Executive Editor, Morgan Stanley; Ex Editor-at-Large, Fortune & Contributor, CNBC

Bay Area
I never liked iceberg lettuce anyways
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Michal Lev-Ram retweeted
Today's newsletter: Remembering Om axios.com/newsletters/axios-…
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So sad to hear the news of Om's passing. He was a pioneer and a legend at Business 2.0, where I started my career, and where he inspired a whole generation of tech journalists.
It is with profound sadness that we share the news of Om Malik’s passing. It’s difficult to state the impact that @om had on all of our lives at True. Om was the first Founder we funded when we started True. In our Presidio office, Om discussed his idea for a new type of media company. That idea would later become GigaOm. Om was a brilliant Founder, an amazing teammate and Partner at True, a prolific writer, a gifted photographer, and a sage and valuable advisor to so many in the technology ecosystem. Om was brilliant, thoughtful, humorous, profoundly kind, and deeply curious. He was also relentless when he had an idea or story. Om was brave - he never shied away from sharing his views or pushing for the truth. We were very, very lucky to call Om our Partner and friend at True for these last many years. For today, we simply encourage you to take a moment to remember this beautiful soul and great thinker who was in our midst. He would ask us to slow down a bit. Om would want us to think deeper, express our love for one another a lot more. Above all else, Om wanted us all to retain our humanity and care for each other in our brilliant quest to rebuild the world. We love you Om. Team True om.co/2026/06/24/1966-2026/
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Michal Lev-Ram retweeted
Amazing performance by @NoamBettan at the @Eurovision grand final. Vote #3
Task Movies
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So great having @mikeeisenberg on again to talk about the next big milestone for the Israeli economy (and a little Hanukkah too of course)!
Some weekend listening! Wide ranging conversation with @mlevram and @YonatanAdiri on Israel's economy, The Ethos of Hannuka and how it relates to modern times and the opportunities for 🇮🇱 piped.video/JarMtvQQano?si=IhEe…
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Michal Lev-Ram retweeted
Saturday’s PG&E outage was a unique stress test for SF. While our Driver safely handled 7,000+ dark traffic signals, we’re also integrating lessons: rolling out fleet-wide updates for better navigation during outages and deepening coordination with Mayor Lurie & first responders. More: waymo.com/blog/2025/12/auton…
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San Francisco’s once premier shopping center (Westfield mall) the Sunday before Christmas
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Michal Lev-Ram retweeted
BREAKING NEWS: Driverless robotaxi company Waymo says it has paused service as a power outage continues across San Francisco. kron4.com/news/bay-area/powe…
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To be fair I saw some pretty horrific human driving too 😝
Dead waymos all over SF blocking roads due to power outage 😂😂😂
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Bernie Sanders got his moratorium on AI progress?
Update: We are working with first responders and city officials on an outage in San Francisco affecting approximately 130,000 customers. We will share more information as it becomes available.
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Got tickets to see a LIGHT SHOW the same evening SF has a massive power outage. 🤩
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Michal Lev-Ram retweeted
Why good? @AOC don’t we want to become ai leader of the world?
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I graduated from the journalism program at SF State in 2003 and never stepped foot on campus again because of the anti-Israel and anti-Jewish atmosphere at the school and in the department, which I personally experienced multiple times. I hope the school is taking this seriously. But sadly, it's not a new problem. Man arrested for arson at San Francisco Hillel | The Jerusalem Post jpost.com/diaspora/antisemit…
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What's really striking is that this hasn't been picked up by other publications in the Bay Area.
“The motive is not yet known.” (!?!)
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Michal Lev-Ram retweeted
Somewhere in early 2022, Avinatan started his first job with @nvidia, a decision that would later prove to be one of the best he ever made in his life. Throughout the entire two years that Avinatan was held captive, @nvidia was much more than just a workplace; it was one big family. The immense support the company gave Avinatan and his family was extraordinary. People who had never even met him held signs with his picture every single day, every meeting began with a mention of him and a call for his return, and they even kept his desk corner untouched until the day he came back. Everyone—absolutely everyone—stepped up and helped: teammates, his direct manager, employees at the Israel site, and senior executives. All of this was done in full coordination and with direct support from the company’s CEO, Jensen Huang, who personally accompanied the family and called repeatedly to ask how they were doing. @nvidia never forgot Avinatan, who had only worked there for a year and a half before he was kidnapped. Seeing how the company stood by him the entire time shows us what true mutual responsibility really means—how even in days of success and prosperity, they stood by their employee, and fought alongside us. Thank you!!
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Wowowow this is big. The downside? The "Johnny Walker Bridge" (what expats call the bridge to nearby Bahrain where alcohol is legal) might eventually lose its awesome nickname...
A scoop many in Saudi Arabia have been waiting for semafor.com/article/11/22/20…
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Now that we know there's no AI bubble (j/k) let's talk about the prospects of a much smaller cyber bubble... and why, despite the frothiness, a lot of value is also being created (hint: threats are constantly evolving and cyber spend is going up up up). On the latest episode of What's Your Number, @YonatanAdiri and I spoke with @ArmisSecurity cofounder and CEO Yevgeny Dibrov about the state of cyber deals, the future of Israeli cyber startups, and Armis' path to an IPO... lnk.to/7NgQFj
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