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Malaysia · Digital sovereignty · 24 Oct 2026

Waze is out.
What should Malaysia
build next?

$1B

What Google paid in 2013 for Waze, a navigation app that started in one small country. Malaysia can build the next one.

Scroll to move through the charts. Click a chart to switch its view.

$1B. Each cube is part of the roughly US$1B Google paid for Waze in 2013. Waze began in 2006 as the community project FreeMap Israel and became a company in 2008.

Four exits. The four sales side by side, coin area to scale. CyberArk went to Palo Alto Networks for US$25B (closed Feb 2026). Waze went to Google in 2013, Moovit to Intel's Mobileye in 2020 for US$900M, and Viber to Rakuten in 2014 for US$900M.

The week in numbers

2 days

From PMX's call to switch to TuJu (20 Oct) to the app buckling under demand (22 Oct)

11

Israeli-incorporated products in common use, by the same test the government applied to Waze

4

everyday categories where Malaysians rely on an Israel-linked product and no Malaysian firm competes yet

The numbers. Two days, eleven products, four open categories.

The week. 20 Oct: the National Cyber Security Committee, chaired by the PM, decides on Waze. 21 Oct: the PMO confirms an immediate public sector ban and the PM urges people to move to homegrown apps like TuJu. 22 Oct: TuJu buckles under demand. 23 Oct: the PM says a nationwide ban needs careful study first, and Waze calls the data security claims completely false. TuJu was built by the Malaysian Highway Authority (LLM) with Prosignal Consortium and launched on 26 Nov 2025.

Readiness check

Eight categories. Half are ready now.

4

Ready to scale

A Malaysian product exists today. It needs users, capacity and government as a first customer.

4

Open gap

No significant Malaysian player. Software that local firms could build with focused funding.

Readiness. The ring split by category: four ready to scale, four open gaps.

Who owns them. Four were bought by a foreign tech giant: Waze by Google, Moovit by Mobileye, Viber by Rakuten, CyberArk by Palo Alto Networks. The other four are listed in New York: Check Point (Nasdaq, 1996), Wix (Nasdaq, 2013), Fiverr (NYSE, 2019) and monday.com (Nasdaq, 2021).

Category by category

Who Malaysians use now, and who could replace them

CategoryUsed todayMalaysian position
Ready to scale
NavigationWaze (Google)TuJu by LLM. Needs server capacity and map coverage beyond highways.
Public transit appMoovit (Mobileye)PULSE by Prasarana. Covers Rapid KL lines; could add other operators.
Website & shop buildersWixExabytes, EasyStore, SiteGiant already serve Malaysian SMEs.
Security auditsCheck Point (services)LGMS and other local firms for testing and audits.
Open gap
MessagingViber (Rakuten)No significant local player. Strongest case for government-grade secure chat.
Freelance marketplaceFiverrGoGet covers local errands. Nothing local for global digital gigs.
Work managementmonday.comNo significant local player in team and project tools.
Firewall & identity productsCheck Point, CyberArk (Palo Alto)Local firms sell services, not products. The hardest gap, and the most sensitive.

Categories. One slab per category. Ready ones are packed tight; open gaps are loose.

Founded. When each was founded. Israeli products above the line: Check Point 1993, CyberArk 1999, Wix 2006, Waze 2008, Viber 2010, Fiverr 2010, Moovit 2012, monday.com 2012. Malaysian ones below: Exabytes 2001, EasyStore 2013, SiteGiant 2013, TuJu 2025.

The prize

What Israeli firms in these categories sold for

Acquisition price, US$ billions. Colour shows the category's Malaysian readiness.

CyberArkIdentity security · 202625
WazeNavigation · 2013~1
MoovitTransit app · 20200.9
ViberMessaging · 20140.9

A navigation or messaging app built for one market can still be worth close to a billion dollars. Security products are worth far more.

To scale. Linear scale, US$ billions. CyberArk dwarfs the rest.

Log scale. Log scale, so the sub-billion sales can be compared. Waze, Moovit and Viber all sold for close to US$1B.

Years to sale. Years from founding to sale. Viber took 4, Waze 5, Moovit 8 and CyberArk 27.

The ask

A ban creates demand. Malaysian firms should be ready to meet it.

Buy local first

Make government agencies the first customer for the four ready categories, starting with TuJu capacity.

Fund the gaps

Target grants and procurement at messaging, work tools and security products, where no local player exists.

Publish the test

A clear, published data-sovereignty standard tells local firms exactly what they need to build to.

Three asks. Three asks that run together.

What each covers. Buy local first covers the four ready categories. Fund the gaps names messaging, work tools and security products. Publish the test applies to all eight.

The fine print

Who is who, and how we know

Products and companies covered

Ready to scale

Waze (Google)Moovit (Mobileye)WixCheck Point (services)

Local

TuJu (LLM)PULSE (Prasarana)ExabytesEasyStoreSiteGiantLGMS

Open gap

Viber (Rakuten)Fiverrmonday.comCheck Point (products)CyberArk (Palo Alto Networks)

Data ledger

Israel-linked products

Navigation

Waze

2008FreeMap Israel, 2006

Home
Ra'anana
Owner
Google
Sale
2013, about US$1B (some reports say US$1.3B)

Public transit

Moovit

2012

Home
Israel
Owner
Mobileye (Intel)
Sale
2020, US$900M

Website builder

Wix

2006

Home
Tel Aviv
Owner
Nasdaq: WIX, listed 2013
Sale
Not sold

Security audits, firewall

Check Point

1993

Home
Tel Aviv
Owner
Nasdaq: CHKP, listed 1996
Sale
Not sold

Messaging

Viber

2010

Home
Tel Aviv
Owner
Rakuten
Sale
2014, US$900M

Freelance marketplace

Fiverr

2010

Home
Tel Aviv
Owner
NYSE: FVRR, listed 2019
Sale
Not sold

Work management

monday.com

2012

Home
Tel Aviv
Owner
Nasdaq: MNDY, listed 2021
Sale
Not sold

Identity security

CyberArk

1999

Home
Petah Tikva
Owner
Palo Alto Networks
Sale
2026, US$25B

Malaysian products

Navigation

TuJu

2025launched 26 Nov

Home
Malaysia
Owner
Malaysian Highway Authority (LLM) with Prosignal Consortium
Sale
Not sold

Hosting and website builder

Exabytes

2001

Home
Penang
Owner
Private. Says it serves 160,000+ businesses in 121 countries
Sale
Not sold

Shop builder

EasyStore

2013

Home
Puchong
Owner
Private
Sale
Not sold

Shop builder

SiteGiant

2013

Home
Malaysia
Owner
Private. Says it serves 20,000+ merchants
Sale
Not sold

Methodology

01

Scope

Consumer and business software categories where a widely used product is incorporated in Israel or was founded there. "11 Israeli-incorporated products" counts companies meeting the government's Waze test in our full ledger. Surveillance tools sold only to governments are left out.

02

Readiness

Ready: a Malaysian product competes today. Open gap: no significant Malaysian player. Ratings are our judgement from public information, not a product audit.

03

Limits

Shows corporate links only; it does not claim any product leaks Malaysian user data. Acquisition prices are announced headline values. Figures as of 24 Oct 2026; ownership changes often.

Sources

Bernama · 21 Oct 2026Govt bans civil servants from using Waze over data security concerns.bernama.com ↗ Malay Mail · 20 Oct 2026From Waze to TuJu? Anwar backs Malaysian navigation app over data security concerns.malaymail.com ↗ Malay Mail · 21 Oct 2026PMO confirms civil servants barred from using Waze over Israel data security risks. Also covers TuJu's developers and launch date.malaymail.com ↗ The Star · 23 Oct 2026Govt might ban Waze in Malaysia if alternative navigation apps available, says Anwar.thestar.com.my ↗ Bloomberg · 22 Oct 2026Malaysian traffic app draws ridicule after officials banned Waze.bloomberg.com ↗ Lowyat.NET · 21 Oct 2026Anwar Ibrahim encourages Malaysians to use TuJu instead of Waze.lowyat.net ↗ New Straits Times · 21 Oct 2026MPs seek explanation for Waze ban on civil servants.nst.com.my ↗ Reuters via Ynet · 21 Oct 2026Malaysia bans Google-owned Waze for government workers over Israeli origins.ynetnews.com ↗ Calcalist · Oct 2026Malaysia bars civil servants from Waze; Google acquired Waze in 2013 for about $1B.calcalistech.com ↗ Bernama · 21 Oct 2026Ban on Waze reflects Malaysia's commitment, says Cinta Gaza Malaysia.bernama.com ↗ CRN Asia · Feb 2026Palo Alto Networks completes $25B acquisition of CyberArk.crnasia.com ↗ NoCamels · May 2020Moovit acquired in a $900M deal, now part of Mobileye.nocamels.com ↗ TechCrunch · 2016Israeli technology and the future of transportation (Rakuten's $900M Viber deal).techcrunch.com ↗ The EdgeLGMS eyes SME market amid rise in cyberattacks.theedgemarkets.com ↗
Company websitesExabytes, EasyStore, SiteGiant, GoGet, Prasarana (PULSE). Also the Exabytes about page, the SiteGiant story and EasyStore on CB Insights.exabytes.my · easystore.co · sitegiant.my
Wikipedia · checked 24 Oct 2026Founding years, headquarters, listings and sale prices.Waze · Moovit · Viber · Wix · Fiverr · monday.com · Check Point · CyberArk