David Cassady

Israeli M&A is running at an unprecedented pace in 2026 and the underlaying reason is really interesting. Wiz and CyberArk both cleared regulatory approval on deals announced last year. That's two megadeals closing on the same day. Beyond the massive headlines, the baseline activity in 2026 caught my attention. The numbers so far (as of Feb 11): → 13 disclosed acquisitions in 42 days → $4.2B of M&A capital → 2.2 deals per week This amounts to $100M of #liquidity returning to investors every day! What other ecosystem provides $100M of liquidity per day on average since the beginning of 2026? If this pace holds, we're looking at ~113 M&As by year-end and close to $37B in disclosed value. This is excluding the just approved megadeals and excluding the unannounced rounds (which probably add $3-20m each). What's driving this? AI is the obvious answer. 10 of 13 deals are AI-centric companies. But I think there's something deeper happening: - Acquirers are paying premium multiples to compress time-to-AI-capability rather than build internally. - Israeli startups are shipping production-level AI, not demos. That's the arbitrage. - Speed > cost in this market cycle. Meanwhile, startup creation is on the rise (we predicted this in our stealth report ~12-months ago). It seems the industry will continue producing sellable companies at an increasing rate. This year is poised to be very interesting 😇

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BIS’s Coming “50% Rule” is here — And Sayari Is Ready to Help Companies Comply As the U.S. Bureau of Industry and Security (BIS) moves toward formalizing a 50 percent ownership rule for subsidiaries of listed entities, compliance teams face a looming compliance tsunami. Under this proposed expansion, any company that is 50% or more owned (directly or indirectly, or aggregating stakes) by one or more parties on the BIS Entity List or Military End-User (MEU) List would itself become subject to export control restrictions — even if it is not named explicitly. In short: the name-based screening model many organizations rely on is no longer enough. The “whack-a-mole” problem BIS aims to solve is when a listed company shifts business via subsidiaries, shell entities, or complex ownership chains that bypass detection. Why This Puts Compliance Teams Under Pressure - Expanded screening scope: Compliance tools must evaluate indirect ownership, multiple-level chains, cross-holdings, and aggregated ownership stakes. - Higher false-negative risk: Vendors with weak data in opaque jurisdictions risk missing subsidiaries of high-risk owners. - Operational risk: Banks, payment processors, and financial institutions routinely check counterparties, vendors, and supply chain entities. If those checks miss a BIS-50 entity, downstream transactions (wires, payments, trade finance) may run afoul of export controls. - Latency & decision burden: Manual investigations of hard-to-map ownership deal flows slow down onboarding, delay deals, and introduce bottlenecks. In payments and banking particularly, counterparties, upstream processors, or sub-vendors may be located in geographies with opaque ownership (e.g. China, Russia, emerging markets). Many screening systems currently used in trade or sanctions compliance lack reliable coverage of those jurisdictions, creating dangerous blind spots. Why Sayari Is Uniquely Positioned to Address BIS 50% Risk - Deep, global corporate & ownership coverage in opaque jurisdictions: Sayari maintains robust data coverage for countries traditionally considered “dark” like China, Russia, and others, including detailed corporate registries, beneficial ownership, shareholder relationships, and cross-border holding networks. - Majority-ownership logic built in: Our system is already architected to compute ownership percentages, aggregate holdings, and trace indirect control relationships so that even non-listed entities with risky upstream owners are flagged. - Signal-based alerting & screening module (BIS50): We have launched Sayari Signal BIS50, a module designed to detect and flag entities that cross the 50% ownership threshold relative to BIS/MEU listed parties. Thousands of majority-owned entities are already identified and incorporated into screening lists. https://lnkd.in/gmiYchRk

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With seamless integration through the NameBlock AbuseShield API, your registrar can unlock new revenue opportunities while giving registrants real protection against impersonation threats. Offered at the point of registration or renewal, #AbuseShield adds immediate, visible value—without cutting into your standard or premium domain sales. AbuseShield.com I created a short video to demonstrate how this is deployed at Dynadot, a registrar that manages over 7 million domain names for more than 100,000 customers in 108 countries.   #NameBlock #domainindustry #Registrars #PreventDNSAbuse #ICANN

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OSINT is a core part of many law enforcement investigators' day-to-day operations. But how can they ensure they’re getting the most out of it? Read the OSINT Handbook for Law Enforcement to get a complete guide to OSINT best practices, trends and technology: https://hubs.li/Q03kPnHl0 #OSINT #LawEnforcement #Policing

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"Data brokers pose unique risks to Californians through the industrial-scale collection and sale of our personal information… We must do everything we can to reduce these risks..."

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🚔🚒 $5M Annual Lawsuit Costs—Spatial AI Transforms Police De-escalation & Multi-Agency Response" ⚠️ First responders face an impossible equation: Greater public accountability while threats grow more complex. One use-of-force incident costs millions. One botched multi-agency response loses lives. Traditional training can't replicate the stress that degrades performance when seconds count. 🚨 THE PUBLIC SAFETY CHALLENGE: De-escalation demand: Communication skills that prevent force escalation Multi-agency chaos: Police, Fire, EMS must coordinate seamlessly in crises Stress degradation: Knowledge means nothing if you can't perform under pressure Accountability pressure: Prove competence with verifiable, objective data 🎯 SPATIAL AI RESPONSE PLATFORM: EON Reality revolutionizes first responder training through XR+AI: AI-powered avatars: Practice de-escalation with unpredictable, dynamic subjects Virtual incident command: Multi-agency crisis coordination from separate locations Stress inoculation simulators: Build resilience performing under extreme pressure Data-driven accountability: Objective performance records for legal defense 💰 MEASURABLE PUBLIC SAFETY IMPACT: Use-of-force reduction: 20% fewer incidents = $1M saved annually Mass casualty readiness: Better coordination saves more lives Officer wellness: Reduced burnout and turnover costs Community trust: Verifiable proof of quality training First-year ROI: 300% typical returns 🚀 STRATEGIC IMPLEMENTATION: Priority 1: De-escalation & crisis intervention Priority 1: Multi-agency incident command Priority 2: High-stress medical & tactical skills Priority 2: Leadership development programs 🚔 NATIONWIDE ADOPTION: Municipal departments implementing citywide. State POST commissions setting new standards. DHS, FEMA, FBI collaborating federally. Criminal justice programs embedding in curriculum. ❤️ Every de-escalated situation, every coordinated response, every life saved strengthens the bond between communities and those sworn to protect them. hashtag #PublicSafety hashtag #LawEnforcement hashtag #FirstResponders hashtag #PoliceTraining hashtag #EmergencyManagement hashtag #SpatialAI hashtag #EONReality

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At GSX 2025, ZBeta will feature an interactive LabZ demonstration — offering a day-in-the-life look at how innovation and applied research are shaping modern security environments. Stop by Suite #1277 for the live demo, and read the full announcement here: https://lnkd.in/gKjhyMYB

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Vasion has achieved FedRAMP® High Authorization! This authorization covers Vasion Print, Vasion Output, and many of our Advanced Security features.  You no longer have to choose between security or innovation, with Vasion’s FedRAMP High Authorization you can have both. If you’re looking to modernize, consolidate, and automate your print environment securely, let’s chat! #intelligentprintautomation #secureprint #pullprint #printmanagement #printautomation #outputautomation #advancedsecurity

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