Episode Details

UpNext AI for July 29, 2026: today’s episode looks at where money is moving in AI right now — into security for AI agents, into giant compute contracts, and into better ways to measure agent performance. We also round up a few shorter headlines from Nvidia, PayPal, Granola, and Proofpoint.

Covered in this episode:
- Cyera agrees to acquire Oasis Security for about $1 billion as enterprises look for ways to secure proliferating AI agents.
- Recursive Superintelligence signs a $410 million compute deal with Amazon Web Services.
- A new paper, Messier, proposes a shared corpus for comparing AI agents across 30 benchmarks.
- Nvidia pitches Jetson as a compact edge AI and robotics platform.
- PayPal says a higher takeover offer could still be considered after a better-than-expected quarter.
- Granola launches an Apple Watch app for meeting transcription and note-taking.
- Proofpoint’s $5 billion refinancing reportedly faces higher borrowing costs and tighter covenants tied to AI risk concerns.

Source links:
- Cyera / Oasis Security: https://techcrunch.com/2026/07/28/cyera-agrees-to-acquire-oasis-security-for-1b-to-safeguard-proliferating-ai-agents/
- Recursive Superintelligence / AWS: https://techcrunch.com/2026/07/28/recursive-superintelligence-signs-400-compute-deal-with-amazon/
- Messier paper: https://arxiv.org/abs/2607.25891v1
- Nvidia Jetson: https://blogs.nvidia.com/blog/build-ai-with-nvidia-jetson/
- PayPal takeover angle: https://techcrunch.com/2026/07/28/paypal-leaves-the-door-open-to-a-higher-takeover-offer-following-earnings-beat/
- Granola Apple Watch app: https://techcrunch.com/2026/07/28/granola-launches-an-apple-watch-app/
- Proofpoint refinancing / FT: https://www.ft.com/content/817f559d-11b6-4969-a613-8517861e6df0?syn-25a6b1a6=1