It is now quite clear that the rumor mill and leaks about the Waze acquisition were no coincidence, but were carefully orchestrated.
The decisive majority of the money invested in Waze came from foreign investors, and they will want a hefty return on their investment.
Belying bleak forecasts, hundreds of new ventures were founded during 2012, and there were $5 billion in exits.
Shai Agassi and Dov Moran are to be admired not condemned.