SED News is a monthly podcast on Software Engineering Daily, hosted by Gregor Vand and Sean Falconer, discussing key stories impacting software engineering, Silicon Valley, and the tech industry.
This episode focuses on the $1.7B acquisition of Security AI, LangChain’s high valuation, and Periodic Labs’ unexpected $300M funding round. They discuss the AWS outage, Apple’s UI design shift, and trillion-dollar AI infrastructure deals around OpenAI.
Gregor and Sean examine chipmakers, detailing Intel’s survival strategy, AMD’s partnership and investment from OpenAI, Apple’s M5 chips for on-device AI, and NVIDIA’s defense against custom-chip competitors.
The episode also features interesting threads from Hacker News, like developers embracing curl again, and insights into a hacker’s teardown of Kindle’s DRM protections.
Gregor Vand is a technologist with a background as a CTO in cybersecurity, based in Singapore, reachable via vand.hk or LinkedIn.
Sean is an AI Entrepreneur in Residence at Confluent, with a history in academia, startups, and Google. His publications cover AI to quantum computing. Connect with him on LinkedIn.
[Link to episode transcript]
Sponsors
Airia: Discover how Airia addresses AI anxiety by balancing speed with innovation and compliance with security. Start for free at airia.com.
Fixstars: Accelerate AI model training and real-time inference with Fixstars AI Booster. Learn more at fixstars.com.