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Tuesday, June 9, 2026

SED Information: Apple’s AI Downside, The Actual Enterprise Mannequin of AI, and Token Value Reckoning


SED Information is a month-to-month podcast from Software program Engineering Every day the place hosts Gregor Vand and Sean Falconer unpack the most important tales shaping software program engineering, Silicon Valley, and the broader tech trade.

On this episode, they cowl Apple‘s unsure path past the iPhone. Additionally they talk about Google‘s agentic pivot at Google I/O, a surge in DuckDuckGo site visitors following Google’s default change to AI mode, and payroll platform Distant surpassing 300 million in ARR with flat headcount.

Gregor and Sean additionally dig into why shopper subscriptions don’t appear to correspond to precise prices, how enterprise is quietly subsidizing the AI financial system, why the true moat has shifted from mannequin high quality to context administration and agentic harness, and what the approaching wave of token value optimization would possibly appear to be as corporations begin scrutinizing their AI payments.

Lastly, they spotlight standout threads from Hacker Information together with Doom operating on a journey router touchscreen, a viral submit asking whether or not AI productiveness positive factors ought to translate to a day without work, YouTube‘s transfer to robotically label AI-generated content material, and SimCity 3000 operating in 4K.

Gregor Vand is a security-focused technologist, having beforehand been a CTO throughout cybersecurity, cyber insurance coverage and normal software program engineering corporations. He’s primarily based in Singapore and could be discovered by way of his profile at vand.hk or on LinkedIn.

 

 

Sean’s been an instructional, startup founder, and Googler. He has revealed works masking a variety of subjects from AI to quantum computing. At the moment, Sean is an AI Entrepreneur in Residence at Confluent the place he works on AI technique and thought management. You possibly can join with Sean on LinkedIn.

 

 

Please click on right here to see the transcript of this episode.

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