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Podcast Archives - Software Engineering Daily

Eric Ries on Why Good Companies Go Bad SED News: Restricted Models, IDE Wars, and the DeepMind Mafia - Software Engineering Daily Grafana's Approach to AI-Native Observability - Software Engineering Daily Building Software That People Love Mina the Hollower Foundation Models for Structured Data - Software Engineering Daily Biome and the Future of JavaScript Tooling Preparing for Q-Day - Software Engineering Daily Developing Multiplayer Games in Godot - Software Engineering Daily SED News: Apple’s AI Problem, The Real Business Model of AI, and Token Cost Reckoning Web Native Game Development - Software Engineering Daily The Hardware Bottleneck AI Can't Fix - Software Engineering Daily Autonomous Drone Delivery at Scale The European Startup Scene - Software Engineering Daily React Native at Scale Formal Methods as Agent Guardrails - Software Engineering Daily Open Source Sustainability - Software Engineering Daily Vespa AI and Surpassing the Limits of Vector Search - Software Engineering Daily SED News: Anthropic’s Mythos, Supply Chain Hacks, and the AI Spending Surge - 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SED News: AMD’s Big OpenAI Deal, Intel’s Struggles, and Apple’s AI Long Game - Software Engineering Daily
SEDaily · 2025-11-04 · via Podcast Archives - Software Engineering Daily

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 the $1.7B acquisition of Security AI, LangChain’s massive valuation, and the surprise $300M funding” round for Periodic Labs. They also break down the massive AWS outage, Apple’s rare reversal on its glass UI design, and the emerging web of trillion-dollar AI infrastructure deals centered around OpenAI.

Gregor and Sean then dive deep into the world of chipmakers, exploring how Intel is fighting to survive, AMD’s new partnership and 10% investment from OpenAI, Apple’s long-term bet on on-device AI with its M5 chips, and NVIDIA’s push to defend its dominance amid growing custom-chip competition.

Finally, they highlight standout threads from Hacker News, including developers rediscovering the joy of curl, a hacker’s clever teardown of Kindle’s DRM protections, and more.

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.

Please click here to see the transcript of this episode.

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