SED News: NVIDIA Bets on Intel, Meta’s Demo Crash, and Anthropic’s Explosive Growth

SED News is a monthly podcast from Software Engineering Daily where hosts Gregor Vand and Sean Falconer explore significant stories impacting software engineering, Silicon Valley, and the wider tech industry.

This episode discusses NVIDIA’s $5B investment in Intel and $100M stake in OpenAI, Meta’s issues with its AR glasses demo, and the unexpected $50B private equity acquisition of Electronic Arts. They also examine Anthropic’s record Series F round and what Google’s Genie 3 “world model” suggests about the future of AI.

Gregor and Sean then broaden the discussion to consider the future of devices and hardware. They talk about Apple’s lackluster Vision Pro, Snap’s strong commitment to AR specs, and which form factors could really matter to developers.

Finally, they showcase notable projects from Hacker News, such as hosting a website on a disposable vape, playing Snake in the browser’s address bar, and the community’s involvement in reversing Slack’s six-figure billing error.

Gregor Vand is a technologist with a focus on security, having been a CTO in cybersecurity, cyber insurance, and general software engineering firms. Based in Singapore, he can be found via his profile at vand.hk or on LinkedIn.

Sponsors

Have you tried building a text-to-SQL chatbot?

If your AI agents don’t understand your data – its definitions, queries, and lineage – they’re forced to guess. And bad guesses mean risky assumptions.

That’s where Select Star comes in.

Select Star automatically builds an always-up-to-date knowledge graph of your data – capturing metadata like lineage, usage, and example queries. So whether you’re training an AI model or deploying an agent, your AI can answer with facts, not assumptions.

Stop the wrong SQL queries before they happen. Learn more at selectstar.com.

This episode is brought to you by Augment Code.

You’re a professional software engineer—vibes won’t cut it.
Augment Code is the only AI assistant built for real engineering teams. It ingests your entire repo—millions of lines, tens of thousands of files—so every suggestion lands in context and keeps you in flow.

Where other tools stall, Augment Code sprints. Unlike vibe coding tools, Augment Code is built for shipping to production. And you don’t have to switch tooling: keep using VS Code, JetBrains, Android Studio, or even Vim.

Don’t hire an AI for vibes—get the agent that knows you and your codebase best.

Start your free trial at AugmentCode.com