Co-Founder & General Partner, @stickerventures

Tel-Aviv, Israel
Joined August 2007
Fat Wrappers: The Unbundling of ChatGPT. Everyone's been dismissing AI wrappers. "OpenAI will kill them all." True for thin wrappers. Not for fat ones. Thin wrappers are burritos: a clever prompt wrapped in a tortilla UI. They compete on intelligence, which OpenAI owns. Fat wrappers are burgers: AI in the middle, human buns on both sides. They compete on execution, which OpenAI doesn't want to touch. Thin wrappers are (AI) tools. Fat wrappers are (agentic) services. Consumers paid $10/month for tools that help them work. They'll pay $100/month for services that do the work. File your taxes. Book your trip. Check your health. Why? Because AI is middle-to-middle, not end-to-end. Great at drafting, terrible at messy intake and real-world execution. The human edges matter. Full autonomy is a few years away but hybrid human-AI services work today. While everyone chases better models, the winners will master operations. Great ops is how you turn AI into reliable service delivery. That's how you compete with (and maybe unbundle) ChatGPT. By owning the complex work of actually getting things done. Full article below.
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Danny Cohen retweeted
Everyone talks about Israel’s cybersecurity and defense tech, but what about consumer brands? @coheda, Co-Founder & General Partner at @stickerventures and former GP at Viola Ventures, joins Yoel Israel to explain why he launched Israel’s first VC dedicated to B2C. From mattresses to gaming apps, Cohen argues that Israel’s next global hits won’t come from cyber, but from consumer creativity mixed with data-driven performance marketing. We cover: - Why Israel is uniquely positioned for B2C success - The surprising IPOs and exits you’ve missed - How ex-8200 talent is redefining consumer marketing - Why Israel needs more consumer success stories to inspire the next wave Do you think B2C is the next big thing for Israel? Hosted by @YoelTIsrael
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This post is perfect. If only everyone will follow these rules. The Only Right Way to Ask for an Intro (Everything Else Is Wrong), by @auren open.substack.com/pub/auren/…
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Finally, we are public with our new fund @stickerventures. We believe in the B2C future of Israeli startups.
We are officially public. Please check us out at sticker.vc and also our linkedin post linkedin.com/feed/update/urn…
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Danny Cohen retweeted
Every single partner at @kleinerperkins today started their career as an associate in VC. Even our founder @BrookByers did. The greatest VC of all time @johndoerr did as well. So much for associates!
Fun fact: during Box’s Series B we were in the midst of pivoting to the enterprise, with an untested freemium model, and running out of runway. The strategy was speculative. Every partner we pitched passed, but one associate (@mamoonha) fought to push the deal through, saving us.
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Must read to better understand what’s happening in America. The Antisemitism is at all time high, and this is after the Hamas massacre of innocent civilians thefp.com/p/why-my-generatio… – at Israel
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.@AOC @GretaThunberg and @paddycosgrave are self-righteous personalities who all did the same thing after learning about the Oct 7 massacre. They stayed silent for many days and then spoke up to condemn Israel as it defended itself. Only once they were criticized did they belatedly condemn Hamas, having forfeited any moral high ground they thought they had.
Replying to @GretaThunberg
It goes without saying - or so I thought - that I’m against the horrific attacks by hamas. As I said, “the world needs to speak up and call for an immediate ceasefire, justice and freedom for Palestinians and all civilians affected.” #StandWithPalestine
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Media was very quick to blame Israel for the blast at a Gaza hospital today. Why would everyone take the word of the Hamas run Gaza ministry of health at face value again?? Find facts first. #FreeGazaFromHamas
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Hamas are killing their own. the hospital explosion is the result of a missile misfire. an attempt to fire their "most capable" rocket, aimed at Haifa, a city with 300,000 citizens, many of which are Arabs. it wouldn't be the first time. when Hamas took over from the Palestinian authority, they killed >600 of their own. #HamasislSIS
IDF spokesperson: Analysis of the IDF's operational systems rocket barrage was fired at Israel, from the vicinity of the hospital, at the time it was hit. According to intelligence information, the Islamic Jihad sent the “failed” rocket such that it hits their own hospital
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נשבעתי על קברו של נוני הגיבור שלנו שלעולם לא אשקוט ולא אנוח עד שנדע הכל. לא רק לגבי נוני (11 יום לנפילתו, לא קיבלנו אף דו"ח רשמי), אלא לגבי כל מה שקרה אי פעם שהוביל למחדל ה 7 באוקטובר. פתחנו קבוצה, אתם מוזמנים לשלוח כל מה שיש לכם, בכל פורמט, ללא סדר כלשהו. בינתיים אוספים חומרים.
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The IDF called on the residents of northern Gaza to evacuate so they won’t be harmed. Most Gazan civilians want to do so, but Hamas is stopping them! Hamas wants them there as a human shield; it wants them to die for their propaganda! Hamas does not care about them. Hamas is a terrorist organization that commits war crimes against the State of Israel and harms the Palestinian residents too! Every Palestinian citizen who dies is the responsibility of Hamas alone! #HamasISIS
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Danny Cohen retweeted
WAKE UP ! In Israel it’s still 6:30, October 7 #StandWithIsrael #IsraelUnderAttack #IsraelUnderFire #HamasIsISIS
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חיפשתי במקומות שונים 4 התכונות החשובות של מנהיג. הנה דוגמא: 1. ניהול תקשורת 2. אומץ, עקשנות וסבלנות 3. נוכחות 4. אחריות ופרגון את המלחמה ננצח. והלוואי שאחריה נמצא הנהגה עם תכונות כאלו.
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Hurts to compare the response of the US sports teams and the European football clubs. On one hand the support we are getting from the Nets, Bulls, White Sox, Partiots. and in Europe? either silence or some bland words that mean nothing. #StandWithIsrael nbcsportschicago.com/mlb/chi…
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Danny Cohen retweeted
Such an important message from the incredible @lucyaharish - an Arab, a Muslim, and most importantly - a human being. #HamasisISIS
"As a Muslim, this is not Islam — what Hamas is doing in the name of religion — they’re not Muslims. They’re monsters." Arab-Israeli TV anchor @lucyaharish joins us for a very emotional interview as Israelis of all backgrounds reel from Saturday’s attacks.
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יגיע הזמן לתחקירים הנוקבים, לבירור הכואב, ללקיחת אחריות אישית, להסקת מסקנות. אבל עכשיו, קודם כל, צריך לנצח. באופן חד משמעי, בכל הגזרות וכנגד כל האיומים. עכשיו מנצחים. ואחרי זה צריך להתאחד מחדש. להחזיר את השפיות. ואת האמונה המשותפת. אנחנו חייבים את זה לדור הצעיר של כולנו.
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Danny Cohen retweeted
היה מודיעין, חמאס משקר וגם קצת הומור על מדים. רק העובודת: גיא זהר מסכם מהצד שלנו את יום הלחימה החמישי #מהצד_השני @guyzo
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