SED News is a monthly podcast by Software Engineering Daily featuring hosts Gregor Vand and Sean Falconer as they delve into significant events shaping the software engineering sector, Silicon Valley, and the tech industry at large.
This episode discusses the explosive growth of OpenClaw and its founder’s transition to OpenAI, OpenAI’s experimentation with ads in ChatGPT, and Alibaba’s agent-powered commerce initiative for Lunar New Year. They also examine Mistral’s acquisition of Koyeb to enhance its compute stack, the heating competition among ChatGPT, Claude, and Gemini, and the implications of these developments for monetization, infrastructure, and control in the AI arena.
Gregor and Sean further explore the swift advancement of agentic engineering, analyzing how tools like Claude Code and Codex are speeding up the idea-to-production timeline, the impact of multi-agent orchestration on software teams, the potential decline of the “10x engineer,” and the necessary evolution of organizational structures as coding becomes more automated.
Lastly, they spotlight notable Hacker News threads, including reverse engineering a 1990 DOS classic, a 3D reimagining of flight tracking, traditional film effects using cloud tanks, and the GrapheneOS privacy-focused mobile OS.
Gregor Vand is a Singapore-based security-focused technologist and former CTO with expertise in cybersecurity, cyber insurance, and software engineering. Connect with him via his profile at vand.hk or on LinkedIn.
Sean, an AI Entrepreneur in Residence at Confluent, is an academic and startup founder with publications spanning AI to quantum computing. Connect with Sean on LinkedIn.
For the episode’s transcript, [click here](http://softwareengineeringdaily.com/wp-content/uploads/2026/03/SED1912-News-March-2026.txt).
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