SED Information is a month-to-month podcast from Software program Engineering Each day the place hosts Gregor Vand and Sean Falconer unpack the most important tales shaping software program engineering, Silicon Valley, and the broader tech business.
On this episode, they cowl Apple‘s unsure path past the iPhone. In addition they talk about Google‘s agentic pivot at Google I/O, a surge in DuckDuckGo visitors following Google’s default swap to AI mode, and payroll platform Distant surpassing 300 million in ARR with flat headcount.
Gregor and Sean additionally dig into why client 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 may appear like as corporations begin scrutinizing their AI payments.
Lastly, they spotlight standout threads from Hacker Information together with Doom working on a journey router touchscreen, a viral publish asking whether or not AI productiveness beneficial properties ought to translate to a day without work, YouTube‘s transfer to robotically label AI-generated content material, and SimCity 3000 working 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 based mostly in Singapore and could be discovered by way of his profile at vand.hk or on LinkedIn.

Sean’s been an educational, startup founder, and Googler. He has revealed works overlaying a variety of matters 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’ll be able to join with Sean on LinkedIn.
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