Episode 98 - $25B cyber offer, Google’s app store loss & Reddit’s search pivot amid the AI arms race.

Palo Alto Networks' CEO Nir Zuk has reportedly made a $25 billion acquisition offer, though a contrasting viewpoint suggests that relying on a single cybersecurity vendor can increase vulnerability. Other major tech companies are also in the news: Apple's CEO Tim Cook says the company is open to AI acquisitions, Google lost an antitrust appeal and must make sweeping changes to its Play Store, and Microsoft has caught Russian hackers targeting foreign embassies.

In platform and developer news, Reddit is shifting its strategy to become a search engine. A recent survey shows that while developer usage of AI coding tools is on the rise, their trust in these tools is declining.

In funding news, several tech companies have raised significant capital. Noma Security, a cybersecurity firm, raised $100 million to secure AI agents. Carbyne raised $100 million for its AI system for emergency call centers, and the entrepreneurs from the company Argon have raised $15 million for a new cybersecurity venture.

https://www.calcalist.co.il/calcalistech/article/sj00vyappxe
https://www.calcalist.co.il/calcalistech/article/hjnigcvdlg
https://www.theverge.com/news/716790/apple-earnings-q3-2025-ai-tim-cook
https://www.theverge.com/news/717095/reddit-q2-2025-earnings-search-engine
https://arstechnica.com/information-technology/2025/07/microsoft-catches-russian-hackers-targeting-foreign-embassies
https://arstechnica.com/ai/2025/07/developer-survey-shows-trust-in-ai-coding-tools-is-falling-as-usage-rises
https://arstechnica.com/gadgets/2025/07/google-loses-app-store-antitrust-appeal-must-make-sweeping-changes-to-play-store
https://www.calcalist.co.il/calcalistech/article/rksaytodge
https://www.calcalist.co.il/calcalistech/article/r19c5cdvge
https://www.calcalist.co.il/calcalistech/article/s1o1dtdvgl