PEF - TLV :Follow the AI Money…
Follow the AI Money…
How capital market investors are playing the AI Trade.
Everyone is talking about what AI can build. We’ll talk about where the money is going.
Eyal Haviv, Chief Financial Analyst at Value², the Responsible Investment House, breaks down how institutional investors are playing the AI trade.
Where is real value being created? Where is the hype? And where is institutional capital going next?
We’ll explore
Follow the money - where capital is flowing across the AI value chain.
The infrastructure race - chips, compute, energy and data centers.
The model price war - as AI gets dramatically cheaper, who captures the value?
Hype vs. fundamentals - what the markets are telling us about AI valuations.
AI in the real economy - where productivity gains are already showing up.
Where investors are looking now - what’s attractive, what requires caution, and what’s too early to call.
Who should come
Founders and operators who’ve exited and are now investing their own capital, as well as LPs and angels with exposure to AI.
Talk + Q&A
The event will be in Hebrew.
Free for PEF community members.