Episode 7 – Judah Taub
His VC Firm Just Raised a $140M Fourth Fund. What He Says About AI Cuts Against the Narrative
In this episode of Machine Dreams, we sit down with Judah Taub, Co-founder and Managing Partner at Hetz Ventures, fresh off closing the firm’s $140M Fund IV during wartime and a period of global uncertainty. Hetz now manages close to $500M in assets, and Judah has a front-row view into what serious investors are funding in AI and what they are walking away from.
We talk about why Judah sees this moment as the internet in the late 1990s, why “AI bubble” is really two different debates, and what separates durable AI businesses from fast demos. He breaks down the signals he watches, including a sharp test most founders don’t like to hear: does GPT-X make you obsolete, or does it make you stronger? We also unpack why infrastructure and deep software still win in Israel, what “color of revenue” means in practice, and where returns may actually accrue over the next five years as AI fragments into large models beyond language.
If you’re building, investing, or trying to understand where the real money is going in AI, this is the conversation that cuts through the noise.
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