Avishai Abrahami

speaker

665 appearances 1 recordings 1 series first heard Jul 2026 last heard 13 Jul

Avishai Abrahami’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

Appearances

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The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · 20VC: Wix's Founder on What Wall St Gets Wrong About AI and Wix | Will Base44 Win the Vibe Coding Wars | The Truth About the Economics of Vibe-Coding | The Buyback Disaster: Lessons Learned with Avishai Abrahami · 13 Jul 2026 podcast

But overall, I think that's what we're experiencing now.

Salesforce is down, ServiceNow is down, Figma would be down.

So there's a lot that at the core, okay, I think it's still down.

Atlassian, if it went up, that's actually the one I'm more concerned about.

And I owned a lot of shares, but I didn't notice that it went up.

First of all, I think it describes less than a zero value to the current business.

Because if you look at peers, they're doing a vibe coding, and the multiple is much higher than the one we would get for base to be a 2 billion, right?

So basically, on its own, it's probably at 8 billion.

I'm not trying to guess the stock market logic.

I think that most of the time, when you follow companies for a long time, you understand that the market got them completely wrong, completely right.

And there's always a mix.

And it's a cycle.

And this cycle, I understand where it's coming from.

I disagree with it.

And I disagree with it strongly on a few companies, less on other companies.

For example, Salesforce.

Salesforce, what is the biggest value Salesforce provide?

It's not the CRM.

It's the fact that you trust a SaaS providers with your data.

You have huge banks, huge companies that actually allow Salesforce to hold all of the customer data because they trust Salesforce.

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