https://clawandtalon.capital/insights Bylined research articles on Israeli dual-use technology, strategy, and investing from Claw & Talon. en Tue, 07 Jul 2026 00:00:00 GMT https://clawandtalon.capital/insights/ai-research-is-different-now https://clawandtalon.capital/insights/ai-research-is-different-now Models have become instruments for discovery, simulation, and system design, not just tools that classify. That shift changes what a small country should fund. Tue, 07 Jul 2026 00:00:00 GMT https://clawandtalon.capital/insights/bilateral-governance-allied-capital https://clawandtalon.capital/insights/bilateral-governance-allied-capital Why a U.S.-Israel technology fund governed by one side will fail, how bilateral governance fixes the dual-use pilot trap, and what it means for diligence. Tue, 07 Jul 2026 00:00:00 GMT https://clawandtalon.capital/insights/closing-israels-ai-gap https://clawandtalon.capital/insights/closing-israels-ai-gap Israel's AI underperformance is real but fixable. The gap is in national inputs — talent retention, compute, institutions, government demand — not founder quality. Tue, 07 Jul 2026 00:00:00 GMT https://clawandtalon.capital/insights/israel-ai-asymmetric-strategy https://clawandtalon.capital/insights/israel-ai-asymmetric-strategy The case for measuring Israeli AI success on its own terms rather than U.S. and Chinese scale economics — and where a small, operationally intense country builds durable AI advantage, with implications for investors screening Israeli AI companies. Tue, 07 Jul 2026 00:00:00 GMT https://clawandtalon.capital/insights/israel-western-resilience https://clawandtalon.capital/insights/israel-western-resilience How Israel's dual-use technology base fits a larger argument about Western resilience, and how to translate the civilizational frame into sectors and dependency priorities. Tue, 07 Jul 2026 00:00:00 GMT https://clawandtalon.capital/insights/israeli-ai-policy-agenda https://clawandtalon.capital/insights/israeli-ai-policy-agenda Five concrete recommendations for Israeli AI — talent, compute, public-sector adoption, research coordination, export-oriented companies — and what they mean for diligence. Tue, 07 Jul 2026 00:00:00 GMT https://clawandtalon.capital/insights/israeli-defense-tech-lessons https://clawandtalon.capital/insights/israeli-defense-tech-lessons Israeli defense innovation exports operating discipline as much as hardware — speed, improvisation, and user proximity — and investors should screen defense startups for exactly that. Tue, 07 Jul 2026 00:00:00 GMT https://clawandtalon.capital/insights/israeli-intelligence-and-diligence https://clawandtalon.capital/insights/israeli-intelligence-and-diligence Intelligence-linked backgrounds sit behind much of Israel's dual-use sector. Naming that sensitivity — and building diligence to handle it — beats silence. Tue, 07 Jul 2026 00:00:00 GMT https://clawandtalon.capital/insights/us-israel-venture-mechanism https://clawandtalon.capital/insights/us-israel-venture-mechanism Why U.S. national security should treat Israeli innovation as a strategic asset — and what a mission-driven venture mechanism built on the In-Q-Tel model would do. Tue, 07 Jul 2026 00:00:00 GMT https://clawandtalon.capital/insights/visibility-as-strategy https://clawandtalon.capital/insights/visibility-as-strategy Why the quiet institutional exclusion of Israel is a strategic problem rather than a communications problem, and why transparent, well-sourced research is the serious response. Tue, 07 Jul 2026 00:00:00 GMT