Amit Ezer

@meduplam @NavotV לא חושב שיש פה מקום לאבל. כמעט כל m&a זול היום נכשל בפועל, ובטח שלא מראה צמיחה כל כך יפה. לא חסר חברות שזורקות כסף על מרקטינג בלי הצלחה, וויקס הצליחו לעשות משהו שהרבה חברות בשווי הזה היו מאוד שמחות לקבל

@NavotV בדיוק. והמתחרים הם סטארטאפים, אין להם בעיה לשים הודעות בעיתונות עם מספרי ARR מפוצצים.

אחרי שבמהלך מלחמת איראן 1, וויקס הכריזה על הרכישה של בייס44, סטארטאפ וייב קודינג של סולו-פאונדר שהתפוצץ למעל מיליון דולר ARR תוך חודשים ספורים. היום תוך כדי מלחמת איראן 2 - וויקס מדווחת שבייס44 הגיע לקצב הכנסות של 100 מיליון דולר ב-ARR.

@jasonlk True, but only if Wix gets left behind. Right now, they’re the #1 recommendation for 'website builder' in ChatGPT. Instead of being disrupted, their distribution just got a 10x boost from the chat revolution. They're capturing the 'non-technical' demand before it even looks elsew

@AmitEzer For sure. It’s just even if you lose 15%-20% of the potential growth you could have had .. that maims you And it’s shocking how much better these apps are getting for “non-technical” users … and will only get better …

It’s now becoming clear Claude will do anything in enterprise software that … it can do on its own platform. Legal, HR, health, design, product, whatever. If it can do it on its own platform, it will. If Claude can do it, you will be disrupted If Claude can’t do it, you won’t be If Claude can do a lot of what you do — but not all — your customers won’t churn but that’s where everyone will decelerate unless you build a winning agentic layer on top of it.

@jasonlk Fair enough, but I’d argue the typical Wix customer (restaurants, salons, etc.) is non-technical. They aren’t looking at Replit or self hosting, they just want a business that works. Wix is their entire operating system, not just a site builder.

Maybe. We moved all our SaaStr websites from Squarespace to Replit because we were sick of not being able to get them to do what we needed them to do. That’s not total disruption But it’s a partial one. And we pay MUCH more for those sites than we did to Squarespace. So they lost more notionally than just $100-$200 a month. And why IMHO they are smart to lean into Base44

@nirzo @Wix Shopify to Wix single-click migration tool + 3 years of 80% discount. Marketing everywhere (digital to Subway) like crazy, within a month $WIX will break the roof again!

We're always trying to build what you actually need, not just what sounds cool. So: what's the one feature or tool you wish @Wix had right now?

@nirzo All the AI in the world won’t replace e2e website platform with real drag&drop, marketing+sales+support tools for businesses like in Wix. Analysts should actually talk to Wix customers to understand how deeply businesses are rooted in the Wix ecosystem — even if pricing goes 2x

Few words about our earnings yesterday and how we think about the future First, Q3 was a clean beat and raise with quarterly growth Y/Y at 14% for both revenues and bookings and cash flow margin at 32% (rule of 46) These results are mainly Wix based (Base44 growth is excellent but still small numbers compared to Wix) and led to the annual guidance raise The solid Q3 (following similar results in the 1st half of the year) is testament to the strength of the Wix brand, with almost 300m signed-up users globally and many millions who rely on us every month, to support their business and livelihood We are also projecting certain ramp up in expenses associated with the explosive growth of Base 44 - AI costs and marketing investments We received quite a lot of questions from the investor community about Base 44 and it's potential for profitability. These are natural concerns for public market investors, however it's important to remember that Base44 is in diapers :) yet we are very confident that we know how to continue it's growth trajectory to future profitability, just like we did with Wix We saw the stock pullback yesterday and it's never an enjoyable moment, that being said we are sure that our investments will serve to maintain and expand Wix's position as a leader in supporting businesses and entrepreneurs all across the globe @Avishai_ab

@shakedko סוף סיפור ssh למכשירי קצה זה לגיטימי כמו ssh לשרת בענן. במכשירי קצה לא נולד פתרון שלא חודר קצת לפרטיות. הם פשוט היו צריכים לעשות את זה דרך מוצר מבוקר כמו AWS Greengrass ולא איזה פאצ' בשקל.

כשאתם קונים מוצר הביתה, אתם תוהים לעצמכם כמה הוא מאובטח? חוקר סייבר רכש לעצמו מיטה חכמה של Eight Sleep, כזו שמאפשרת לשלוט בטמפ׳ וגילה שמאובטחת - היא כנראה לא ממש. אז מה בעצם אפשר לעשות עם מיטה חכמה, חוץ מלשלם עליה 2000 דולר ומנוי, לשלוט על הטמפ׳ ואיך הוא בכלל גילה את זה?👇

@amitisinvesting I guess he is following you 😜

RAY DALIO BUYS 1.5M SHARES OF $GRAB & 2.1M SHARES OF $HOOD. Grab was a new position while Robinhood was a position they increased by 645%.

@wallstengine @KeilafOmer so $INVZ should be inside as well?

$LYFT TO LAUNCH MOBILEYE-POWERED ROBOTAXIS IN DALLAS BY 2026 Lyft is partnering with Mobileye $MBLY and Japan's Marubeni to roll out fully autonomous robotaxis, starting in Dallas in 2026. The collaboration leverages Mobileye's cutting-edge AV tech, Marubeni's fleet ownership, and Lyft's platform. This marks a major step for Lyft in the AV space as it plans to scale to thousands of vehicles across multiple cities after its Texas debut. Lyft's asset-light strategy relies on partnerships for vehicle ownership and fleet management, aligning with its growing Flexdrive service. As competitors like Uber ramp up AV partnerships, Lyft is strategically positioning itself in fleet operations, demand generation, and marketplace integration. Source: TechCrunch

@amitisinvesting See $GRAB now as well... Bro everything you touched turns to gold 😅

DAN IVES RAISES $PLTR PALANTIR PRICE TARGET TO $120

@urieli17 העלבת את האופריטור

@AmitEzer הזמנתי אני

איך אני אמור להתרכז בשאר השיחות היום...

@jasonfried I'm betting on the sample project—that's what made the difference in my SaaS. But it would be great to see trial email inside-click rates and same-user conversions on the same timeline.

We increased Basecamp trial->paid conversion by 30% and we don't know how. Or even want to know how. Here’s the story: Not too long ago, we dedicated a 6-week cycle to improving Basecamp's onboarding flows. The aim was to increase conversion from trial to paid by smoothing out the initial experience of getting going, doing a better job of quick-teaching the basics, and making a few things a little bit easier each step of the way. At a high level, these were the projects in that 6-week period: * Adding a sample Getting Started project with steps and basic education. * Streamlined project creation (reducing it to one step from the previous multi-step process) and exposed all the tools upfront. We also removed the wizard option. * Revamped and simplified the blank slates that introduce unused tools. * Refreshed the sample project for creating a podcast (great cross-functional example people could relate to). * Sped up creating a new account (people used to have to wait a few seconds while the sample projects were generated). * Added an email reminder that the trial was ending soon. * Dropped the other sample project so we didn't overwhelm with examples. * Rewrote the Hey! menu onboarding messages/tips so they were easier to follow. The result? A huge 30% increase in conversion. 30%! As anyone who works in this field knows, conversion improvements (without tricking people) are usually a grind. You're typically thrilled to see any results, and often have to parlay small single digit improvements into more single digit improvements, hoping to eventually hit double digits. Yet somehow, this time, we managed to find our way to a 30% increase. And we have no idea how. And we don't care to find out. What was it exactly? Was it just one of the things that really mattered? All of the improvements together? A handful of small improvements that tipped into something bigger? Don't know, don't care. We spent six weeks on the work, we did our best, and something worked out really, really well. We're thrilled with the outcome, and that's enough for us. That was the point in the end, wasn't it? You could make the argument that we should have tried each thing separately, measured each impact, and then decided where to go next (or known when to stop). You could make the argument that changing so many things at once makes it impossible to know which variables actually mattered. You could have argued we should have been more rigorous in our evaluation so we could learn something fundamental we could apply to a future project. You could argue all those things. While you were debating those points, spending months teasing out answers, or testing each change in high-traffic succession for statistical significance, we were already basking in the results and moving our product teams to the next project. In six weeks all the work was done, we did our best, and it worked. The point wasn't to know, it was to do. And it was done.

@nelntz כל עוד המוצר משחק סביב תוכנה ולא טילים לירח, אז מרקטינג בכל הכוח. כשעוד חצי שנה שהמוצר יהיה בחוץ, כולם יכירו את הברנד ויהיה קל להתחיל לקבל פידבק מלקוחות אמיתיים

הקמתם סטארטאפ. מצאתם שותפים, עבדתם על רעיון, פגשתם משקיעים, ועשיתם גיוס של 5 מליון דולר. על מה השקל הראשון יוצא?

@jasonfried if you find yourself reading docs of a purely SaaS with no major customer facing API, someone did something wrong...

@jasonfried it's just the opposite of "keep it simple" on every aspect. Easy things like filtering or setting a list of tasks is sooo complicated you literally need to read docs to make it work properly

It's remarkable how unliked Jira is. Hard to come up with another piece of software that seems so universally panned by people who have to use it, yet has clearly proven popular. I guess there's Salesforce, but... So what is it about Jira that so many don't like?

@levelsio Specifically for AI products I'll get some AWS credit, and stick with a low barrier freemium model

@levelsio Free plan doesn't mean no limits, it's just a great way to build brand/trust in the specific market and bring more leads through the door.

Unless you've got $100M in VC funding You're just going to lose money allowing free users Especially if you're in AI because the costs are so high

@soloinvesting חוץ מזה שיש להם מנכל שפשוט לא מוכן לוותר @KeilafOmer וזה סימן מעולה.

@soloinvesting מחזיק ומחזק. לדעתי האנליסטים כבר באנטי על לידאר, מיוחד אחרי אמירות עבר של מאסק וחבריו. מצפה שזה יתהפך, יש המון היגיון שהמוצר שלהם ישב בכל אוטו בעתיד הקרוב

שברתי את כל החוקים שלי עם $INVZ ולא מכרתי למרות ירידה אגרסיבית מאוד במחיר המניה. אין ספק שכל המשקיעים מאוכזבים מאוד אבל אחרי המחקר המשמעותי שעשיתי על החברה ובעיקר על המוצר, כולל ביקורים והתנסות במוצר, אני ממשיך להאמין שכולם טועים כאן ושהפוטנציאל גדול. החברה נסחרת מתחת לשווי מזומנים = השוק לא נותן שום ערך כלכלי לפעילות החברה ולמוצר. החברה לפני אתגרים גדולים, שכוללים גיוס מזומנים קרוב ואולי רוורס ספליט במחיר המניה כדי לעמוד בתנאי המסחר. מול כל זה החלטתי להגדיל היום משמעותית את האחזקה, אני מאמין שהשלב בו השוק יבין שהחברה היא המובילה בתחום קרוב מאוד. הודעות חיוביות על חוזים חייבים להגיע בזמן הקרוב, אחרת החברה תתמודד אתגרים שיכולים אפילו להביא לסיום דרכה. יש לי עוד עמודים לכתוב על מה שקורה כאן אבל בינתיים נסתפק בזה. אין המלצה בשום אופן, מחזיק ומאמין.