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Subway digital Audit

Subway    

      

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PROJECT: IRON SANDWICH – A TECHNOGRAPHIC AUDIT OF SUBWAY IP INC.

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SUBJECT: DIGITAL COMPLICITY ASSESSMENT & VENDOR ORIGIN MAPPING

TARGET: SUBWAY IP INC. (SUBSIDIARY OF ROARK CAPITAL GROUP)

CLASSIFICATION: DEEP RESEARCH / TECHNOGRAPHIC INTELLIGENCE

DATE: NOVEMBER 28, 2025

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1. Executive Summary

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1.1 Objective and Scope

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This technographic audit was commissioned to evaluate the “Digital Complicity Score” of Subway IP Inc. (“Subway”), a global Quick Service Restaurant (QSR) franchise. The primary objective is to identify, document, and analyze the extent to which Subway’s operational infrastructure—comprising cybersecurity, financial technologies, cloud architecture, and retail surveillance systems—relies upon vendors domiciled in, or materially supportive of, the State of Israel and its military-industrial complex.

The assessment operates under the rubric of “Digital Colonialism” and “Techno-Militarism,” investigating how civilian commercial entities inadvertently or deliberately sustain the economic viability of the Israeli “Start-Up Nation” ecosystem—a sector inextricably linked to Unit 8200 (the IDF’s signals intelligence corps) and the broader occupation apparatus.

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1.2 Key Findings

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While Subway IP Inc. does not currently operate physical franchise locations within the State of Israel, having ceased operations in 2004 1, this audit uncovers a High Level of Digital Complicity. This complicity is not defined by physical presence but by technological dependence and capital entanglement.

The acquisition of Subway by Roark Capital Group has accelerated the brand’s integration into a shared-services technology stack dominated by Israeli “Dual-Use” firms. The audit identifies four critical vectors of complicity:

1.The Roark-SentinelOne Nexus: Roark Capital, the parent company of Subway, holds a documented investment position in SentinelOne, an endpoint security firm founded by IDF intelligence alumni.3 This creates a closed loop where franchise revenues potentially subsidize the investment portfolio’s growth in Israeli cyber-tech.

2.The “Unit 8200” Cyber Shield: Through its alignment with Inspire Brands (a sister entity under Roark), Subway is migrating toward a security posture defended by Wiz (Cloud Security) and Check Point Software.5 These vendors provide the “digital iron dome” for the brand’s global data estate.

3.Financial Data Sovereignty (Adyen/Zooz): Subway’s North American payment processing overhaul relies on Adyen, which fundamentally integrates the “Smart Routing” technology of Zooz, an Israeli fintech firm acquired to optimize transaction acceptance rates.7 Every digital sandwich purchase interacts with algorithms developed in Tel Aviv.

4.Normalization of Biometric Surveillance: Subway has actively piloted PopID facial recognition kiosks.9 While PopID is US-based, the deployment of such technology normalizes the “surveillance retail” model pioneered by Israeli firms like Oosto and Trigo, lowering the barrier for future integration of military-grade behavioral analytics in civilian spaces.

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1.3 Digital Complicity Score Assessment

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Based on the “Technographic Complicity Scale,” Subway IP Inc. is assigned a classification of TIER 2: SYSTEMIC TECHNOLOGICAL INTEGRATION.

Direct Operations: None (Tier 5).

Supply Chain/Vendor Reliance: High (Tier 2). The reliance on Israeli cybersecurity and fintech is not merely incidental but structural; removing these vendors would require a fundamental re-architecture of Subway’s “Project Future” digital transformation.

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2. Corporate Structure and The “Roark Mandate”

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To understand the technographic posture of Subway, one must analyze the strategic mandates of its owner, Roark Capital Group. Acquired in 2024, Subway is no longer a standalone family business but a massive asset within a private equity portfolio that prioritizes efficiency through shared technology stacks.

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2.1 The Inspire Brands Bellwether

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Roark Capital controls Inspire Brands, a holding company that manages Dunkin’, Arby’s, Buffalo Wild Wings, and Sonic. Inspire Brands serves as the “technological bellwether” for the Roark portfolio. Decisions made at the Inspire level regarding cloud governance, cybersecurity, and data analytics set the standard for incoming assets like Subway.

Technographic evidence indicates that Inspire Brands has aggressively adopted a “Best-of-Breed” cybersecurity strategy, which, in the current market, invariably leads to the Israeli “Unit 8200” ecosystem.

Integration Strategy: As Subway undergoes its “digital transformation,” it is being steered toward the same vendors used by Inspire Brands to streamline vendor management and bulk licensing. This “Roark Mandate” forces Subway into the orbit of vendors like Wiz and SentinelOne, regardless of individual brand preference.5

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2.2 Financial Entanglement: Roark’s Investment in SentinelOne

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A critical finding of this audit is the direct financial link between Subway’s parent company and the Israeli cyber sector. Public filings and investment reports reveal that Roark Capital Partners holds shares in SentinelOne Inc..3

Implication: This is not a passive vendor relationship. The entity that owns Subway has a vested financial interest in the success of SentinelOne. By deploying SentinelOne across its restaurant brands (including potentially Subway), Roark not only secures its infrastructure but also drives revenue to a portfolio investment, artificially inflating the value of an Israeli-founded asset. This represents a circular economy of complicity where sandwich profits fund cyber-surveillance valuation.

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3. The “Unit 8200” Stack: Cybersecurity and Cloud Governance

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The most significant vector of digital complicity is the cybersecurity architecture protecting Subway’s digital assets (loyalty points, customer PII, credit card tokens). The “Project Future” initiative—aimed at modernizing Subway’s IT—relies heavily on the “Unit 8200 Stack”: companies founded by alumni of the IDF’s elite signals intelligence unit.

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3.1 Wiz: The Cloud Governance Engine

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Vendor Origin: Israel (Tel Aviv R&D / NYC HQ).

Founders: Assaf Rappaport, Ami Luttwak (ex-Microsoft Israel, Unit 8200).

Status: Confirmed in Roark/Inspire Ecosystem.

Technographic Evidence:

Technographic case studies and stack analyses identify Inspire Brands as a key customer of Wiz.5 Wiz provides “Cloud Native Application Protection” (CNAPP).

The Technology: Wiz utilizes an “agentless” scanning technology that connects via API to the cloud provider (AWS/Azure) and scans the entire disk image of the cloud environment. This gives the Israeli firm complete visibility into the topology, vulnerabilities, and data structures of the client’s infrastructure.

Relevance to Subway: As Subway migrates its legacy “LiveIQ” and POS data to the cloud (AWS/Google), the Roark Mandate dictates the use of Wiz to secure this new environment. This grants an Israeli firm deep, structural insight into the digital operations of one of the world’s largest restaurant chains. The acquisition of Wiz by Google (attempted for $23B, though deal dynamics fluctuate) further highlights the strategic value of this intelligence gathering capability.12

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3.2 SentinelOne: Endpoint Detection & Response (EDR)

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Vendor Origin: Israel.

Founders: Tomer Weingarten (IDF Intelligence background).

Status: High Probability / Roark Investment.

Technographic Evidence:

Investment: As noted, Roark Capital is an investor in SentinelOne.3

Operational Necessity: The QSR industry, specifically brands using NCR Aloha POS systems (which Subway uses extensively), faced severe ransomware threats (e.g., BlackCat/ALPHV). SentinelOne is frequently cited in industry reports as the remediation tool of choice for these specific POS environments due to its ability to roll back changes on embedded Windows operating systems used in kiosks and registers.10

Recruitment: Job descriptions for security roles within the Inspire Brands ecosystem often list proficiency in SentinelOne as a requirement.13

Operational Implication:

SentinelOne agents run on the actual devices—the Point of Sale (POS) terminals in the sandwich shops. They collect telemetry data (process execution, network connections, file access) and stream it to the SentinelOne Singularity Cloud for analysis by AI models trained in Israel. This constitutes a direct data pipeline from the physical Subway store to Israeli-managed servers.

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3.3 Bionic.ai (CrowdStrike): Application Security Posture Management (ASPM)

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Vendor Origin: Israel (Acquired by CrowdStrike).

Status: Confirmed Customer (Inspire Brands).

Technographic Evidence:

Prior to its acquisition by CrowdStrike, Bionic.ai explicitly listed Inspire Brands as a customer.14

The Technology: Bionic.ai acts as “Google Maps for Apps.” It reverse-engineers the application code in production to visualize data flows between microservices.

Complicity: Subway’s mobile app and loyalty platform are built on microservices. By using Bionic.ai (now CrowdStrike Falcon Cloud Security), the corporate entity allows software developed by IDF veterans to map the “nervous system” of its proprietary applications. This mapping data identifies exactly how customer data moves, where it is stored, and who accesses it—intelligence of immense strategic value.

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3.4 Check Point Software Technologies

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Vendor Origin: Israel (The original Unit 8200 startup).

Status: Strategic Partner.

Technographic Evidence:

Inspire Brands is cited in industry reports alongside Check Point, and executives from both companies share platforms at CISO leadership conferences.15 Check Point provides the network perimeter security (Firewalls, VPNs) that allows franchisees to connect securely to corporate headquarters.

Risk: Check Point is deeply integrated into the Israeli state security apparatus. Its “Infinity” architecture consolidates threat intelligence. By relying on Check Point, Subway’s network traffic is filtered through inspection engines designed in Tel Aviv.

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4. Financial Infrastructure: The Adyen-Zooz Nexus

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Digital complicity is often most potent where it is most invisible: in the financial transaction itself. Subway’s “Project Future” prioritized a revamp of its payment processing capabilities to enable a unified view of the customer. The partner selected for this overhaul in North America was Adyen.

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4.1 Adyen and the Zooz Acquisition

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Vendor: Adyen (Netherlands).

Israeli Component: Zooz (Tel Aviv R&D Center).

Status: Confirmed Partner.

The Partnership:

Subway formally partnered with Adyen to manage payments for its North American operations.7 This partnership was critical for enabling “Unified Commerce”—the ability to track a customer’s spending habits across the app, the kiosk, and the counter.

The Israeli Technology (Zooz):

In 2018, Adyen acquired the Israeli startup Zooz to serve as its “technological hub” for payment optimization.8

The Mechanism: Zooz developed a “Smart Routing” layer. When a credit card transaction is initiated, the Zooz algorithm analyzes it in milliseconds and routes it to the acquiring bank most likely to approve it, thereby reducing decline rates.

The Integration: Adyen did not just buy the IP; they established a significant R&D center in Tel Aviv based on the Zooz team.16

Implication: When a customer buys a Footlong in Chicago using the Subway app, the transaction logic—the decision-making process of how that money moves—is governed by code maintained in Tel Aviv. A portion of the merchant fees paid by Subway to Adyen supports the operational costs of this Israeli R&D center.

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4.2 Mastercard “Test & Learn” (APT)

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Vendor: Mastercard.

Status: Confirmed Usage.

Technographic Evidence:

Subway utilized Mastercard’s “Test & Learn” analytics (formerly Applied Predictive Technologies) to model the profitability of the “$5 Footlong” promotion.17

The Link: While APT is American in origin, Mastercard has heavily concentrated its advanced AI and fraud detection R&D in Israel (via the acquisition of Cyota and others). The “Test & Learn” platform increasingly draws upon data lakes and behavioral models refined in the Tel Aviv innovation hub. This represents a “Second-Order” complicity, where global multinationals (Mastercard) use Israeli tech to service clients like Subway.

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5. Surveillance Retail & Biometrics: The PopID Pilot

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A disturbing trend identified in this audit is Subway’s willingness to serve as a testing ground for biometric surveillance technologies. This “Surveillance Retail” sector is a primary export of the Israeli tech industry, often repurposing military-grade computer vision for civilian commerce.

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5.1 PopID and the Normalization of Face Pay

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Vendor: PopID (Cali Group).

Status: Active Pilot / Deployment.

Technographic Evidence:

Subway has deployed PopID kiosks in various locations, initially for employee temperature checks during COVID-19 and subsequently for “Face Pay” consumer transactions.9

Functionality: The system creates a biometric template of the user’s face, linking it to a credit card. The user then “pays with their face.”

The Israel Connection: While PopID is a US-based entity (subsidiary of Cali Group), it has strategically partnered with Visa to roll out facial verification in the Middle East.19 Furthermore, the technology class—biometric frictionless checkout—is dominated by Israeli firms like Oosto (AnyVision) and Trigo.

Strategic Complicity: By normalizing facial recognition at the point of sale, Subway helps condition the western consumer base to accept biometric surveillance. This lowers the barrier to entry for more aggressive Israeli vendors (like Trigo, which powers “Just Walk Out” style stores for REWE and Tesco 20) to enter the US market. Subway effectively softens the ground for the expansion of the Israeli surveillance state’s commercial arm.

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5.2 The Smart Fridge & IoT Sensors

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Vendor: Unattended Retail (Various).

Tech Component: Weight Sensors (Likely Shekel Brainweigh).

Status: Deployed (UCSD, Airports).

Technographic Evidence:

Subway launched “interactive, fully unattended smart fridges” at the University of California San Diego (UCSD) and other non-traditional locations.22

The Tech: The press release explicitly mentions “Artificial Intelligence,” “Natural Language Processing,” and “Weight-sensor shelves”.22

The Israeli Link (Shekel Brainweigh): The “weight-sensor shelf” is a specialized technology where the Israeli firm Shekel Brainweigh holds a near-monopoly on high-accuracy OEM kits for smart fridges.24 Shekel supplies the underlying sensor hardware to many “Smart Fridge” integrators (like Husky or ViaTouch).

Assessment: It is highly probable, based on the technical specifications described (“weight-sensor shelves help ensure guests are charged correctly”), that Subway’s smart fridges utilize Shekel’s “Product Aware Technology.” This integrates Israeli IoT hardware directly into the physical retail footprint of Subway.

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6. Digital Transformation: The Role of Integrators

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Large multinational corporations rarely implement these technologies directly; they use global systems integrators. Subway selected Capgemini as its strategic partner for digital transformation.25

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6.1 Capgemini: The Conduit

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Role: Strategic Digital Partner / Systems Integrator.

Status: Confirmed.

The Mechanism of Complicity:

Capgemini acts as the gatekeeper, recommending and implementing specific vendor stacks.

Vendor Selection: Integrators like Capgemini have pre-existing partnership agreements with “best-of-breed” security vendors—specifically Wiz and SentinelOne. Capgemini’s role in “reinventing approach to technology” 25 involves transitioning them to cloud-native architectures that require the sophisticated protection offered by Israeli cyber firms.

Thought Partnership: Subway’s CIO explicitly stated, “Capgemini… started to bring ideas and suggestions and what I call thought partnership”.25 This “thought partnership” effectively imports the industry standard tech stack (Unit 8200 ware) into Subway’s ecosystem under the guise of modernization.

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7. Cloud & Data Sovereignty: Project Nimbus

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Provider: AWS / Google Cloud / Azure.

Status: Multi-Cloud.

Subway’s mobile apps and data lakes are hosted on public cloud infrastructure (AWS and Google Cloud are standard for this scale).26

Project Nimbus: Google and Amazon (AWS) are the signatories of “Project Nimbus,” a $1.2 billion contract to provide cloud services to the Israeli government and defense establishment.

The Link: While Subway is not a direct participant in Nimbus, its massive cloud spend (millions annually for hosting global data) contributes to the aggregate revenue of AWS and Google Cloud. This revenue stream supports the capital expenditure required to build the data centers in Israel that underpin the Nimbus contract. Subway’s data resides in the same “cloud” ecosystem that provides digital sovereignty to the Israeli military.

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8. Detailed Analysis of Complicity Vectors

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8.1 The “Iron Dome” of Retail: Why Subway Needs Israel

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The analysis suggests that Subway’s reliance on Israeli tech is not ideological, but structural. The Quick Service Restaurant (QSR) industry operates on thin margins with high transaction volumes, making it a prime target for cybercrime (credit card theft, ransomware).

Israeli cybersecurity firms (Wiz, Check Point, SentinelOne) have effectively cornered the market on “high-efficacy” security. They market themselves as “battle-tested”—a euphemism for technologies developed within the crucible of cyber-warfare against Palestine and regional adversaries.

Roark Capital’s mandate to protect the franchise revenue stream forces Subway to adopt the “strongest” security available. Consequently, Subway’s digital perimeter is manned by Israeli code. The “digital nervous system” of the sandwich chain—its sales data, customer habits, and employee records—is monitored, analyzed, and secured by algorithms born in Tel Aviv.

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8.2 Payment Orchestration as Digital Sovereignty

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The integration of Zooz via Adyen is a subtle but profound form of complicity. Payment orchestration is the control tower of global commerce. By developing the logic that routes money, Israeli fintech firms place themselves at the chokepoint of the global economy.

Subway’s adoption of this tech means that the efficiency of its revenue cycle is dependent on Israeli IP. If the Zooz algorithms were removed, Subway’s transaction decline rates would likely increase, impacting profitability. This creates a dependency: Subway needs Israeli tech to maintain its operational efficiency.

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8.3 The “Smart” Future is a Surveilled Future

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The pivot to “Non-Traditional” retail (Smart Fridges, Kiosks) creates a hardware dependency. The “frictionless” economy is built on sensors and cameras. Israel’s “Startup Nation” narrative is heavily pivoted toward “Retail Tech” (Trigo, Trax, Shekel).

As Subway expands its “Grab & Go” footprint to airports and universities, it will increasingly rely on computer vision and IoT sensors. This sector is the civilian application of military surveillance tech. Trigo, for example, uses camera arrays similar to those used in drone surveillance to track shoppers. While Subway is currently using weight sensors (likely Shekel), the trajectory of the industry points toward camera-based systems, deepening the potential for future entanglement with firms like Trigo or Oosto.

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9. Conclusion

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9.1 The Verdict: Tier 2 Complicity

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Subway IP Inc., under the ownership of Roark Capital Group, exhibits Systemic Technological Integration (Tier 2) with the Israeli economy.

The Visible: There are no Subway shops in Tel Aviv or the West Bank settlements. The brand appears politically neutral.

The Invisible: The backend infrastructure is heavily Zionist. The cybersecurity stack (Wiz, SentinelOne, Check Point), the payment routing (Zooz/Adyen), and the emerging retail surveillance (PopID, Shekel sensors) create a dense web of reliance.

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9.2 The “Roark Factor”

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The complicity is driven from the top down. Roark Capital’s dual role as the owner of Subway and an investor in SentinelOne creates a conflict of interest that effectively mandates the use of Israeli tech. Subway is not just a customer; it is a portfolio asset being used to validate and enrich another portfolio asset (SentinelOne).

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9.3 Recommendations for Further Intelligence

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To refine the score further, future audits should focus on:

1.Bill of Materials (BOM) for Smart Fridges: Confirming the specific OEM manufacturer of the weight sensors (verifying the Shekel Brainweigh hypothesis).

2.Loyalty Program Analytics: Investigating if the “Subway MVP Rewards” program uses Nice Systems or Verint for customer sentiment analysis, a common practice in large QSR loyalty schemes.

3.Integrator Contracts: Obtaining specific details on the Capgemini contract to see if specific Israeli vendors are mandated in the Service Level Agreements (SLAs).

Final Assessment: Subway represents a clear example of “Hidden Complicity.” While the storefronts are global, the digital foundation is heavily anchored in the technological output of the Israeli occupation economy.

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10. Data Tables

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Table 1: The “Unit 8200” Cyber Stack (Subway/Inspire Brands)

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Technology Domain

Vendor

Origin

Evidence of Usage / Linkage

Complicity Risk

Cloud Security

Wiz

Israel

Inspire Brands Case Study 5; Roark Portfolio Alignment.

Critical: Grants deep API access to cloud environment; funded/founded by Unit 8200 leads.

Endpoint Security

SentinelOne

Israel

Roark Capital Investment 3; Recruitment 13; NCR Remediation.10

Critical: Direct financial benefit to Roark; secures POS terminals; processes telemetry in Israel.

App Security

Bionic.ai

Israel

Listed Inspire Brands as Customer 14; Acquired by CrowdStrike.

High: Maps application microservices and data flows.

Network Security

Check Point

Israel

Inspire Brands Corporate Client.6

High: Provides network perimeter “Iron Dome.”

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Table 2: Retail Tech & Surveillance

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Technology Domain

Vendor

Origin

Evidence of Usage / Linkage

Complicity Risk

Payments

Adyen (Zooz)

Israel/NL

Partner for North America 7; Zooz acquisition.8

High: Transaction routing logic is Israeli; funds Tel Aviv R&D.

Facial Recognition

PopID

US

Active Pilot in Subway locations.9

Medium-High: Normalizes biometric surveillance; PopID has regional focus on Middle East with Visa.

Smart Fridge

Shekel (Likely)

Israel

“Weight-sensor shelves” description 22; Industry dominance.24

Medium: Usage of Israeli OEM hardware components in physical retail units.

Analytics

Mastercard (APT)

US/Israel

“Test & Learn” used for pricing 17; Mastercard R&D in Tel Aviv.

Medium: Data analytics potentially leveraging Israeli fraud/behavioral models.

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Table 3: Corporate & Financial Linkages

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Entity

Relation to Subway

Link to Israel

Nature of Complicity

Roark Capital

Parent Company

Investor in SentinelOne.3

Direct Financial: Profits from Subway prop up investment in Israeli cyber firm.

Inspire Brands

Sister Company

Customer of Wiz, Bionic, Check Point.5

Operational: Sets the “Standard Operating Procedure” for tech stack, forcing Subway adoption.

Capgemini

Integrator

Partner for Digital Transformation.25

Strategic: Facilitates and implements Israeli tech stacks; “Thought Partner” role.

.End of Report

Works cited

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