AI, Energy, and the Future of Israel’s Tech Ecosystem — A Conversation with Devora Mason

AI, Energy, and the Future of Israel’s Tech Ecosystem — A Conversation with Devora Mason

Marc Schulman speaks with Devora Mason, a Canadian-Israeli tech and capital strategist whose career has moved from Jerusalem’s startup scene to venture capital, infrastructure, and AI-driven investment. Mason discusses her new venture, Acadia Green, which focuses on the physical infrastructure behind artificial intelligence: data centers, energy, and the capital needed to build them. The conversation ranges widely: why AI is becoming an energy and sovereignty issue, why family offices are looking for direct access to infrastructure deals, and why Israel remains central to the technologies that power data centers even when most of the projects are abroad. Marc and Devora also discuss the shift of talent from Jerusalem to Tel Aviv, the decline in foreign delegations since the war, the challenges facing women founders in Israeli tech, and the broader question of whether AI represents a new industrial revolution—or something far more disruptive. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit marcschulman.substack.com/subscribe [https://marcschulman.substack.com/subscribe?utm_medium=podcast&utm_campaign=CTA_2]

Israel After the Iran Gamble: Politics, Strategy, and the Limits of Power

This week on the Tel Aviv Diary Podcast, Marc Schulman returns to his Tel Aviv studio after several days in Budapest to examine one of the most consequential weeks Israel has faced since the fighting with Iran came to an end. Rather than focusing on the battlefield itself, Marc argues that the real story is what happened afterward: the diplomatic fallout, the strategic mistakes, and what he believes is a profound failure of long-term planning by Israel’s leadership. Marc explains why he believes Israel’s gamble on regime change in Iran failed the moment the regime survived, leaving Israel strategically weakened and increasingly dependent on an American administration that quickly shifted its priorities. He discusses the new U.S.-Iran understandings, the implications for Lebanon and Syria, the continuing military presence on multiple fronts, and why he believes Israel’s current security strategy is stretching the country’s manpower, economy, and diplomatic standing beyond sustainable limits. The episode also examines the growing political battle ahead of Israel’s elections, including the latest polling, Gadi Eisenkot’s emergence as the leading challenger to Prime Minister Benjamin Netanyahu, and the controversial agreements with the ultra-Orthodox parties over military service. Marc explains why he believes Israel’s next government will need to rethink not only its politics but its entire national security doctrine. Beyond Israel, Marc analyzes the surprising Democratic primary victories in New York by candidates highly critical of Israel, what those results may signal about the future of American politics, and how changing attitudes inside the Democratic Party could reshape the U.S.-Israel relationship. Finally, Marc turns to the rapidly accelerating world of artificial intelligence. Drawing on his own daily experience using AI to write, research, program, and redesign major projects, he reflects on why AI is simultaneously the most exciting technological revolution of his lifetime and one of the most unsettling. Whether we welcome it or fear it, he argues, it is already transforming the way we work—and the pace of change is only accelerating. A wide-ranging discussion of strategy, diplomacy, Israeli politics, American politics, technology, and the difficult choices that lie ahead for both Israel and the wider world. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit marcschulman.substack.com/subscribe [https://marcschulman.substack.com/subscribe?utm_medium=podcast&utm_campaign=CTA_2]

Israel’s Strategic Trap — and the Fight to Reclaim the Narrative

In this episode of Tel Aviv Diary, Marc Schulman begins with a candid assessment of the rapidly evolving strategic landscape facing Israel following the latest marathon negotiations between the United States and Iran. Marc examines the implications of linking the Lebanon conflict to the future of the Straits of Hormuz, the growing tensions between Jerusalem and Washington, and the uncomfortable reality of Israel’s dependence on American military, diplomatic, and economic support. He argues that while many Israeli politicians speak of standing up to the United States, the country has not yet developed the military and industrial independence necessary to do so. The result, he suggests, is a strategic dilemma that will require years of planning and investment to overcome. Marc also reflects on the broader lessons of the past several years, including what he sees as Israeli overconfidence in Lebanon, the limits of military power, and the need for a long-term strategy that recognizes both Israel’s strengths and its vulnerabilities. As conflicting claims emerge from Washington and Tehran about inspections, sanctions, and future agreements, he explores why Israel finds itself with fewer options than many would like to admit and what that could mean for the future of U.S.-Israel relations. The second half of the program features an in-depth conversation with Emmy Award-winning journalist, filmmaker, and activist Yuval David. Fresh from participating in an international LGBTQ delegation to Israel and Tel Aviv Pride, David shares how visitors from around the world experienced Israel firsthand, often finding a reality very different from the one portrayed in international media. Together, Marc and Yuval discuss the rise of antisemitism, the growing influence of social media on public opinion, the challenges facing Israel’s public diplomacy efforts, the shifting attitudes of younger generations, and the struggle to counter misinformation in an increasingly polarized world. The conversation concludes with a thoughtful discussion about resilience, Jewish identity, bridge-building, and how individuals and communities can navigate difficult times without surrendering hope. At a moment when Israel faces military, diplomatic, and societal challenges on multiple fronts, this episode explores both the strategic realities of the present and the longer-term battle for public opinion, legitimacy, and the future of the Jewish people. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit marcschulman.substack.com/subscribe [https://marcschulman.substack.com/subscribe?utm_medium=podcast&utm_campaign=CTA_2]

From Budapest: Israel’s Strategic Shock After the Iran Deal

In this urgent episode of Tel Aviv Diary, Marc Schulman speaks from Budapest after news that four more Israeli soldiers were killed in Lebanon. What began as a planned discussion on Hasbara and Jewish identity became, by necessity, a hard look at Israel’s worsening strategic position after the U.S.–Iran agreement. Marc argues that the deal was less a nuclear agreement than a bargain to reopen the Strait of Hormuz—one that gave Iran money, legitimacy, and time while leaving Israel exposed. He examines the growing rupture with Washington, J.D. Vance’s troubling remarks on Israel, the danger of believing Israel can “go it alone,” and the failures of leadership that have left the country without a clear strategy in Lebanon, Iran, or Gaza. The episode closes with a look at Israel’s political future, the rise of Gadi Eisenkot in recent polling, and the immense task awaiting any new government: rebuilding the IDF, repairing relations with America and world Jewry, and restoring strategic clarity after years of drift. #Israel #Iran #Lebanon #Trump #Netanyahu #Eisenkot #Hezbollah #Budapest #TelAvivDiary #Podcast #MiddleEast #Security #Politics #IDF This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit marcschulman.substack.com/subscribe [https://marcschulman.substack.com/subscribe?utm_medium=podcast&utm_campaign=CTA_2]

Rabbi Uri Regev on Israel’s Battle for Religious Freedom, Civil Marriage, and Equality

In this episode of the Tel Aviv Diary Podcast, Marc Schulman speaks with Rabbi Uri Regev, President of Hiddush — Freedom of Religion for Israel — about one of the most important internal battles shaping the future of the Jewish state: the struggle over religion and state. Rabbi Regev, a Reform rabbi, attorney, and longtime legal advocate, discusses his journey from Tel Aviv to the leadership of Israel’s religious freedom movement, the continuing fight for civil marriage, civil burial, gender equality, and the right of Israelis to live free from religious coercion. The conversation also examines the growing power of the ultra-Orthodox parties, state funding for schools that do not teach core curriculum, the draft crisis, and the impact of October 7th and the war on Israeli attitudes toward faith, politics, and democracy. At its heart, this is a discussion about whether Israel can still fulfill the promise of its Declaration of Independence: liberty, justice, equality, and freedom of religion and conscience for all. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit marcschulman.substack.com/subscribe [https://marcschulman.substack.com/subscribe?utm_medium=podcast&utm_campaign=CTA_2]