Sunday, November 30, 2025

SED Information: AMD’s Large OpenAI Deal, Intel’s Struggles, and Apple’s AI Lengthy Recreation


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

On this episode, they cowl the $1.7B acquisition of Safety AI, LangChain’s huge valuation, and the shock $300M funding” spherical for Periodic Labs. Additionally they break down the huge AWS outage, Apple’s uncommon reversal on its glass UI design, and the rising net of trillion-dollar AI infrastructure offers centered round OpenAI.

Gregor and Sean then dive deep into the world of chipmakers, exploring how Intel is combating to outlive, AMD’s new partnership and 10% funding from OpenAI, Apple’s long-term wager on on-device AI with its M5 chips, and NVIDIA’s push to defend its dominance amid rising custom-chip competitors.

Lastly, they spotlight standout threads from Hacker Information, together with builders rediscovering the enjoyment of curl, a hacker’s intelligent teardown of Kindle’s DRM protections, and extra.

Gregor Vand is a security-focused technologist, and is the founder and CTO of Mailpass. Beforehand, Gregor was a CTO throughout cybersecurity, cyber insurance coverage and common software program engineering firms. He has been based mostly in Asia Pacific for nearly a decade and could be discovered by way of his profile at vand.hk.

 

 

Sean’s been a tutorial, startup founder, and Googler. He has revealed works overlaying a variety of subjects from AI to quantum computing. Presently, 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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