequence is a breakout fintech used by small-business owners to orchestrate their financial lives across dozens of accounts. But before the 10× jump from $200K → $2M ARR, before Aleph VC and Emerge Ventures backed the reboot, and before the community formed organically—there was collapse, uncertainty, and a brutally honest founder question:
Are we resilient… or just insane?
Haggai and Gilad trace the journey with clarity, honesty, and a founder’s battle scars:
In This Episode
• The Ashes: shutting down Lance because each new customer shortened runway.
• Facing Reality: fraud, chargebacks, CAC inflation, and letting Excel tell the truth.
• The Pivot: anchoring on two principles—conviction and building only in a blue ocean.
• The Spark: discovering people wanted a “router for their money” so badly they paid $200 upfront for something that didn’t exist yet.
• The Road Through Startup Hell: six months, 83 signatures, and a term sheet pulled at dawn.
• New Investors: Aleph VC and Emerge Ventures stepping in with conviction.
• The Rebuild: finding the ICP, shifting messaging, and 10× ARR in 12 months.
• Craftsmanship Mode: from chopping wood to precision work across pricing, funnels, and value.
• The Principle: automate everything—because compounding only works if your habits do.
Check out the full Substack write-up:
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André Levy is the Chairman of Protégé International Group and Lodestar Licensing, and one of the rare operators who has lived every chapter of modern commerce: expelled from Egypt, rebuilt in the UK, forged his career across Africa, Asia, and Latin America, opened markets by hand, survived corporate politics, and then created global brands—ROUTE 66® and The Wild Geese—rooted in story, truth, memory, and identity
This conversation is a masterclass for any founder, creator, or brand builder who wants to understand how products become myths—and why consumers attach meaning to things long before they ever read the label.
Haggai and André travel through:
• How to build trust in markets where trust is currency
• Why ROUTE 66® felt “real” even before it launched
• The Wild Geese: the Irish diaspora, pride, heritage, and identity woven into a bottle
• The secret: a brand must feel true—before it feels new
• How André turned cultural insight into €200M in annual revenue
• Why corporates fail at innovation—and why entrepreneurs win
• The only real test of a brand: does it spark a story in the buyer’s mind?
If you care about storytelling, consumer psychology, emerging markets, spirits, branding, licensing, or the entrepreneurial psyche—you will love this one.
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Before Alexander Shilman was writing checks into frontier biotech, neurotech, AI infrastructure, and semiconductors, he was something rare in venture: a behavioral scientist trusted by governments, corporates, early-stage teams—and even prime ministers—to decode how humans actually behave under pressure, uncertainty, and change.
That vantage point became a superpower.
Alex spent a decade inside rooms most people never see—fixing real-world problems from cyber-risk to national policy—and quietly building a portfolio of early teams through his behavioral consultancy. Startups came to him to understand users; corporates came to him to understand people; and investors came to him for signal.
Eventually the “consulting portfolio” revealed itself for what it was: deal flow. And the gap in Israel’s deep-tech funding landscape revealed itself for what it was: a generational opportunity.
Today Alex is the Founder & Managing Partner of New Gate Capital, one of the very few funds in Israel purpose-built for deep tech at the point where technology is real, market signal is emerging, and team dynamics either become a moat—or kill the company.
Haggai and Alex go deep into the intersection he sits on uniquely:
behavioral science × human decision-making × deep-tech investing
…and why understanding humans matters more than understanding code.
This conversation is a full tour through:
Alex also walks through two of New Gate’s standout portfolio companies—a cancer-drug delivery breakthrough from Technion, and a neuro-signal platform processing emotions in real time—revealing how he evaluates founders, risk, and resilience where uncertainty is the norm.
If you want to understand where venture capital is actually going, why deep tech is the last defensible frontier, and what makes a team fundable when the world gets unpredictable—this episode isn’t optional.
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How many times can you rebuild your life? Andreas Foeldenyi has done it—again and again. From losing everything after 9/11 to teaching in obscure classrooms just to pay the bills, to becoming Co-CEO of one of Switzerland’s largest private education groups, Academia Group—his story is a masterclass in grit, reinvention, and the art of turning collapse into momentum.
Andreas’s career has spanned continents and contradictions: teacher turned entrepreneur, pianist turned CEO, Swiss executive turned NGO founder in Vietnam. He’s built companies, sold them, lost them, and built again. Now, as he transitions from CEO to multi-board investor and mentor, he reflects with raw honesty on the rollercoaster behind the résumé—and what it really costs to keep starting over.
In this conversation, Andreas and Haggai Klorman Eraqi go deep on:
It’s an unfiltered look at ambition, failure, and resilience—from someone who’s lived the full cycle, more than once.
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Before GO-OUT powered payments and operations for sports teams and music festivals across 14+ countries, it started with a 15-year-old kid in Jerusalem who hacked NBA 2K to play with his hometown team. That same mix of curiosity, grit, and obsession drove Yotam Cohen, now Founder & CEO of GO-OUT, to bootstrap a global company that unites ticketing, payments, and data for organizations that were never built to act like tech firms.
No VCs. No safety net. Just relentless execution and a belief that sports teams and festivals shouldn’t need ten different tools to run their day.
In this conversation, Yotam and Haggai Klorman Eraqi dig into:
• How GO-OUT grew from zero to 14 countries—bootstrapped and profitable.
• The “Halloween crash” that nearly killed the company (and how they rebuilt stronger).
• Why bootstrapping builds better founders.
• How to listen to customers and ship fast—sometimes in the same day.
• The emotional reality of founding: anxiety, failure, and learning to separate the company from yourself.
• The founder vs. CEO paradox: dreaming big vs. running the day-to-day.
• What’s next for GO-OUT—and why they’re now competing head-to-head with the giants they once chased.
It’s a story about turning chaos into clarity, building from instinct, and betting on execution over excuses.
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At Walmart, he turned a paper-napkin idea into a fintech product used by 18 million people.
At StubHub/eBay, he helped scale global marketplaces.
Now, as VP Product (Growth & Incubation) at GoFundMe, Hai Habot is reshaping the giving economy—proving generosity can be productized, operationalized, and scaled.
Hai and Haggai Klorman Eraqi unpack how to build like a startup inside very large companies—where budgets, politics, and legacy systems collide with urgency, ambition, and customer need. You’ll hear how GoFundMe mobilized hundreds of millions in disaster relief within days, why most “innovation labs” stall, and the exact ways intrapreneurs win support, funding, and ship.
In this episode
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A roof that gets colder under sunlight. A paint that cools a building without electricity. A startup that turned a laser-lab theory into a factory product sold to Amazon, Volkswagen, and AB InBev.
That’s not sci-fi—it’s SolCold, and it’s the kind of “impossible” physics that only becomes real when someone refuses to quit.
When Yaron Shenhav was a master’s student in electronic engineering, he couldn’t shake a paradox: why do we burn energy to create cold? That thought—plus an overheated apartment—sparked a decade-long obsession that became a new class of nanoparticle coatings. These materials absorb sunlight and emit higher-frequency light back out, releasing heat in the process. In other words, they cool themselves with sunlight.
Today, Yaron’s company has grown from a crazy idea to a $14M-funded deep-tech startup with 27 employees and global pilots. SolCold’s film-like coating has been tested on rooftops, containers, beer silos, and even car sunroofs—cutting temperatures, saving energy, and keeping systems online during heat waves.
In this episode, Yaron and Haggai dive into the science, the near-death startup moments, and the mindset required to push physics into production. They unpack how SolCold went from crowdfunding in Israel to cooling Amazon warehouses, Volkswagen vehicles, and global breweries—and why lowering the world’s temperature might start with a thin sheet of film.
⸻
In this episode
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Walk into a chicken hatchery that hums like a data center. Engineers aren’t checking feed—they’re tuning frequencies that tilt hatch rates toward hens and save billions in waste. A few kilometers away, a stadium tech lets people with hearing loss sit anywhere and hear perfectly through their own phones. In a care home, adaptive music calms dementia patients enough to reduce medication.
That’s not sci-fi. It’s the world David Fridman is helping build.
David grew up in Chile, moved to Israel, helped launch the country’s first carrier-backed ISP, and co-founded a cyber-intelligence company that later IPO’d in London. After a post-COVID reset, he returned to a first love—music—but treated it like infrastructure. He began teaching musicians to ship products, not just songs, then co-founded MusicTech Innovation Lab to connect artists, researchers, and builders.
Fast-forward: he’s mapping 300+ Israeli music-tech startups, ran MusicTech Tel Aviv with 500+ operators and investors in the room, and his accelerator’s nominees won at Music Ally’s global awards. The thesis is simple and powerful: sound isn’t just entertainment—it’s a toolbox for health, accessibility, education, safety, and new kinds of creativity.
In this episode:
* Why “music tech” now means health, safety, accessibility, and education—not just streaming
* Inside Israel’s surge: 300+ startups, an accelerator, and global recognition
* The discovery crisis: how to find (and fund) artists when 100,000+ tracks drop daily
* AI, ownership, and ethics—and how founders can build useful, defensible products
* Operator tactics: selling to venues, hospitals, and brands; what investors actually back
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Before ARYA, Offer Yehudai had already built and sold two adtech companies ($86M, then $650M). With co-founder Tomer Magid, he launched a premium couples-wellness concierge—part human, part AI—that tens of thousands of U.S. couples now pay for monthly. They charged from day one and, using a no-code MVP (Typeform/Airtable/SMS), hit $1M ARR before writing a line of code. That traction grew into double-digit millions in ARR—all while staying premium-only.
Then came the wall: 197 investors said no. Taboo category. Commerce. “Paid from day one.” Offer kept going—refining onboarding and ads, tightening CAC payback, and building a “Costco-style” limited-SKU supply chain. The right yes finally landed, and ARYA accelerated.
What you’ll hear
• The dinner that sparked ARYA—and why routine (not romance) is the real enemy
• How a scrappy no-code concierge reached $1M ARR fast
• Why they refused freemium—and how that improved retention and payback
• Scaling intimacy: concierge + AI that times, tones, and personalizes guidance
• Commerce without “becoming a store” (few SKUs, direct brands, better margins)
• Fundraising in a taboo: 197 rejections—and what finally flipped the room
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When Dan Comyns ran product & growth at Nexar, he helped turn “try-before-you-buy” from a risky idea into a repeatable system—and learned a simple truth: conversations beat campaigns. A scrappy experiment calling shoppers who’d abandoned checkout crushed every benchmark. That insight became Sellence: an AI sales OS that lets B2C brands talk 1:1 with every interested buyer (SMS/WhatsApp), follow up like your best rep, and escalate to humans when it matters. Even though Dan just started the company, he’s already working with brands across insurance, finance, real estate, and high-consideration e-commerce.
So how did he get here? Dan walked away from a safe PM track with no idea, stacked a graveyard of dead concepts, then followed the data: sell manually first, write the playbook with real conversations, and only then automate. He and his co-founder built multi-agent AI around that playbook (intent, negotiator, follow-up memory), added human guardrails where nuance matters, and kept shipping.
In this episode, you’ll hear:
• Turning abandoned intent into revenue: manual first, then automate
• Designing conversations, not campaigns—across SMS/WhatsApp/voice
• Quality that holds up: engagement signals, purchase attribution, human QA
• Where humans still win (nuance, culture, timing)—and how AI amplifies them
• Onboarding that works: consented phone numbers, simple hooks, clear playbooks
• Building in uncertainty: leaving the safe path, finding partners, fundraising as motion
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When most founders talk “hard ops,” they don’t mean motorbikes, canoes, and villages without roads. Abigail Urey, Co-Owner of LIB Solar, does. Over the last six years, her team has become Liberia’s largest solar provider—operating in all 15 counties and serving 30K+ households and small businesses—by blending rigorous finance with on-the-ground ingenuity.
Abigail walks us through the real work: recruiting community agents, designing pay-as-you-go plans for low-income customers, building a collections network with mobile money, and packaging end-to-end systems (lights, radio, fan—and yes, TVs and solar refrigerators). The result isn’t charity; it’s a business that lets kids study at night, shops sell cold drinks, and micro-markets store meat—while staying cash-disciplined enough to turn down the wrong capital.
We get into modeling uncertainty when data is messy, acting fast when cash flow wobbles, catching fraud before it spreads, and the mindset that keeps you calm when every day brings a new surprise. It’s a masterclass in financing impact without half-measures.
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Before Zoog was an app, it was a bet: kids light up when Grandma’s the hero. Yoav Oren had the track record to try—opened China for Similarweb, closed landmark enterprise deals, produced Netflix’s Krav Maga episode, then got tiny Zoog onto Snap’s Camera Kit next to Disney. DreamWorks and Paramount followed. $1M+ ARR. 20,000+ five-star reviews. Two-minute, AR-powered stories that put family in the frame.
Then came the hits: a 17-hour deal that died at midnight. Investors ghosting after Oct 7. And on Oct 8, his wife’s cancer diagnosis. With sirens in the stairwell and two months of runway, Yoav kept shipping—monetizing early, using AI to speed scripting and animation, and doubling down on partnerships that actually moved the needle.
What you’ll hear
• Why 2-minute stories beat PDFs—and when AR is the product, not a gimmick
• Monetize early, learn faster: toward profitability without stalling growth
• Inside the Snap win + Hollywood IP (DreamWorks, Paramount)
• Scaling content with AI without tanking quality
• Fundraising in headwinds (and why he’d build a U.S. presence sooner)
• Operating under pressure: rituals, team design, mindset
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Bill Gallagher has spent years inside the rooms where companies either stall—or break through. As the founder of ScalingCoach.com, he’s coached CEOs and leadership teams to replace chaos with a repeatable rhythm, set priorities that stick, and build companies that scale without the founder carrying everything on their back.
In this episode, Bill sits down with Haggai to tell the story behind that system. We start with a familiar scene: a team stuck at 40–60 people, sprinting harder but moving slower. Hiring feels random. Meetings sprawl. Cash is tight. Everyone is “busy,” but the needle won’t move. Bill shows how to flip it—by installing a few simple, durable habits that compound:
What you’ll take away
If you’re leading a growing team and feel like more effort isn’t creating more progress, this conversation gives you a calm, concrete path forward.
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Eyal Karban has operated at a scale most investors never see: 2,000+ residential deals across Las Vegas and Phoenix and roughly $1B in transactions—with a playbook built on discipline, data, and transparency.
This episode is the story of how that playbook was forged.
Eyal walked into the wreckage of 2008, learned auctions from the ground up, and then built the systems that make speed possible: an in-house GC (with a warehouse of standardized finishes), a proprietary CRM, weekly pricing updates, Gantt-driven rehab, and hard post-mortems on every project. His team averages ~5 months door-to-door, vets buyers like underwriters, and even pays to tidy the neighbor’s yard if it helps the sale. When a project caught fire weeks before completion, he bought the investor out the next day—because trust comes first.
What you’ll take away:
How pros de-risk flips (from sourcing to buyer vetting) so one mistake doesn’t wreck the year
The operations stack: CRM, standard SKUs, permit tactics, W-2 vs. subs, and why details decide margins
Pricing and speed in soft markets—why being slightly under comps beats sitting on inventory
Incentives that work: comp on successful exits, not just acquisitions
Radical transparency with investors (live P&Ls, photos, timelines)—and why it compounds trust
2025 outlook: why this will be a market for professionals, and how to prepare
If you want a clear, no-BS view of fix-and-flip at scale—and how to build a machine that survives hard markets—this one’s your operating manual.
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Oasis BVS Fund:
Full disclosure — Haggai is a director at Oasis BVS Fund, a financing partner of Better Assets. This post is for informational purposes only and is not an offer to sell or a solicitation to buy any securities.
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If you’re a parent, you’ve probably heard of Nanit—the category leader that turned baby sleep into a measurable, improvable science. Co-founded and led by Assaf Glazer, Nanit became a unicorn and scaled to nine-figure annual sales, backed by Cornell, Technion, and dozens of peer-reviewed studies. Along the way, Assaf raised from top investors (including Upfront/Mark Suster), shipped brutally hard hardware, and built a brand parents still recommend.
Now he’s doing it again with Vinst, bringing AI to the most human place in the house: your kitchen.
Assaf and Haggai trace the arc from hustling soda cans in 5th grade to building a category-defining product, surviving hardware hell, stepping aside, and starting over—measuring everything, moving fast, and running into the storm.
What you’ll take away from this episode:
- How to decide what to measure so behavior actually changes (in teams and in life)
- Why early institutional money can create expensive mistakes—and how to avoid them
- Building brand the right way: purpose → vision → position (and the creative partners that matter)
- Hardware reality: backlogs, bad BOMs, missing sensors—and the day they removed the speaker to ship
- Fundraising truth: when everyone says “you’re a vitamin,” and you still have to win
- The AI era: hiring born athletes, designing for fast-moving tech, and keeping a small team that outperforms bigger ones
- Process control for everything: the same lens that works in semiconductors, the Air Force, textiles—and home cooking
- Why pros do the boring reps (weeklies, scorecards, post-mortems) and amateurs don’t
- The “buffalo rule”: when a storm is coming, run into it
This is a story about grit, judgment, and the quiet courage to start again—this time with better habits and a sharper map.
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Esther Mendlowitz had done it all—built companies, led teams, poured everything into her work.
And yet…It always felt like a mess.
Smart, passionate people pulling in different directions.
Meetings that solved nothing.
Operations that broke every time the company grew.
Eventually, she had to ask herself:
“Is this just what entrepreneurship is supposed to feel like?”
The answer came when she discovered EOS.
In this honest, no-fluff conversation, Esther and Haggai unpack:
● The invisible toll of disorganized leadership
● Why people problems aren’t always about “bad people”
● The moment she realized EOS wasn’t a productivity tool—it was a lifeline
● The 6 components every company must strengthen to stop spinning its wheels
● What it really means to build a well-oiled machine—with people you love working with
This is a story about the quiet heartbreak of working so hard and still feeling like you’re failing—And what happens when you finally find a map that makes the work work.
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📘 Traction: Get a Grip on Your Business
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