SED News is a monthly podcast from Software Engineering Daily where hosts Gregor Vand and Sean Falconer unpack the biggest stories shaping software engineering, Silicon Valley, and the broader tech industry.
In this episode, they cover Anthropic’s controversial “Mythos” security model and what it means for vulnerability discovery at scale. They also discuss recent layoffs at Snap and Meta, and how AI investment pressures are reshaping hiring, organizational priorities, and the economics of big tech.
Gregor and Sean then zoom out to examine the massive wave of AI infrastructure spending—hundreds of billions in capex across Amazon, Google, Microsoft, and Meta, and what it signals about the future of cloud platforms, model providers, and the engineers who build on top of them. They explore the emerging entanglement between model labs and infrastructure providers, the evolving role of engineers in an AI-native world, and the growing gap between rapid AI adoption and security readiness.
Finally, they highlight standout threads from Hacker News, including creative uses of AI coding tools to revive abandoned side projects, new approaches to training smaller yet highly capable models, surprising demographic data visualizations, and even the mathematics of “cheating” at Tetris.
Gregor Vand is a security-focused technologist, having previously been a CTO across cybersecurity, cyber insurance and general software engineering companies. He is based in Singapore and can be found via his profile at vand.hk or on LinkedIn.
Sean’s been an academic, startup founder, and Googler. He has published works covering a wide range of topics from AI to quantum computing. Currently, Sean is an AI Entrepreneur in Residence at Confluent where he works on AI strategy and thought leadership. You can connect with Sean on LinkedIn.
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You know Fidelity as a financial services leader. But did you know that inside Fidelity is a community of technologists working together to shape the future of finance and tech?
Fidelity is always investing in tomorrow: from emerging tech to cutting-edge tools that will transform what comes next. Their technologists are encouraged to keep learning so they can expand their skillsets, explore new ground, and stay ahead of this rapidly-evolving industry.
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Fidelity is an equal opportunity employer.
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