SED News: AMD’s Big OpenAI Deal, Intel’s Struggles, and Apple’s AI Long Game

SED News is a monthly podcast hosted by Gregor Vand and Sean Falconer on Software Engineering Daily, focusing on major stories in software engineering, Silicon Valley, and the tech industry.

This episode discusses the $1.7B acquisition of Security AI, LangChain’s huge valuation, and the unexpected $300M funding for Periodic Labs. They also explore the significant AWS outage, Apple’s unusual change to its glass UI design, and the rising trillion-dollar AI infrastructure deals linked to OpenAI.

Gregor and Sean take a deep dive into the chipmaker sector, discussing Intel’s survival struggles, AMD’s alliance and 10% investment from OpenAI, Apple’s focus on on-device AI with its M5 chips, and NVIDIA’s efforts to maintain its leading position amid increasing custom-chip competition.

Lastly, they spotlight notable Hacker News threads, from developers rediscovering curl to a hacker’s ingenious dismantling of Kindle’s DRM protections, and more.

Gregor Vand is a security-focused technologist with experience as a CTO across cybersecurity, cyber insurance, and general software engineering companies. He is based in Singapore and can be reached via his profile at vand.hk or on LinkedIn.