Omri Barzilay

Investor. Dad. Wave Surfer. New account

[Futurist | 10x Disruptive Stocks @futurist_lens]

Morgan Stanley estimates the humanoid robot market could reach $5T by 2050.

Bookmark this.

Robots don’t scale without this stack:

• Bearings / Actuators → $RBC $AME $RRX $NOVT
• Sensors → $CGNX $ALGM $STM $OUST $VPG $MBLY $AEVA
• Edge AI → $AMBA $CEVA $LSCC
• Humanoid Semis → $NVDA $AMD $QCOM $TXN $ON
• Motion Control → $ROK $PH $ALNT $ABB
• Power Semis → $NVTS $VSH $MPWR
• Connectivity → $CSCO $IRDM $SLAB
• Rare Earths (Motors) → $MP $UUUU $USAR
• Key Suppliers → https://t.co/7iYRqQ5m0C (Sanhua), https://t.co/wpboMAyXgU (Leader Drive)

Own the bottleneck.

Follow the right people on X.

[Omri Barzilay @omribarzi]

@Jason I’m in

[Omri Barzilay @omribarzi]

@NirHirshman מדהים! כמה טוב העולם הולך להרוויח

[Omri Barzilay @omribarzi]

@LucidCap @AdamRFisher @yanaioron @liadagmon הסרט מציג כאילו שהמצב הנוכחי של הפיתוח ב2030 ישאר בערך אותו דבר כשאנחנו צפויים לקפוץ ביכולות 10X לפחות כל שנה

[Omri Barzilay @omribarzi]

@levie Here is a good example of this motion

[Diana @sdianahu]

Congrats to Salient on their $60 M Series A led by a16z! building AI agents for consumer loan servicing

they’re one of the fastest YC startups to get to 8-fig in rev I worked with, closing some of the largest U.S. banks just a few months after the batch

here’s how OSS foundation models powered their growth, and how sending 500 cold emails a day landed their first customers

Congrats @arimalik95 @woodenstick !!

[Omri Barzilay @omribarzi]

@haridigresses @bgurley Direct listings = “democracy” 😂 2020-21 score: WRBY -56 % (54 → 24), ASAN -46 % (27 → 15), COIN ±0 % (381 → 378), RBLX +114 % (65 → 138). Basket +3 % vs S&P 500 +64 % (3,875 → 6,339). Same Wall St. shell game—retail = exit liquidity. Enjoy the single-share crumbs 🎉

[Omri Barzilay @omribarzi]

@asmartbear Copy-paste-improve

[Omri Barzilay @omribarzi]

@nivi Fundraising is the invisible “0.5” slot—do it right and the whole stack gets super-charged: you lure better recruits, fund faster product loops, boost marketing firepower, and give sales real ammo.

[Omri Barzilay @omribarzi]

@MeetKevon Grok 4’s the appetizer—wait for GPT-5 later this month

[Omri Barzilay @omribarzi]

Figma’s IPO filing + Grammarly’s grab of Superhuman prove SaaS isn’t dead, it’s mutating. The next wave is “acquire the feature”: AI-native point tools will get scooped up before markets can price them like platforms—build fast, bundle faster.

[Omri Barzilay @omribarzi]

Microsoft’s latest layoffs make it clear: it’s not age, it’s adaptability. #AI is erasing entry-level grunt work and any seasoned skill that stops evolving. The only safe job description? “Always learning.” Level up or be leveled

[Omri Barzilay @omribarzi]

@jmj When code is commodity, conviction is currency—but distribution is still king. Killing 99 % of ideas means nothing if you can’t win the 99 % grind of sales & marketing. Product is table-stakes; pipeline crowns the winner.

[Omri Barzilay @omribarzi]

Skin-in-the-game is a great alignment signal—but it’s not the whole story. A first-time manager with 1% commit and every reputation chip on the line can out-hustle a 10% commit from a multi-fund franchise that’s already playing portfolio defense. True alpha comes from how you deploy capital—focus, discipline, access—rather than just whose capital it is. GP dollars matter, but GP edge compounds

[Omri Barzilay @omribarzi]

Countdown — Sam Altman says GPT-5 is tracking for summer ’25 release. Prediction markets put odds near 90 %. Time to get your infra in order.

Why it matters — Leaks point to:
• 10× parameter jump
• 200-300 K context window
• Native video + 3-D understanding
• Better planning / less hallucination

Cost curves — GPT-4o halved price; GPT-5 is rumored to cut another 40 %. Every SaaS feature you sidelined as “too expensive to run” just became viable.

Agent-mode by default — Expect multi-step tool calls baked into the API. Opportunity moves from single prompts --> orchestration & UX layers.

Vertical copilots — PhD-level reasoning means you can automate edge-case work in law, accounting, bio-R&D. Your moat = proprietary data + compliance workflows.

Synthetic everything — Higher-fidelity text, audio, video generation lets you create training data, user simulations, even product demos on demand.

Infra gold-rush — 10× params = GPU starvation. Startups that squeeze inference (quantization, caching, distillation) will print money.

Trust layers — Bigger models invite bigger audits. Build eval dashboards, red-team services, and usage-based guardrails; enterprises will pay.

UI shake-up — With video + longer memory, chat UIs feel dated. Expect timeline-style canvases, voice-first flows, and “in-file” AI that remembers sessions.

Action items
• Structure data now (RAG will feel free)
• Modularize prompts → easy swap-in
• Budget for 0.1 ¢ / 1K token dreams

Reply with the niche you’re tackling & I’ll DM a GPT-5-ready roadmap.

[Omri Barzilay @omribarzi]

The silent killer of 90 % of side-projects: feature creep.
Met a founder who promised to launch after “one last tweak.” 90 days & 27 new features later: users = 0.
Dark-mode Easter eggs don’t pay bills. Ship the 70 % version, let customers write v2. How many features did you build before user #1?

[Omri Barzilay @omribarzi]

@SimonHoiberg Love n8n, but “slap a Lovable UI on it and sell” skips the hard part: support, reliability, and enterprise-grade integrations. Low-code workflows are table stakes now—Zapier, Make, and Retool already chase the same SMBs. Differentiation ≠ prettier front-end.

[Omri Barzilay @omribarzi]

@rrhoover @vedikaja_in Fantastic 6-Q rubric. I’d tack on a 7th: Compounding data flywheel—does every user interaction create proprietary feedback that instantly upgrades the product? If that loop isn’t locked down, the next model drop will flatten your moat.

[Omri Barzilay @omribarzi]

@VinnyLingham True, but only if the playing field’s level. Just ~1 M of NYC’s 4.7 M registered voters cast a ballot, and 1 in 5 New Yorkers couldn’t vote at all thanks to closed primaries. Before we say “we deserve it,” let’s fix access and engagement first.

[Omri Barzilay @omribarzi]

@MeghanKReynolds @T_Caldwell @stepstonegroup Who crossed 3X TVPI?