SED News is a monthly podcast from Software Engineering Daily, where hosts Gregor Vand and Sean Falconer discuss influential topics in software engineering, Silicon Valley, and the tech industry at large.
In this episode, they talk about the viral growth of OpenClaw and its founder’s move to OpenAI, OpenAI’s potential ads in ChatGPT, and Alibaba’s agent-powered commerce during Lunar New Year. They also discuss Mistral’s acquisition of Koyeb for enhancing its compute stack, the competition among ChatGPT, Claude, and Gemini, and what these developments indicate about monetization, infrastructure, and control in the AI race.
Gregor and Sean explore the rapid growth of agentic engineering. They analyze how tools like Claude Code and Codex shorten the idea-to-production process, the implications of multi-agent orchestration for software teams, the potential decline of the “10x engineer” era, and the evolving organizational structures as coding becomes more automated.
They also highlight notable threads from Hacker News, including reverse engineering an old DOS classic, a 3D reimagining of flight tracking data, traditional film effects using cloud tanks, and the privacy-centric GrapheneOS mobile operating system.
Gregor Vand is a security-focused technologist and former CTO across various tech sectors, based in Singapore. Sean has worked as an academic, startup founder, and at Google, and is currently an AI Entrepreneur in Residence at Confluent. Connect with them on LinkedIn.
Please click [here](http://softwareengineeringdaily.com/wp-content/uploads/2026/03/SED1912-News-March-2026.txt) to see the transcript of this episode.
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