SED News: AMD’s Big OpenAI Deal, Intel’s Struggles, and Apple’s AI Long Game

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, and is the founder and CTO of Mailpass. Previously, Gregor was a CTO across cybersecurity, cyber insurance and general software engineering companies. He has been based in Asia Pacific for almost a decade and can be found via his profile at vand.hk.

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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