Lior Handelsman on Geekonomy: AI Infrastructure, Physical AI, and Lessons from SolarEdge
Lior Handelsman joined Reem Sherman on the Geekonomy podcast for a wide-ranging conversation about entrepreneurship, deep tech investing, and the transformative impact of artificial intelligence. Lior reflected on the early mistakes he made while building SolarEdge, sharing lessons that continue to shape his perspective as a founder-turned-investor.
During the discussion, Lior highlighted how the rapid rise of AI is creating significant opportunities across infrastructure, energy, data centers, smart manufacturing, and the emerging domain of Physical AI. He emphasized that this moment represents one of the most exciting times for entrepreneurs to build high-moat, globally significant companies, particularly in areas where AI interacts with the physical world.
The conversation covered a variety of topics, from GenAI and advanced compute to solar and nuclear energy and explored how today’s founders are quietly building the next generation of infrastructure beneath the surface of the tech ecosystem.