SED News: NVIDIA Bets on Intel, Meta’s Demo Crash, and Anthropic’s Explosive Growth

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 NVIDIA's $5B investment in Intel and $100M stake in OpenAI, Meta’s stumble with its AR glasses demo, and the surprise $50B private equity acquisition of Electronic Arts. They also break down Anthropic’s record-setting Series F round and what Google’s Genie 3 “world model” reveals about the next frontier of AI.

Gregor and Sean then zoom things out to debate the future of devices and hardware. They cover Apple’s underwhelming Vision Pro to Snap’s all-in bet on AR specs, and what form factors might actually matter for developers.

Finally, they highlight standout projects from Hacker News, including hosting a website on a disposable vape, playing Snake in your browser’s address bar, and Slack’s six-figure billing fiasco that the community helped reverse.

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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