Artificial Developer Intelligence

Grok Buys Cursor, MidJourney Goes Hardware, Hermes Agent & Evaluation-Driven Development

Shimin Zhang, Dan Lasky, & Rahul Yadav — Fri, 26 Jun 2026 05:00:00 -0700

MidJourney — the AI image company — just quit image generation to build 50,000 spas that scan your body slice by slice. Then the week got weirder.

Co-hosts: Shimin Zhang, Dan Lasky, Rahul Yadav.

▸ SpaceX buys Cursor — Elon's SpaceX (xAI/"Grok Cursor") is acquiring Cursor for $60B in Class A common stock — a ~60x multiple on ~$1B revenue, largely to buy an enterprise foothold. (Shimin: the first real sign of an AI-tool consolidation phase.)

▸ MidJourney goes hardware — the image-gen pioneer is licensing micro-ultrasound chips to build 50,000 body-scan spas (first one: SF, 2027), aiming for a billion scans a month. Fully private, no VC backers, a self-described "community research lab." Terabytes/second — ~500 hours of HD video per single second of scan.

▸ Tool Shed: Hermes Agent (Nous Research) — the plugin-maximalist opposite of a minimal harness like Pi: built-in memory, a self-learning skill loop, cron scheduling, swappable memory providers, and ~20 chat channels out of the box. Dan: "parachuting in with sixteen crates of supplies and a film crew."

▸ Is AI ruining our skills? (Nature) — physicians' precancerous-lesion detection fell from 28.4% to 22.4% once the AI tool was removed; 52 engineers scored 50% on understanding their own code with AI vs 67% without. Cognitive debt is showing up in the data.

▸ Claude Code is a video game (Provi.me) — the "one more prompt" loop that keeps you up three hours past bedtime, and why AI finally made B2B SaaS addictive. Plus the "agent dice" repo: roll a natural 20 and a stop hook makes the agent reflect and write itself a skill.

▸ Evaluation-Driven Development (Decoding AI) — treat every AI feature as a hypothesis and gate the PR on an offline eval pipeline (built on Opik) instead of unit tests. Gold-standard vs synthetic datasets, code-metric vs LLM-as-judge evaluators, and an "aggression" dial for how big a jerk your reviewer is. (Shimin: Newtonian physics → quantum mechanics.)

▸ Two Minutes to Midnight — ChatGPT slips under 50% share (46.4%; Gemini 27.7%, Claude 10.3%), Nvidia raises $25B in its first bond deal since 2021, and Ed Zitron walks OpenAI's FT-verified financials ($38.5B loss in 2025). ~2B users — one in four people on Earth; no 10x left. Clock moved up to 5:00.

⏱ Chapters

00:00 Cold Open & Welcome
01:50 News: SpaceX Buys Cursor for $60B
04:46 News: MidJourney Pivots to Body-Scan Spas
11:45 Tool Shed: Hermes Agent (Nous Research)
19:54 Post-Processing: Is AI Ruining Our Skills? (Nature)
27:13 Post-Processing: Claude Code Is a Video Game
35:23 Post-Processing: Evaluation-Driven Development (EDD)
41:44 Two Minutes to Midnight: ChatGPT Under 50%, Nvidia Debt, OpenAI's Numbers
55:06 Outro

🔗 Articles we discussed

News:
• SpaceX to acquire Cursor — CNBC: https://www.cnbc.com/2026/06/16/spacex-spcx-cursor-acquisition-ipo.html
• MidJourney's medical pivot — MidJourney: https://www.midjourney.com/medical/blogpost

Tool Shed:
• Hermes Agent docs — Nous Research: https://hermes-agent.nousresearch.com/docs/

Post-Processing:
• Is AI ruining our skills? Early results are in — Nature: https://www.nature.com/articles/d41586-026-01947-1
• Claude Code is a video game — Provi.me: https://provi.me/cc-like-video-games
• How Evaluation-Driven Development (EDD) works — Decoding AI (Paul Easton & Alejandro Aboy): https://www.decodingai.com/p/5b766861-0001-494f-a37f-4d4eb104dcfa

Two Minutes to Midnight:
• ChatGPT's market share slips below 50% for the first time — TechCrunch: https://techcrunch.com/2026/06/16/chatgpts-market-share-slips-below-50-for-first-time/
• Nvidia seeks to raise over $25B in first bond deal since 2021 — Ars Technica: https://arstechnica.com/ai/2026/06/chipmaker-nvidia-seeks-to-raise-over-25b-in-first-bond-deal-since-2021/
• Exclusive: OpenAI's financials — Where's Your Ed At (Ed Zitron): https://www.wheresyoured.at/exclusive-openai-financials/

🎙 About ADI Pod

ADI Pod (Artificial Developer Intelligence) is a weekly podcast about AI and software development for working developers. We go through hundreds of links and dozens of newsletters each week so you don't have to. Hosts: Shimin Zhang, Dan Lasky, Rahul Yadav. New episodes Tuesdays.

• https://www.adipod.ai
• humans@adipod.ai

If something here changed your mind or gave you something to try on Monday, hit subscribe and leave a comment with what you tried.

Fable 5 Ban, Meta's AI Gulag, Elias Thorne & What is Loop Engineering?

Shimin Zhang, Dan Lasky, & Rahul Yadav — Fri, 19 Jun 2026 05:00:00 -0700

Three days after Fable 5 launched, the US government banned it — for every foreign national on Earth, including Anthropic's own employees. Then it got weirder.

This week on ADI Pod: the Fable 5 export ban, Meta's applied-AI "gulag," the Elias Thorne dataset virus, loop engineering, a local DeepSeek V4 demo, the paper that shatters Dunning-Kruger, and NBER's bubble math.

Co-hosts: Shimin Zhang, Dan Lasky, Rahul Yadav.

▸ Fable 5 & Mythos 5, export-banned — a national-security order cut access for all foreign nationals (even Anthropic's own staff) in ~90 minutes, reportedly after an AWS jailbreak claim; likely the end of universal frontier-model access. Shimin had a near-"AI psychosis" moment using it to design a novel drone.

▸ Meta's "AI Gulag" — Alexandr Wang's unit drafts laid-off engineers to write puzzles and label data to train Meta's weaker models, on full salary and RSUs; the "gulag" label is a stretch, but the internal drama is real.

▸ The Elias Thorne mystery (404 Media) — a lighthouse keeper seeded by ~111 ChatGPT-3.5 chats became a "dataset virus" now in ~88% of AI stories and "authoring" books on Amazon across every lab (Cornell's Hamilton & Mimno).

▸ AI is fast, the economy isn't (howfastis.ai) — task horizons double every ~6 months, but weak-link / Theory-of-Constraints bottlenecks (Chad Jones; Goldratt) keep growth near 2%/yr; human judgment is the constraint AI can't yet remove.

▸ Loop engineering (Addy Osmani) — six pieces turn a bare /loop (Ralph loop) into a real agent harness: automations, worktrees, skills, plugins/connectors, subagents (split the worker from the reviewer), and memory. It amplifies whatever judgment you bake into your skills.

▸ Deep Dive — "Beyond the Steeper Curve" (Christopher Koch) — AI doesn't steepen Dunning-Kruger, it shatters it: "metacognitive decoupling" unglues output quality from self-assessment. Plus the "slop grenade" and the sycophancy trap (No One's Happy).

▸ Vibe & Tell — Dan runs DeepSeek V4 Flash locally ("DS4," the dwarf star runner) on a Framework Ryzen 395 Max over ROCm, ~14 tok/s, wired to Pi agent — ~$4,000 of hardware, no cloud.

▸ Two Minutes to Midnight — Claude on Apple's foundation-model backend (a commoditization tell), the end of subsidized inference, and an NBER paper pricing genuine insolvency risk into the AI build-out. Clock set back to 5:30.

⏱ Chapters

00:00 Cold Open & Welcome

02:01 News: The US Government Bans Fable 5 & Mythos 5

10:35 News: Meta's "AI Gulag" (feat. Rahul)

14:39 Post-Processing: The Elias Thorne Mystery

21:12 Post-Processing: AI Is Fast, the Economy Isn't (howfastis.ai)

29:22 Post-Processing: Loop Engineering (Addy Osmani)

36:37 Deep Dive: Beyond the Steeper Curve (Dunning-Kruger, Shattered)

43:46 Deep Dive: Appearing Productive & the Slop Grenade

51:51 Vibe & Tell: DeepSeek V4 Flash at Home (DS4)

57:39 Two Minutes to Midnight: Apple Foundation Models, Cheaper Inference, NBER Bubble Math

1:08:44 Outro

🔗 Articles we discussed

News:

• Fable & Mythos access update — Anthropic: https://www.anthropic.com/news/fable-mythos-access

• Anthropic lobbies the White House over the Mythos/Fable ban — Axios: https://www.axios.com/2026/06/14/anthropic-white-house-mythos-fable

• Meta's months-old AI unit is a "soul-crushing gulag," say the engineers stuck inside it — TechCrunch: https://techcrunch.com/2026/06/12/metas-months-old-ai-unit-is-a-soul-crushing-gulag-say-the-engineers-stuck-inside-it/

Post-Processing:

• Chatbots keep telling stories about lighthouse keeper Elias Thorne — 404 Media: https://www.404media.co/elias-thorne-chatbots-llms-chatgpt-lighthouse-keeper-story/

• How Fast Is AI? — Emory Taziki: https://howfastis.ai/

• Loop Engineering — Addy Osmani: https://addyosmani.com/blog/loop-engineering/

Deep Dive:

• Beyond the Steeper Curve: AI-Mediated Metacognitive Decoupling and the Limits of the Dunning-Kruger Metaphor — Christopher Koch (arXiv): https://arxiv.org/html/2603.29681

• Appearing Productive in the Workplace — No One's Happy: https://nooneshappy.com/article/appearing-productive-in-the-workplace/

Two Minutes to Midnight:

• Claude SDK for Apple Foundation Models — Claude Platform docs: https://platform.claude.com/docs/en/cli-sdks-libraries/libraries/apple-foundation-models

• Can tech companies learn to love cheaper AI models? — TechCrunch: https://techcrunch.com/2026/06/09/can-tech-companies-learn-to-love-cheaper-models/

• What Investment Data Implies About the AI Transition — NBER Working Paper w35290 (Walter & Walter): https://www.nber.org/system/files/working_papers/w35290/w35290.pdf

🎙 About ADI Pod

• https://www.adipod.ai

• humans@adipod.ai

If something here changed your mind or gave you something to try on Monday, hit subscribe and leave a comment with what you tried.

Claude Fable 5 is Here! Plus: Meta AI Hack, LLMs as Black Boxes, and Future of Agents

Shimin Zhang, Dan Lasky, & Rahul Yadav — Fri, 12 Jun 2026 05:00:00 -0700

"I think this is the first time ever where the user has no control over which model you're actually using." — Shimin on Fable 5's safety fallback, which answers blocked questions with Opus 4.8 instead.

This week on ADI Pod: Anthropic ships Fable 5 and Mythos 5, hackers sweet-talk Meta's AI support bot into handing over Instagram accounts (including Obama's), interpretability opens up the black box, Chris Roth's Future of Agents, and Shimin demos Inhabited Design. Rahul's back; the clock moves to 5:20.

▸ Fable 5 & Mythos 5 (Anthropic) — mostly incremental benchmarks, a step change in spatial reasoning (Blueprint Bench 2), scales cleanly with thinking tokens where Opus 4.8 zigzags, and it beats Pokémon FireRed on vision alone. Fable 5's safety classifier blocks cybersecurity and biohazard prompts and answers with Opus 4.8 instead; Mythos 5 stays unguarded for the Project Glasswing cohort. Subscription access ends June 22, then usage-based pricing only.

▸ The Meta AI Hack (Krebs on Security) — the recipe spread on Telegram from May 31: VPN exit near the target's hometown, then ask Meta's AI support assistant to send reset codes to your new email. It complies. Pro-Iranian hackers defaced the Obama White House Instagram and a Space Force account. Why does a support bot hold elevated permissions to replace a boring form? Red teams will make bank.

▸ LLMs Are Not the Black Box You Were Promised (Jay Hack) — on Anthropic's "On the Biology of a Large Language Model." Circuit tracing with a sparse replacement model — one neuron per concept — shows features firing in sequence: Dallas, then Texas, then Austin. Models plan rhymes ahead of the line, and they confabulate how they do math. Shimin: metacognition may be the durable human advantage.

▸ The Future of Agents (Chris Roth) — personal agents, bring-your-own-agent trust boundaries, super apps as agent clients, open standards (MCP, A2A, AG-UI), enterprise open source, generative UI. The hosts push back: code is cheap enough that adapters kill any standard's network effects. Shimin migrated his Pi-agent skills to Claude Code with one prompt. There is no AI moat.

▸ Vibe and Tell: Inhabited Design — Shimin's open-source skill for escaping RLHF attractor states (the same stock ticker and Bloomberg yellow on every finance landing page). Verbalized sampling plus intent-factored generation: sample uniformly over designer, typography, and inspiration, then run two convergence loops. Dan's verdict: "it still feels like a human designer did it."

▸ Two Minutes to Midnight — Google will pay SpaceX $920M a month for compute at xAI data centers; Google already owns a chunk of SpaceX. The S&P 500 won't bend its rules for SpaceX and OpenAI fast-track inclusion. Alphabet upsizes its equity raise to $84.75B against roughly $190B in 2026 capex. Founders Fund's $20M SpaceX check from 2008 is now worth $26–52B. Clock: 5:30 → 5:20.

⏱ Chapters
00:00 Welcome & Rundown
01:20 News Threadmill: Fable 5 & Mythos 5 Launch
10:59 News Threadmill: The Meta AI Support Bot Hack
18:39 Post Processing: LLMs Are Not the Black Box You Were Promised
28:15 Post Processing: The Future of Agents
51:22 Vibe and Tell: Inhabited Design
57:49 Two Minutes to Midnight: SpaceX, S&P 500, Alphabet
1:07:47 Outro

🔗 Articles we discussed

News:
• Claude Fable 5 — Anthropic: https://www.anthropic.com/claude/fable
• Hackers Used Meta's AI Support Bot to Seize Instagram Accounts — Krebs on Security: https://krebsonsecurity.com/2026/06/hackers-used-metas-ai-support-bot-to-seize-instagram-accounts/

Post Processing:
• LLMs are not the Black Box you were promised — Jay Hack: https://www.jay.ai/blog/llms-are-not-a-black-box
• The Future of Agents — Chris Roth: https://cjroth.com/blog/2026-06-03-future-of-agents

Vibe and Tell:
• Inhabited Design — Shimin Zhang (Wolf Peach Labs): https://wolfpeachlabs.com/inhabited-design/

Two Minutes to Midnight:
• Google to pay SpaceX $920M a month for xAI compute — CNBC: https://www.cnbc.com/2026/06/05/google-to-pay-spacex-920-million-a-month-for-xai-compute-capacity.html
• S&P 500 blocks fast SpaceX entry — Ars Technica: https://arstechnica.com/tech-policy/2026/06/sp-500-blocks-fast-spacex-entry-wont-waive-rule-for-unprofitable-ai-firms/
• Alphabet to raise $84.75B in upsized equity offering — Reuters: https://www.reuters.com/legal/transactional/alphabet-raise-8475-billion-upsized-equity-offering-fund-ai-ambitions-2026-06-03/

🎙 About ADI Pod

ADI Pod (Artificial Developer Intelligence) is a weekly podcast about AI and software development for working developers. We read hundreds of links and newsletters each week so you don't have to. Hosts: Shimin Zhang, Dan Lasky, Rahul Yadav. New episodes Tuesdays.

• https://www.adipod.ai
• humans@adipod.ai

If this gave you something to try on Monday, subscribe and tell us.

(00:00) - Welcome & Rundown
(01:20) - News Threadmill: Fable 5 & Mythos 5 Launch
(10:59) - News Threadmill: The Meta AI Support Bot Hack
(18:39) - Post Processing: LLMs Are Not the Black Box You Were Promised
(28:15) - Post Processing: The Future of Agents
(51:22) - Vibe and Tell: Inhabited Design
(57:49) - Two Minutes to Midnight: SpaceX, S&P 500, Alphabet
(01:07:47) - Outro

Claude Opus 4.8, Undocumented Claude Code Features, Eval Harness for AI Skills, Pope on AI

Shimin Zhang & Dan Lasky — Fri, 05 Jun 2026 05:00:00 -0700

"Every time you vibe code, you're gonna spend compute to skip the bottleneck of code review." — Shimin's cold open on ep-28. Trading compute for human labor: that's the default that's coming.

This week on ADI Pod: Claude Opus 4.8 and Anthropic's dynamic-workflow tool, Pope Leo XIV's AI encyclical, a deep read of the Claude Code source code, a Pinterest method for testing whether your AI skills actually fire, two essays on senior engineering and the "dead economy," and a bubble check full of S-1s. Rahul's out this week; the clock moves up to 5:30.

▸ Claude Opus 4.8 + the Dynamic Workflow Tool (TechCrunch): a 41-day fast-follow to 4.7. The new "dynamic workflow" is extra-high thinking plus a huge fan-out of coordinated parallel agents — the hosts call it "Gastown, by Anthropic." Dan likes it more than 4.7, but it hallucinated file names that don't exist and ate a full token budget in 25 minutes. Likely a Mythos distill, not a new base model.

▸ Pope Leo XIV's AI Encyclical — "Magnifica Humanitas" (Vatican): "On Safeguarding the Human Person in the Time of Artificial Intelligence." The Pope gets that models are grown, not developed, warns against pretending AI is neutral, and ties automation to worker protection. Anthropic's Chris Olah was in the room. Shimin's take: better AI takes than most Fortune 500 CEOs.

▸ I Read the Claude Code Source Code (Building Better): the undocumented stuff. A pre-tool-use hook can rewrite a tool's input mid-flight, return allow/deny with a reason, and inject context. Skills take undocumented front-matter (model + effort). Plus where settings.json really lives, and the auto-memory and "dream" toggles.

▸ Technique Corner — An Engineer's Guide to Better AI Skills (Pinterest): a test harness for skill invocation — 15 positive prompts, 5 negative, 5 runs each. Codex went 73%→95% with everything combined; Claude went 62%→73% on a single change and got worse when you combined them. Asking the AI to improve the skill didn't help.

▸ Post Processing — Is This Sustainable? (Jamie Hurst): seniors absorbed AI's rising stakes before juniors did. You skip the RFC and just build the thing. The scary part: AI depth is perishable in ~18 months; what lasts is taste and judgment.

▸ Post Processing — The Dead Economy Theory (Owen McGrann): a turn-by-turn case that replacing workers with AI eats its own market. Peter Thiel, a Valley misread of Nietzsche, and UBI. Shimin pushes back while half-infected by the inevitability virus.

▸ Two Minutes to Midnight (SEC + Qazinform): SpaceX's S-1 claims a $26.5T market that's mostly "AI" and says "truth seeking" 39 times. Anthropic overtakes OpenAI as the most valuable AI startup on a $65B Series H (~3x its February mark) plus a confidential S-1. Microsoft pulls Claude Code back to Copilot on cost. Clock -> 5:30.

⏱ Chapters

00:00 Cold Open & Welcome

02:09 News: Claude Opus 4.8 & the Dynamic Workflow Tool

08:27 News: Pope Leo XIV's AI Encyclical

14:17 ToolShed: I Read the Claude Code Source Code

22:10 Technique Corner: Do Your AI Skills Actually Fire?

29:15 Post Processing: Is This Sustainable? (Senior Eng in the AI Age)

35:30 Post Processing: The Dead Economy Theory

42:12 Two Minutes to Midnight: SpaceX's S-1 & the $26.5T "AI" TAM

45:50 Two Minutes to Midnight: Anthropic Overtakes OpenAI

53:35 Outro

🔗 Articles we discussed

News:

• Anthropic releases Opus 4.8 with new dynamic workflow tool — TechCrunch: https://techcrunch.com/2026/05/28/anthropic-releases-opus-4-8-with-new-dynamic-workflow-tool/

• Magnifica Humanitas (encyclical on AI) — Pope Leo XIV / Vatican: https://www.vatican.va/content/leo-xiv/en/encyclicals/documents/20260515-magnifica-humanitas.html

• I Read the Claude Code Source Code — Building Better: https://buildingbetter.tech/p/i-read-the-claude-code-source-code

Technique Corner:

• An Engineer's Guide to Better AI Skills — Pinterest Engineering: https://medium.com/pinterest-engineering/an-engineers-guide-to-better-ai-skills-implementing-a-testing-process-to-optimize-agent-a000c9c9abcd

Post Processing:

• Is This Sustainable? — Jamie Hurst: https://jamiehurst.co.uk/2026-05-24_ai-sustainable

• The Dead Economy Theory — Owen McGrann: https://www.owenmcgrann.com/p/the-dead-economy-theory

Two Minutes to Midnight:

• SpaceX (Space Exploration Technologies) Form S-1 — SEC EDGAR: https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm

• Anthropic surpasses OpenAI to become world's most valuable AI startup — Qazinform: https://qazinform.com/news/anthropic-surpasses-openai-to-become-worlds-most-valuable-ai-startup

🎙 About ADI Pod

• https://www.adipod.ai

• humans@adipod.ai

If something here gave you something to try on Monday, subscribe and tell us what you tried.

(00:00) - Cold Open & Welcome
(02:09) - News: Claude Opus 4.8 & the Dynamic Workflow Tool
(08:27) - News: Pope Leo XIV's AI Encyclical
(14:17) - News / Tool Shed: I Read the Claude Code Source Code
(22:10) - Technique Corner: Do Your AI Skills Actually Fire?
(29:15) - Post Processing: Is This Sustainable?
(35:30) - Post Processing: The Dead Economy Theory
(42:12) - Two Minutes to Midnight: SpaceX's S-1
(45:50) - Two Minutes to Midnight: Anthropic Overtakes OpenAI
(53:35) - Outro

OpenAI Beats Musk, Gemini 3.5 Flash & AI Burnout Mitigation

Shimin Zhang & Dan Lasky — Fri, 29 May 2026 05:00:00 -0700

"Sam Altman won in court against Elon Musk. But, really, we all lost." That's the New Yorker headline Dan brought to ep-27 — and the question under it is whether any one person should own AI safety.

This week on ADI Pod: the OpenAI–Musk verdict and who really owns AI safety, Gemini 3.5 Flash in AI Overviews, a $48K home GPU server, AI burnout from two angles, the "$100M startup in your laptop" myth, the slop grenade, and an IPO squeeze that could funnel ~10% of the major indexes into three AI firms. Rahul's out this week; clock moves back to 6:15.

▸ OpenAI v. Musk (The New Yorker): OpenAI wins on a statute-of-limitations technicality. Musk's lawyer argues "we could all die" from AI; the judge notes he'd mean it more if he didn't fund xAI. The courtroom "butt pillows" become the complacency metaphor.

▸ Gemini 3.5 Flash: shipped Flash-only into AI Overviews (Dan's bet: it's on TPUs). Mathier than 3.1 but fewer results; the viral "can't search 'disregard'" bug was a harness failure. The pelican it drew looks dressed for a Miami crypto conference (h/t Simon Willison).

▸ Hardware Hut — was a $48K GPU server worth it? (rosmine.ai): an ex-FAANG researcher's 6× RTX 6000 Ada rig breaks even near 80% utilization, then ~$125/month and constant riser failures. Shimin's version: a 128GB Mac for local models, or keep paying Anthropic?

▸ Technique Corner — AI burnout (Evil Martians + Siddhant Khare): cap parallel agents at 3–4, keep hands on the keyboard, accept 70% and hand-code the rest. Shimin's confession: seven Claude Code sessions after work. Capper: Microsoft cancels Claude Code subs after costs top human devs.

▸ Post Processing — Human Bottlenecks (borretti.me): the $100M startup in your laptop stays there because the limiter was always you — judgment, energy, executive function — not the tools.

▸ Dan's Rant — the Slop Grenade (noslopgrenade.com): paste raw Claude output at a coworker instead of an answer and you've thrown one. The successor to nohello.com. Fix: lead with your one-line take, then attach the output for the full kaboom.

▸ Two Minutes to Midnight (Morningstar + Is AI Profitable Yet?): SpaceX/OpenAI/Anthropic could add ~10% to the Morningstar 100; Nasdaq cut its post-IPO wait from 12 months to ~15 trading days. On isaiprofitable.com only Nvidia is green (+$253B); Amazon leads capex at −$291B. Clock → 6:15.

🔗 Articles we discussed

News:

• OpenAI Won, But We All Lost — The New Yorker: https://www.newyorker.com/news/letter-from-silicon-valley/sam-altman-won-in-court-against-elon-musk-but-really-we-all-lost

• Gemini 3.5: Frontier Intelligence With Action — Google: https://blog.google/innovation-and-ai/models-and-research/gemini-models/gemini-3-5/#gemini-3-5-flash

• Gemini 3.5 Flash hands-on — Simon Willison: https://simonwillison.net/2026/May/19/gemini-35-flash/

Hardware Hut:

• Was My $48K GPU Server Worth It? — rosmine.ai: https://rosmine.ai/2026/05/13/was-my-48k-gpu-worth-it/

Technique Corner:

• AI-Assisted Engineers Are Burning Out — Evil Martians: https://evilmartians.com/chronicles/ai-assisted-engineers-are-burning-out-is-this-fine

• AI Fatigue Is Real — Siddhant Khare: https://siddhantkhare.com/writing/ai-fatigue-is-real

Post Processing:

• Human Bottlenecks — borretti.me: https://borretti.me/article/human-bottlenecks

Dan's Rant:

• No Slop Grenade: https://noslopgrenade.com

Two Minutes to Midnight:

• The SpaceX IPO: How US Index Funds Will Adapt — Morningstar (Zachary Evans): https://global.morningstar.com/en-ca/funds/spacex-ipo-how-us-stock-index-funds-will-adapt

• Is AI Profitable Yet?: https://isaiprofitable.com/

🎙 About ADI Pod

• https://www.adipod.ai

• humans@adipod.ai

If something here gave you something to try on Monday, subscribe and tell us what you tried.

(00:00) - Cold Open & Welcome
(02:15) - News: OpenAI Beats Musk — "We All Lost" (The New Yorker)
(07:20) - News: Gemini 3.5 Flash & the Pelican Test
(13:05) - Hardware Hut: Was a $48K GPU Server Worth It?
(19:14) - Technique Corner: AI-Assisted Engineers Are Burning Out
(28:27) - Microsoft Cancels Claude Code — the Token Pendulum
(30:35) - Post Processing: Human Bottlenecks
(36:10) - Raising the First AI-Native Generation
(40:05) - Dan's Rant: The Slop Grenade
(44:49) - Two Minutes to Midnight: The SpaceX IPO Index Squeeze
(49:32) - Is AI Profitable Yet? (Capex by the Billions)
(55:20) - Outro

LLM Neuralanatomy with David Noel Ng, Forward Deployed Everybody, Preferences Revealed by AI

Shimin Zhang, Dan Lasky, & Rahul Yadav — Fri, 22 May 2026 05:00:00 -0700

This week on ADI Pod: Mira Murati's Thinking Machines ships its first product (interaction models), Meta employees fight the mouse-tracking program with flyers, and the Palantir-coined "forward deployed engineer" job title quietly takes over the post-AI engineering org chart. Our sit-down is with Dr. David Noel Ng (https://dnhkng.github.io/) — author of the LLM Neuroanatomy series we covered a few weeks back. He explains why he watched action potentials race down rat neurons at 10,000 fps before getting into LLM interpretability. Dan runs DeepSeek-V4 Flash on a 128 GB Ryzen 395 Max box and vibe-codes an ESP32 home dashboard in C. Deep dive on a paper asking whether AI should obey what you say or what you actually do. And in Two Minutes to Midnight: Cerebras pops 108% on IPO day, Anthropic passes OpenAI on Ramp business data, and we read Andy Hall on the politics of jobless prosperity. Clock stays at 6 minutes.

Co-hosts: Shimin Zhang, Dan Lasky, Rahul Yadav.

▸ Interaction Models — Thinking Machines' first product. A small Qwen 3.5–class "interaction model" runs the UI; a background model handles the heavy lift. They credit the pattern to Qwen, not themselves. Multimodal by default, and surprisingly snappy in the demo.

▸ Meta vs. its own employees — Meta posted flyers around its offices reading "don't want to work at the employee data extraction factory?" after announcing it would record keystrokes, mouse movements, and screens to train internal AI. Last episode's "Model Capability Initiative" story got worse.

▸ Here Comes Forward Deployed Everybody (Scott Werner / works on my machine) — Salesforce moves to an API-only data model. Palantir's "forward deployed engineer" title (originally called "delta") becomes the new pit-crew role across every department. We argue Jevons paradox vs. just-rebranding-the-least-glamorous-job: 20 marketers + 5 pit crews → 30 marketers + 10 pit crews as productivity rises.

▸ Sit-down: Dr. David Noel Ng on LLM Neuroanatomy — fluorescent dyes that change color with membrane voltage, what brain-microchip interfacing taught him about feature attribution, and why interpretability deserves the same first-principles rigor as wet-lab biology. New posts coming.

▸ Vibe Intel — Dan runs Antires's specialized DeepSeek-V4 Flash fork of llama.cpp. Q2 quant on the front, full experts on the back, SSD-cached prefills, ~10 tokens/sec on a Ryzen AI Max+ 395 with 128 GB unified memory. Output peg: Sonnet 4.5-ish. Plus an ESP32 / ESPHome dashboard with a several-thousand-line vibe-coded C lambda that, against all reasonable expectation, works.

▸ Deep Dive — "Should I State or Should I Show?" (Keaton Ellis & Wanying Huang) — three AIs given the same lottery decisions: prompt-only AI hit 70% match with the human; data-only AI hit 75%; both-AI dropped to the worst of the three because it defaulted to the prompt 66% of the time when prompt and behavior conflicted. Implication: if EU AI Act transparency rules force you to honor stated preferences, you're literally picking the worst-performing model.

▸ Two Minutes to Midnight — Cerebras raises $5.5B in IPO, stock pops 108% on day one (claim: ~80× memory throughput vs comparable NVIDIA GPUs). Anthropic now holds 34.4% of Ramp-card-paying businesses, beating OpenAI for the first time. Andy Hall's "Politics of Jobless Prosperity": 2% unemployment jump is the line in the sand for political stability — opens with FDR's 1944 State of the Union. Clock held at 6 minutes; nothing this week jumped the needle.

⏱ Chapters

00:00 Cold Open & Welcome

02:08 News: Interaction Models from Thinking Machines

05:57 News: Meta Employees Protest the Mouse-Tracking Program

10:53 Post-Processing: Here Comes Forward Deployed Everybody (Scott Werner)

22:50 Sit-Down: Dr. David Noel Ng on LLM Neuroanatomy

40:05 Vibe N Tell: DeepSeek-V4 Flash at Home on a 395 Max

45:37 Vibe N tell: ESP32 Home Dashboards via Vibe Coding

48:51 Deep Dive: Should I State or Should I Show? (Ellis & Huang)

1:04:24 Two Minutes to Midnight: Cerebras IPO, Anthropic vs OpenAI, Jobless Prosperity

1:09:34 Outro

🔗 Articles we discussed

News:

• Interaction Models — Thinking Machines: https://thinkingmachines.ai/blog/interaction-models/

• Meta employees protest the mouse-tracking program — Engadget: https://www.engadget.com/2172212/meta-employees-are-protesting-the-companys-mouse-tracking-program/

Post-Processing:

• Here Comes Forward Deployed Everybody — Scott Werner (works on my machine): https://worksonmymachine.ai/p/here-comes-forward-deployed-everybody

Sit-Down — Dr. David Noel Ng:

• Substack: https://dnhkng.substack.com/

• Site: https://dnhkng.github.io/
* Rest of David's home AI Lab Build Story: https://dnhkng.github.io/posts/hopper/

Deep Dive:

• Should I State or Should I Show? Aligning AI with Human Preferences — Keaton Ellis & Wanying Huang (arXiv): https://arxiv.org/html/2603.29317v1

Two Minutes to Midnight:

• Cerebras raises $5.5B, kicks off 2026's IPO season — TechCrunch: https://techcrunch.com/2026/05/14/cerebras-raises-5-5b-kicking-off-2026s-ipo-season-with-a-bang/

• Cerebras: Faster Tokens, Please — SemiAnalysis: https://newsletter.semianalysis.com/p/cerebras-faster-tokens-please

• Anthropic now has more business customers than OpenAI (per Ramp data) — TechCrunch: https://techcrunch.com/2026/05/13/anthropic-now-has-more-business-customers-than-openai-according-to-ramp-data/

• The Politics of Jobless Prosperity — Andy Hall (Free Systems): https://freesystems.substack.com/p/the-politics-of-jobless-prosperity

🎙 About ADI Pod

• https://www.adipod.ai

• humans@adipod.ai

If something in this episode changed your mind or gave you something to try on Monday, hit subscribe and leave a comment with what you tried.

(00:00) - Cold Open & Welcome
(02:08) - News: Interaction Models from Thinking Machines
(05:57) - News: Meta Employees Protest the Mouse-Tracking Program
(10:53) - Post-Processing: Here Comes Forward Deployed Everybody (Scott Werner)
(22:50) - Sit-Down: Dr. David Noel Ng on LLM Neuroanatomy
(40:05) - Vibe N Tell: DeepSeek-V4 Flash at Home on a 395 Max
(45:37) - Vibe N tell: ESP32 Home Dashboards via Vibe Coding
(48:51) - Deep Dive: Should I State or Should I Show? (Ellis & Huang)
(01:04:24) - Two Minutes to Midnight: Cerebras IPO, Anthropic vs OpenAI, Jobless Prosperity
(01:09:34) - Outro

Multi-Agent Patterns for 2026, Anthropic on Colossus, Brockman's Tesla Painting

Shimin Zhang, Dan Lasky, & Rahul Yadav — Fri, 15 May 2026 05:00:00 -0700

Anthropic finally fixed the compute crunch — by partnering with the one company OpenAI is currently being sued by. Plus Brockman's deposition journal drops, we unpack why a billion-token context window needs an entirely different GPU architecture, and Phil Schmid's four sub-agent patterns for 2026.

This week on ADI Pod: Dan, Rahul and Shimin go heavy on the Elon news — the OpenAI lawsuit, the Anthropic + SpaceX/XAI compute deal that just lifted Claude Code's peak-hour limits, and the Wall Street Journal's data on Grok's user base collapsing (now ~1/30th of ChatGPT's). Then we move into the substance: NVIDIA's Rubin CPX architecture and disaggregation, Phil Schmid's four sub-agent patterns and where the agent-teams pattern is headed, Jack Clark's piece on recursive AI research automation, and Simon Willison reluctantly admitting he runs Claude Code with --dangerously-skip-permissions by default.

We close with bubble watch — and move the clock further from midnight after a week with no major red flags.

🔗 Articles we discussed

▸ How Elon Musk left OpenAI, per Greg Brockman (TechCrunch)

https://techcrunch.com/2026/05/06/how-elon-musk-left-openai-according-to-greg-brockman/

▸ Anthropic raises Claude Code usage limits, credits SpaceX deal (Ars Technica)

https://arstechnica.com/ai/2026/05/anthropic-raises-claude-code-usage-limits-credits-new-deal-with-spacex/

▸ Anthropic-SpaceX AI deal (Wall Street Journal)

https://www.wsj.com/tech/ai/anthropic-spacex-ai-deal-elon-musk-f86ea369?st=XUQnP7&reflink=desktopwebshare_permalink

▸ The road to a billion-token context (CACM)

https://cacm.acm.org/news/the-road-to-a-billion-token-context/

▸ Sub-agent patterns for 2026 — Phil Schmid

https://www.philschmid.de/subagent-patterns-2026

▸ Import AI 455: automating AI research — Jack Clark

https://importai.substack.com/p/import-ai-455-automating-ai-research

▸ Vibe coding and agentic engineering are getting closer than I'd like — Simon Willison

https://simonwillison.net/2026/May/6/vibe-coding-and-agentic-engineering/

▸ You need AI that reduces your maintenance costs — James Shore

https://www.jamesshore.com/v2/blog/2026/you-need-ai-that-reduces-your-maintenance-costs

▸ Anthropic reportedly agrees to pay Google $200B for chips and cloud access (Engadget)

https://www.engadget.com/2165585/anthropic-reportedly-agrees-to-pay-google-200-billion-for-chips-and-cloud-access/

▸ Silicon Valley bets on floating AI data centers powered by ocean waves (Ars Technica)

https://arstechnica.com/ai/2026/05/silicon-valley-bets-on-floating-ai-data-centers-powered-by-ocean-waves/

⏱ Chapters

00:00 Cold Open & Welcome

02:15 News: Elon vs OpenAI Trial Drama (Brockman's Journal & The Tesla Painting)

08:30 News: Anthropic Joins Colossus (SpaceX/XAI Compute Deal)

13:06 Hardware Hunt: The Road to a Billion-Token Context (NVIDIA Rubin CPX)

21:56 Technique: Phil Schmid's 4 Sub-Agent Patterns for 2026

30:11 Post-Processing: Jack Clark — AI Systems Are About to Build Themselves

45:17 Post-Processing: Simon Willison — Vibe Coding & Agentic Engineering

55:14 Post-Processing: James Shore — AI That Reduces Maintenance Costs

1:01:39 Two Minutes to Midnight

1:12:05 Outro

🎙 About ADI Pod

ADI Pod (Artificial Developer Intelligence) is a weekly conversation show about AI and software development. We go through hundreds of links and dozens of newsletters each week so you don't have to. Hosts: Shimin Zhang, Dan Łaski, Rahul Yadav.

🌐 https://www.adipod.ai

📧 humans@adipod.ai

🦋 Shimin on Bluesky: @shiminsky.bsky.social

If something in this episode changed your mind or gave you something to try on Monday, hit subscribe and leave a comment with what you tried.

#ADIPod #AINews #ClaudeCode #Anthropic #AICoding

(00:00) - Cold Open & Welcome
(02:15) - News: Elon vs OpenAI Trial Drama (Brockman's Journal & The Tesla Painting)
(08:30) - News: Anthropic Joins Colossus (SpaceX/XAI Compute Deal)
(13:06) - Hardware Hunt: The Road to a Billion-Token Context (NVIDIA Rubin CPX)
(21:56) - Technique: Phil Schmid's 4 Sub-Agent Patterns for 2026
(30:11) - Post-Processing: Jack Clark — AI Systems Are About to Build Themselves
(45:17) - Post-Processing: Simon Willison — Vibe Coding & Agentic Engineering
(55:14) - Post-Processing: James Shore — AI That Reduces Maintenance Costs
(01:01:39) - Two Minutes to Midnight
(01:12:05) - Outro

OpenAI's Goblin Problem, 10 Lessons When Code Is Cheap, AI Addiction Loop

Shimin Zhang, Dan Lasky, & Rahul Yadav — Fri, 08 May 2026 05:00:00 -0700

Why does the leaked Codex CLI system prompt explicitly tell GPT-5.5 to never mention goblins, gremlins, raccoons, trolls, ogres, or pigeons? Why is OpenAI now gating its cyber model the same way it mocked Anthropic for gating Mythos last month? And what does it mean that Dan tried to write a personal project without Claude — and physically couldn't?

Co-hosts Shimin Zhang, Dan Lasky, and Rahul Yadav cover these and more on ADI Pod #24. This week: GPT-5.5 Cyber's gated release, OpenAI's "Where the Goblins Came From" RLHF post-mortem, Adi Osmani's five patterns for long-running agents, Jesse Vincent's adversarial review prompt, Drew Brunig's 10 lessons for agentic coding, Ivan Turkovic's history of failed attempts to eliminate programmers, Nilay Patel's "software brain" thesis, the Nature paper showing warm AI models lose 10–30 percentage points of accuracy, and a $1.1B raise for an AI lab that wants to train without human data.

## In this episode

▸ **GPT-5.5 Cyber gating** — Sam Altman called Mythos's gated release "fear-based marketing" two months ago. Now OpenAI is doing the exact same thing with the GPT-5.5 cyber variant. Multi-tier model access (enterprise, government, research preview, cyber) is becoming the default — and Shimin worries the White House is about to add another gate.

▸ **The Goblin Problem** — OpenAI's Codex CLI prompt was open-sourced and turned out to include "never talk about goblins, gremlins, raccoons, trolls, ogres, pigeons." OpenAI's "Where the Goblins Came From" post-mortem reveals a textbook RLHF failure: a "nerdy persona" reward signal trained the model to mention goblins in 66.7% of nerdy responses, and the tic propagated through supervised fine-tuning to non-nerdy responses too.

▸ **Long-running agents (Adi Osmani / Elevate)** — Five patterns for agents that run for hours or days: checkpoints over zero-or-100 outputs, governing memory like microservices, ambient processing without forced human-in-the-loop, fleet orchestration, and budget circuit-breakers. Bonus: the running gag where Rahul realizes the post is essentially an ad for Google Enterprise Agent Platform.

▸ **Adversarial review prompts (Jesse Vincent / superpowers)** — A four-step technique for getting better code review out of agents: invoke "fresh eyes," dispatch competing subagents, promise a reward (a cookie), and threaten disappointment if they don't find N issues.

▸ **10 Lessons for Agentic Coding (Drew Brunig)** — Implement to learn, rebuild often, invest in end-to-end tests, document intent, keep specs in sync, find the hard stuff, automate the easy stuff, develop taste, agents amplify experience, and the kicker: agent code is "free as in puppies" — the puppy is free, but you have to feed it and walk it.

▸ **The Eternal Promise (Ivan Turkovic)** — A history of attempts to eliminate programmers from COBOL through 4GLs, CASE tools, the Japanese 5th Generation project, no-code/low-code, and now LLMs. Each abstraction layer expanded software jobs rather than replacing them. Shimin's reframe: "Software is calcified business process. Someone has to do the calcifying."

▸ **People Do Not Yearn for Automation (Nilay Patel / The Verge)** — Why Gen Z hopefulness about AI dropped to 18% (anger up to 31%), why America is uniquely AI-pessimistic, and what Nilay calls "software brain" — the Silicon Valley assumption that human life can be reduced to data and algorithms. Plus Anuradha Pandey's reframe: stop calling them social media, call them ad platforms.

▸ **Warm models lose accuracy** — A Nature paper finds AI models trained for warmth lose 10–30 percentage points of accuracy. A companion study shows humans trust warm models *more* even when they're wrong. Frontier labs now have an explicit incentive to train the warmest model, not the most accurate one. Plus: Richard Dawkins talks to "Claudia" for three days and concludes AI must be conscious.

▸ **Dan's Rant — The AI Addiction Loop** — Dan tries to build a Home Assistant TypeScript automation without Claude. Can't. "It felt like they had fundamentally broken my arm in a way that I can't do this task as quickly as I wanted to. That scares me a lot." Shimin: "We're running into the social media addiction loop in three months instead of a decade."

▸ **Two Minutes to Midnight** — OpenAI projects ChatGPT Plus dropping from 44M to 9M subscribers in 2026 while scaling the ad-supported tier from 3M to 112M (30×). David Silver raises $1.1B for Ineffable Intelligence — a no-human-data approach inspired by AlphaGo. Scout AI raises $100M for autonomous military vision-language-action models. Bubble Clock held at 4:00 minutes.

## Key takeaways

— Reward hacking can propagate latent persona quirks through fine-tuning in ways the lab itself only catches when users surface them.

— Memory drift, not raw context size, is the real ceiling for long-running agents. Govern memory like you govern microservices.

— Code is free as in puppies, not free as in beer. The cost shifts to maintenance, security, and the new burden of maintaining your own automations.

— Warm AI is an alignment trap: incentivized for trust over accuracy, weaponizable in authoritarian hands.

— "You can outsource your thinking, but you can't outsource your understanding." — Karpathy, via Rahul.

— AI addiction hits in three months. Social media took a decade. We are not ready for the time scale.

## Chapters

(00:00) - Cold Open & Welcome
(02:50) - News Threadmill: GPT-5.5 Cyber Gets Mythos-Style Gating
(08:52) - News Threadmill: The Goblin Problem & RLHF Post-Mortem
(13:52) - Tool Shed: Long-Running Agents (Adi Osmani)
(25:52) - Technique Corner: Adversarial Review Prompts (Jesse Vincent)
(30:59) - Technique Corner: 10 Lessons for Agentic Coding (Drew Brunig)
(42:31) - Post-Processing: The Eternal Promise — A History of Attempts to Eliminate Programmers
(01:02:10) - Post-Processing: People Do Not Yearn for Automation
(01:09:08) - Post-Processing: Warm Models & The Sycophancy Trap
(01:13:28) - Dan's Rant: Home Automation & The AI Addiction Loop
(01:20:09) - Two Minutes to Midnight: OpenAI's 30× Ad-Tier, David Silver's $1.1B, Scout AI's Drones
(01:25:55) - Outro

## Resources mentioned

**News Threadmill — GPT-5.5 Cyber & The Goblin Problem**

• TechCrunch — After dissing Anthropic for limiting Mythos, OpenAI restricts access to cyber too: https://techcrunch.com/2026/04/30/after-dissing-anthropic-for-limiting-mythos-openai-restricts-access-to-cyber-too/

• Ars Technica — Amid mythos-hyped cybersecurity prowess, researchers find GPT-5.5 is just as good: https://arstechnica.com/ai/2026/05/amid-mythos-hyped-cybersecurity-prowess-researchers-find-gpt-5-5-is-just-as-good/

• Ars Technica — OpenAI Codex system prompt includes explicit directive to never talk about goblins: https://arstechnica.com/ai/2026/04/openai-codex-system-prompt-includes-explicit-directive-to-never-talk-about-goblins/

• OpenAI — Where the Goblins Came From: https://openai.com/index/where-the-goblins-came-from/

...

Why Models Over-Edit Your Code, Meta Keystroke Surveillance, Interviewing Engineers in the AI Age

Shimin Zhang, Dan Lasky, & Rahul Yadav — Fri, 01 May 2026 05:00:00 -0700

Is GPT-5.5 finally a 4.7-tier model? Did DeepSeek V4 just close the gap with Anthropic? And what does it mean that a senior ML engineer says he can't out-code Claude anymore? Co-hosts Shimin Zhang, Dan Lasky, and Rahul Yadav are joined by special guest Nathan Lubchenco — ML engineer and Substack author of *The future was yesterday* (https://nathanlubchenco.substack.com/) — on ADI Pod #23 (April 28, 2026).

This episode covers OpenAI's GPT-5.5 release, DeepSeek V4 (1.6T base / 49B active params with 1M context), Meta's new Model Capability Initiative tracking US employee keystrokes and mouse movements, a Levenshtein-distance study on coding-model over-editing, the 2026 Stanford AI Index report, and a deep-dive interview on how to hire software engineers when the agents are already better at coding than the candidates.

Key takeaways

— Models are now consistently better at coding than even senior ML engineers, by their own admission. Late-2026 may be when they cross the median software engineer.

— Coding-model over-editing is measurable (Levenshtein distance on boolean-flip tasks) and instruction-followable — explicit "minimum-edit" prompts close most of the gap.

— The US is unusually a slow adopter of a major technological wave. Workplace AI usage is highest in emerging economies, not the developed world.

— "The task is not the job" — humans remain indispensable on the bundling dimensions: catching what customers don't say, and avoiding interactions that end up on social media.

— Software engineering interviews should include the candidate's personal harness, with company-provided API keys for equity. LeetCode optimizes for the wrong signal in 2026.

— DeepSeek V4 closing the gap with Mythos in 3–6 months is what makes the bubble too geopolitically important to fail.

Chapters

(00:00) - Cold Open & Welcome
(01:31) - News Threadmill: GPT-5.5, DeepSeek V4, Meta Watches Every Keystroke
(12:28) - Post-Processing: Coding Models Are Doing Too Much
(18:59) - Post-Processing: The Task Is Not the Job (Luis Garicano)
(32:20) - Post-Processing: The 2026 Stanford AI Index Report
(38:11) - Deep Dive: Interviewing Engineers in the AI Age (with Nathan Lubchenco)
(45:05) - Deep Dive: Reforming Software Hiring — Take-Homes, Personal Harness, Equity
(50:15) - Deep Dive: When Models Cross the Median Engineer (Late-2026 Prediction)
(59:29) - Deep Dive: Why Code Review Is the Current Bottleneck
(01:00:21) - Deep Dive: Should PRs Show the Prompt History?
(01:02:27) - Dan's Rant: Anthropic Tested Removing Claude Code from the Pro Plan
(01:05:44) - Rahul's Rampage: The Infinity Machine — Demis Hassabis & Corporate Gravity
(01:14:32) - Two Minutes to Midnight: Bubble Clock Moves Back to 4:00
(01:26:30) - Outro

Resources mentioned

**Models & news**

• OpenAI — Introducing GPT-5.5: https://openai.com/index/introducing-gpt-5-5/

• Engadget — DeepSeek promises its new AI model has world-class reasoning: https://www.engadget.com/ai/deepseek-promises-its-new-ai-model-has-world-class-reasoning-115733512.html

• Reuters — Meta to start capturing employee mouse movements, keystrokes for AI training data: https://www.reuters.com/sustainability/boards-policy-regulation/meta-start-capturing-employee-mouse-movements-keystrokes-ai-training-data-2026-04-21/

**Post-processing articles**

• "Coding Models Are Doing Too Much" — Levenshtein-distance over-editing study (nrehiew): https://nrehiew.github.io/blog/minimal_editing/

• Luis Garicano (Silicon Continent) — Why Desk Jobs Survive ("The task is not the job"): https://www.siliconcontinent.com/p/why-desk-jobs-survive-and-amodei

• 2026 AI Index Report — Stanford Institute for Human-Centered AI: https://hai.stanford.edu/ai-index/2026-ai-index-report

**Deep dive**

• Nathan Lubchenco — Interviewing Software Engineers in the Age of AI: https://nathanlubchenco.substack.com/p/interviewing-software-engineers-in

• Nathan Lubchenco — *The future was yesterday* Substack home: https://nathanlubchenco.substack.com/

**Dan's rant**

• Ars Technica — Anthropic tested removing Claude Code from the Pro plan: https://arstechnica.com/ai/2026/04/anthropic-tested-removing-claude-code-from-the-pro-plan/

**Rahul's rampage**

• Sebastian Mallaby — *The Infinity Machine* (book on Demis Hassabis and DeepMind)

• Philipp Dubach — Do Not Disturb My Circles (Archimedes essay): https://philippdubach.com/posts/do-not-disturb-my-circles/

**Bubble watch**

• TechCrunch — Two college kids raise $5.1M pre-seed to build an AI social network in iMessage: https://techcrunch.com/2026/04/24/two-college-kids-raise-a-5-1-million-pre-seed-to-build-an-ai-social-network-in-imessage/

• Toby Ord — Hourly Costs for AI Agents: https://www.tobyord.com/writing/hourly-costs-for-ai-agents

• CNBC — OpenAI reportedly missed revenue targets, shares of Oracle and chip stocks falling: https://www.cnbc.com/2026/04/28/openai-reportedly-missed-revenue-targets-shares-of-oracle-and-these-chip-stocks-are-falling.html

About ADI Pod

ADI Pod (Artificial Developer Intelligence) is a weekly podcast about AI and software development for working developers. Co-hosts Shimin Zhang, Dan Lasky, and Rahul Yadav go through hundreds of links and dozens of newsletters every week so you don't have to.

This week's special guest: **Nathan Lubchenco** — ML engineer and author of *The future was yesterday* on Substack, where he writes about AI and software engineering.

• Website: https://www.adipod.ai

• Email: humans@adipod.ai

Is Claude Opus 4.7 Mythos Distilled, Running Qwen 3.6 Locally, and the AI-On-AI Arena

Shimin Zhang, Dan Lasky, & Rahul Yadav — Fri, 24 Apr 2026 05:00:00 -0700

Is Claude Opus 4.7 really burning tokens? Is open source dead after mythos? Co-hosts Shimin Zhang and Dan Lasky — with recurring guest Rahul Yadav — ran the experiments this week on ADI Pod #22 (April 21, 2026).

This episode covers Anthropic's Claude Opus 4.7 release (the "mythos slice"), Alibaba's open-source Qwen 3.6 35B A3B, cal.com going closed source for security reasons, and a HIPAA-violating vibe-coded patient portal that is, in Dan's words, the bullshit future already here.

In this episode

▸ **Claude Opus 4.7 review** — the new mythos-derived tokenizer (3× bloat on plain English), stricter instruction-following, and why Shimin's SVG experiments suggest the token-burn panic is overblown: 35¢ on Opus 4.7 vs $2 on Opus 4.6 for the same task, with ~40× fewer reasoning tokens.
▸ **Qwen 3.6 35B A3B** — Alibaba's open-source mixture-of-experts model (3B active params at any time) running locally on Shimin's laptop at 90–95 tokens/sec via llama.cpp + Unsloth. The first model to break Simon Willison's pelican-on-a-bicycle benchmark against a larger frontier model.
▸ **cal.com goes closed source** — why the AI Security Institute's $12,000-per-attempt mythos pentesting data ($125,000 for 10 runs) is changing the open-source calculus, and Drew Breunig's three-phase dev/review/hardening cycle prediction.
▸ **Jesse Vincent's "Rules and Gates"** — a coding-agent prompting technique that reformulates optional preferences into directed preconditions, and whether agents can "weasel out" by rewriting the gate itself.
▸ **AI vibe coding horror story** — a German doctor who inlined a full patient portal into a single HTML page with database credentials client-side. HIPAA, meet DSGVO.
▸ **Kyle Kingsbury's "The Future of Everything is Lies"** — the Jepsen author's 8-step action list on AI's second- and third-order societal effects.
▸ **The AI-on-AI Arena** — Shimin's weekend project grading 11 frontier models against each other. The "delusion index" reads almost exactly like Dunning-Kruger in humans: GPT-5.4 scored -1.6 (humble), Gemini 3.1 Pro Preview rated itself well while peers ranked it last.
▸ **Two Minutes to Midnight** — Paul Graham's log-scale chart comparing AI capex (~1% of US GDP) to the US railroad peak (~10%). We dialed the AI bubble clock back 45 seconds to 3 min 30 sec.

Key takeaways

— Opus 4.7's token-burn reputation may be overblown. Stricter instruction-following can reduce total reasoning tokens by up to 40× vs Opus 4.6 on the same task.
— Security-driven closed-sourcing may spread as mythos-class agents make open repos easier to exploit. Hardening could make software capital-intensive again.
— Cognitive debt is real: Dan's wake-up call was a production bug a pre-LLM colleague solved in 5 minutes. His first instinct was to double down on the tool.
— Shimin's defense against skill atrophy: read 100% of LLM-generated PR lines (except tests).
— Weaker models rate themselves higher than stronger ones. Calibration appears to improve with capability.

Chapters

(00:00) - Introduction to AI and Software Development
(02:25) - Alibaba's Quinn 3.6 Model Overview
(08:06) - Anthropic's Claude Opus 4.7 Release
(18:08) - Cal.com Goes Closed Source: Implications for Security
(20:40) - The Future of Vibe Coding
(23:41) - Techniques for Effective AI Utilization
(27:13) - Post-Processing and AI in Real-World Applications
(33:07) - The Cultural Impact of AI and Technology
(41:30) - Navigating Code Review Challenges
(42:57) - Exploring AI's Societal Impact
(45:16) - Evaluating AI Models: Performance and Insights
(49:09) - The Future of Data Centers and AI
(50:54) - Investment Trends and Economic Perspectives
(57:58) - Reflections on Historical Investment Cycles
(59:35) - Optimism Amidst Uncertainty

Resources mentioned
Claude Opus 4.7 & Qwen 3.6
• Introducing Claude Opus 4.7 (Anthropic): https://www.anthropic.com/news/claude-opus-4-7
• Claude Opus 4.7 System Card: https://cdn.sanity.io/files/4zrzovbb/website/037f06850df7fbe871e206dad004c3db5fd50340.pdf
• Qwen3.6-35B-A3B: Agentic Coding Power, Now Open to All: https://qwen.ai/blog?id=qwen3.6-35b-a3b
• Simon Willison — Qwen3.6-35B-A3B on my laptop drew me a better pelican than Claude Opus 4.7: https://simonwillison.net/2026/Apr/16/qwen-beats-opus/
• Shimin — Opus 4.7 isn't dumb, it's just lazy: https://shimin.io/journal/opus-4-7-just-lazy/

Security & open source
• Cal.com is going closed source. Here's why: https://cal.com/blog/cal-com-goes-closed-source-why
• Drew Breunig — Cybersecurity Looks Like Proof of Work Now: https://www.dbreunig.com/2026/04/14/cybersecurity-is-proof-of-work-now.html

Technique & commentary
• Jesse Vincent — Rules and Gates: https://blog.fsck.com/2026/04/07/rules-and-gates/
• An AI Vibe Coding Horror Story: https://www.tobru.ch/an-ai-vibe-coding-horror-story/
• Kyle Kingsbury (Aphyr) — The Future of Everything is Lies, I Guess: https://aphyr.com/posts/411-the-future-of-everything-is-lies-i-guess

Shimin's project
• AI-on-AI Arena: https://shimin.io/ai-on-ai-arena

Bubble watch
• Ars Technica — Satellite and drone images reveal big delays in US data center construction: https://arstechnica.com/ai/2026/04/construction-delays-hit-40-of-us-data-centers-planned-for-2026/
• Epoch AI — OpenAI Stargate: where the US sites stand: https://epochai.substack.com/p/openai-stargate-where-the-us-sites
• Paul Graham on US investment cycles (log scale): https://x.com/paulg/status/2045120274551423142/photo/1

About ADI Pod

ADI Pod (Artificial Developer Intelligence) is a weekly podcast about AI and software development for working developers. Co-hosts Shimin Zhang and Dan Lasky go through hundreds of links and dozens of newsletters every week so you don't have to. Recurring guest Rahul Yadav joins when he can.

• Website: https://www.adipod.ai
• Email: humans@adipod.ai

New episodes every Friday. Follow the show to get them automatically.

Anthropic Mythos & Project Glasswing, Recursive Improving Agents, and Your Parallel Agent Limit

Shimin Zhang & Dan Lasky — Fri, 17 Apr 2026 05:00:00 -0700

Shimin and Dan cover Minimax's M2.7 model — the first public experimental result in recursive self-improvement (RSI) — and unpack Anthropic's shock announcement of Mythos, a model so capable at finding security vulnerabilities that Anthropic is withholding public release while partnering with Amazon, Apple, Cisco, CrowdStrike, the Fed and major banks under 'Project Glasswing' to patch infrastructure first. They also debate AI's frontend weakness, discuss Addy Osmani's parallel agent limits piece, and move the AI bubble clock back.

Takeaways:

RSI is now experimentally demonstrated (not just theorized); reframes model improvement as capital competition, not PhD hiring.
If AI finds vulns at scale, open source gets *more* secure long-term — but short-term this is a nuclear-test-equivalent event that may rewrite security, money, and trust assumptions.
'Frontend will be first automated' was wrong; backend may be easier because visual taste and pixel-perfect feedback loops aren't in training data
Agent orchestration has a personal ceiling; finding it requires blowing past it. Tight scope + time-boxing + new contexts beats monolithic long sessions.
'Code is cheap' is really about industrialization — the people who industrialize outcompete those who don't; learn the tools or be left behind.
OpenAI's CRO going public on a competitor's accounting is itself a bearish signal about OpenAI's enterprise position.

Resources Mentioned
MiniMax M2.7: The Agentic Model That Helped Build Itself
Anthropic debuts preview of powerful new AI model Mythos in new cybersecurity initiative
Assessing Claude Mythos Preview’s cybersecurity capabilities
Why AI Sucks At Front End
Your parallel Agent limit
Code Is Cheap Now, And That Changes Everything
The AI gold rush is pulling private wealth into riskier, earlier bets
OpenAI CRO Tells Staff Anthropic Inflates Run Rate by $8 Billion

Chapters

(00:00) - Introduction to AI and Software Development
(02:45) - Minimax M 2.7 Model and Recursive Self-Improvement
(05:04) - Anthropic's Mythos Model and Security Vulnerabilities
(08:15) - AI's Limitations in Front-End Development
(18:13) - Cognitive Debt and Managing Multiple AI Agents
(32:01) - Managing Multiple Agents Effectively
(34:42) - The Evolution of Code Value
(38:29) - The Industrialization of Coding
(41:00) - Navigating Cloud Code Challenges
(45:39) - Ranting About Technology Installations
(50:16) - The State of the AI Bubble

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Ep 20: Claude Code Source Leak, Emotion Concepts in LLMs, and Surprising Facts AIs Know About Us.

Shimin Zhang, Dan Lasky, & Rahul Yadav — Fri, 10 Apr 2026 05:00:00 -0700

This week Rahul, Shimin, and Dan returns after a two-week break to cover the leaked Claude Code CLI source code, new model releases (Qwen 3.6 and Gemma 4), Mario Zechner's essay on slowing down with AI-assisted coding, a fun segment on unexpected things AI knows about each host, and two deep dives: Anthropic's research on emotion concepts in LLMs and a paper on how sycophantic AI decreases pro-social intentions.

Takeaways:

Claude Code's dual-track permission system uses both rule-based and ML classifier for destructive bash command
"Cognitive bankruptcy" — when cognitive debt interest payments come due and you can't pay
AI sycophancy parallels social media echo chambers; no market incentive to fix it
On-device models like Gemma 4 could save cloud costs by handling routine tasks (e.g., agent heartbeats)
Copilot's terms of service classify it as "for entertainment purposes only"

Resources Mentioned
Entire Claude Code CLI source code leaks thanks to exposed map file
I Read the Leaked Claude Code Source — Here's What I Found
The Claude Code Source Leak: fake tools, frustration regexes, undercover mode, and more
Claude Code Unpacked
Qwen3.6-Plus: Towards Real World Agents
Gemma 4 Announcement
Thoughts on slowing the fuck down
Emotion concepts and their function in a large language model
Sycophantic AI decreases prosocial intentions and promotes dependence

Chapters

(00:00) - Introduction and Host Updates
(01:45) - Cloud Code Source Code Leak
(12:49) - New Model News and Open Source Developments
(20:51) - Post-Processing and AI Anxiety
(25:35) - Unexpected Insights from AI
(33:12) - Exploring Emotional Concepts in AI
(39:15) - The Dangers of Sycophantic AI
(52:39) - Concluding Thoughts and Future Considerations

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Ep 19: Thinking Fast Slow and Artificial, Meta's Trouble with Rogue Agents, and FOMO in the Age of AI

Shimin Zhang, Dan Lasky, & Rahul Yadav — Fri, 27 Mar 2026 05:00:00 -0700

This week, Rahul, Shimin, and Dan covers Claude Code's new channels and scheduling features, a Meta security incident caused by AI-generated advice, Anthropic's survey of 81,000 people on AI expectations, Dan's vibe-coded vector memory CLI project, a deep dive on the paper "Thinking, Fast, Slow and Artificial" about cognitive surrender to AI, a rant about AI tokens as employee compensation, and bubble watch updates including NVIDIA's trillion-dollar demand projections and OpenAI shutting down Sora.

Takeaways:

Claude Code is rapidly absorbing community-developed workflows — the moat may only be in the general model capabilities, not tooling
The Meta incident illustrates the emerging pattern of AI-caused production incidents and the need for process guardrails around agent usage
Cognitive surrender to AI creates a widening gap: those with high need-for-cognition benefit more while those who dislike effortful thinking defer even more
AI confidence inflation (12 percentage point boost) may stem from treating AI like authoritative reference material (encyclopedias, Wikipedia)
Historical technology resistance (Socrates on writing, farmers on tractors) suggests the battle against AI adoption may already be lost
OpenAI shutting Sora just 4 months after a 3-year Disney partnership signals deeper financial or strategic issues

Resources Mentioned
Push events into a running session with channels
Perhaps not Boring Technology after all
Meta is having trouble with rogue AI agents
What 81,000 people want from AI
Dan's vec-memory-cli
Thinking—Fast, Slow, and Artificial
Are AI tokens the new signing bonus or just a cost of doing business?
Jensen Huang just put Nvidia’s Blackwell and Vera Rubin sales projections into the $1 trillion stratosphere
Accelerated FOMO in the Age of AI
OpenAI shutters AI video generator Sora in abrupt announcement

Chapters
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Ep 18: 8 Levels of AI Engineering, Meta AI Delays, and LLM Neuroanatomy

Shimin Zhang, Dan Lasky, & Rahul Yadav — Fri, 20 Mar 2026 05:00:00 -0700

This week, Dan, Shimin & Rahul covers Meta's struggles with its delayed "Avocado" AI model and potential Gemini licensing, NVIDIA's enterprise-ready NemoClaw fork of OpenClaw, SWE-bench analysis showing PRs wouldn't pass human review, prompting superstitions and developer identity, the 8 levels of agentic engineering, mainstream media framing of AI coding, legal liability for agent-written code, and a deep dive into LLM neuroanatomy where a researcher topped leaderboards by repeating model layers without changing weights.

Takeaways:

Meta may end up licensing Gemini despite massive AI investment — mirroring Apple's path
SWE-bench failures were mostly code quality, not functionality — suggesting good enough may be good enough with proper agents.md
A coworker analyzed 4.5 years of PRs to create a personalized coding style document for AI priming
The fastest software paradigm adoption cycle ever may be the claw/agent paradigm
Legal frameworks and insurance haven't caught up to agent-written code shipping to production
Repeating later model layers (the "thinking" layers) can boost performance without fine-tuning — raising questions about whether chain-of-thought reasoning is essentially exercising these layers repeatedly
Developers compared to ancient Egyptian scribes — language literacy as leverage

Resources Mentioned
Meta Delays Rollout of New A.I. Model After Performance Concerns
NVIDIA NemoClaw
Research note: Many SWE-bench-Passing PRs Would Not Be Merged into Main
The Collective Superstitions of People Who Talk to Machines
The 8 Levels of Agentic Engineering
Coding After Coders: The End of Computer Programming as We Know It
Built by Agents, Tested by Agents, Trusted by Whom?
LLM Neuroanatomy: How I Topped the LLM Leaderboard Without Changing a Single Weight

Chapters

(00:00) - Introduction to AI in Software Development
(02:42) - Meta's AI Model Delays and Market Position
(09:51) - NVIDIA's New AI Developments
(13:58) - Benchmarking AI Models and Code Quality
(19:00) - Techniques Corner: AI Prompting and Creativity
(22:56) - The Evolution of Coding and Creativity
(28:46) - Levels of Agentic Engineering
(34:58) - Mainstream Perspectives on AI and Software Development
(43:00) - Trusting AI-Generated Code
(44:40) - Metrics for Success in Autonomous Teams
(46:59) - Legal and Ethical Implications of Autonomous Code
(50:21) - Innovations in Language Model Architectures
(01:01:02) - User Experience Challenges in Tech Development
(01:03:47) - Market Predictions and Financial Insights

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Ep 17: Slop Garbage Collection, Cleanroom Rewrites, and Will Claude Ruin our Teams?

Shimin Zhang, Dan Lasky, & Rahul Yadav — Fri, 13 Mar 2026 05:00:00 -0700

In this episode, Dan and Shimin follow-up on the Anthropic Pentagon drama (supply chain risk designation, lawsuit, and big tech backing Anthropic), open-source licensing controversy around AI-generated clean room rewrites, team dynamics in the age of AI coding tools, OpenAI's harness engineering blog post, two vibe-and-tell segments (Dan building custom Arch Linux images for a TuringPie cluster board, Shimin building FlatterProof — an AI sycophancy training app), and a bubble clock update driven by Oracle job cuts and AWS AI-related downtime.

Takeaways

AI as a force multiplier for team culture: good teams move faster, bad teams explode faster
Prompt debt is now a real concern alongside technical debt — agents.md files rot just like code
Code garbage collection (periodic AI-driven cleanup) is emerging as a best practice
Cross-functional pair programming with AI (PM + engineer) represents a bright future for team collaboration
Senior engineers now required to sign off on AI-assisted changes at Amazon, but review fatigue is unsustainable
AI-generated SVG icons are surprisingly good and practical for real projects
Oracle may be the canary in the coal mine for the AI bubble, not the frontier labs themselves

Resources Mentioned
Pentagon Refuses to Say If AI Was Used to Select Elementary School as Bombing Target
Anthropic sues to block Pentagon blacklisting over AI use restrictions
Alibaba’s Qwen tech lead steps down after major AI push
Did Alibaba just kneecap its powerful Qwen AI team? Key figures depart in wake of latest open source release
Can coding agents relicense open source through a “clean room” implementation of code?
GNU and the AI reimplementations
Will Claude Code ruin our team?
Harness engineering: leveraging Codex in an agent-first world
Oracle plans thousands of job cuts as data center costs rise, Bloomberg News reports
After outages, Amazon to make senior engineers sign off on AI-assisted changes

Chapters

(00:00) - Introduction
(02:50) - Anthropic and Pentagon Drama
(05:01) - Alibaba's Qwen Development Team Changes
(07:34) - Open Source Drama with CharDat Library
(24:08) - The Impact of AI on Team Dynamics
(29:15) - Harness Engineering and Codecs in AI Development
(31:39) - Empowering Agents with Tools
(34:06) - The Importance of Documentation
(36:26) - Architectural Boundaries and Testing
(38:29) - Innovative Projects and Personal Experiments
(46:56) - Flatterproof: Combating AI Synchrofancy
(54:27) - The AI Bubble Clock: Current State of Affairs
(01:02:29) - ADI Intro.mp4

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Pentagon Anthropic Drama, Verified Spec-Driven Development, and Interview with Martin Alderson!

Shimin Zhang, Dan Lasky, Rahul Yadav & Martin Alderson — Fri, 06 Mar 2026 05:00:00 -0800

In this episode, Dan, Shimin and Rahul cover the Pentagon drama between Anthropic/OpenAI and the Department of Defense over AI usage red lines, introduces Sterling 8B — the first inherently interpretable language model — and explores verified spec-driven development (VSDD). The episode features the show's first interview, with Martin Alderson discussing which web frameworks are most token-efficient for AI agents

Takeaways

Pentagon AI drama: Anthropic's contract red lines (no mass domestic surveillance, no autonomous weapons), the Department of Defense threatening to label Anthropic a supply chain risk, OpenAI swooping in with a competing contract under vague 'lawful use' terms, and Sam Altman's statements
Sterling 8B by Guide Labs: first inherently interpretable LLM with concept attribution, input context tracing, and training data attribution; uses a concept head with orthogonal loss functions to create non-overlapping interpretable concepts
Verified Spec-Driven Development (VSDD): a methodology by DollSpace combining spec-driven development, TDD, and adversarial verification gates at each phase; Shimin tested it on a side project using Claude Code
Interview with Martin Alderson: web framework token efficiency experiment (19 frameworks, minimal frameworks like Flask/Express most efficient), new framework discovery in the AI age, using Open Code for CI/CD PR reviews, keeping Claude.md files updated via scheduled tasks, and building internal CLIs for agent access
Two Minutes to Midnight: Citadel Securities report on AI adoption S-curves vs recursive improvement, Substack post that shook the S&P 500 about white collar job crisis, Block laying off 45% of workforce citing AI productivity gains

Resources Mentioned
Anthropic and the Department of War
Sam Altman's Tweet
Our agreement with the Department of War
"All Lawful Use": Much More Than You Wanted To Know
Steerling-8B: The First Inherently Interpretable Language Model
Verified Spec-Driven Development (VSDD)
Which web frameworks are most token-efficient for AI agents?
The 2026 Global Intelligence Crisis
‘A feedback loop with no brake’: how an AI doomsday report shook US markets
Block shares soar as much as 24% as company slashes workforce by nearly half
Eli Dourado's Tweet

Chapters

(00:00) - Introduction to ADI
(02:55) - Pentagon Drama and AI Models
(21:36) - OpenAI vs Anthropic: The Contract Controversy
(28:19) - Innovations in AI: Interpretable Language Models
(28:42) - Scaling Language Models and Their Implications
(29:09) - Introduction to Verified Spec Driven Development
(33:47) - Interview with Martin Alderson
(55:21) - AI Bubble Watch: Current Trends and Predictions
(58:47) - The Impact of AI on Job Markets
(01:04:00) - Reflections on AI's Role in the Economy

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Checkout our website www.adipod.ai

Convincing AI the Earth is Flat, Inference at 17k tokens/sec, and an Agile Manifesto for the Agentic Age?

Shimin Zhang & Rahul Yadav — Fri, 27 Feb 2026 05:00:00 -0800

This episode covers Sonnet 4.6 and Gemini 3.1 Pro model releases, Taalas Labs FPGA-based 17K tokens/sec hardware, the Meta-AMD chip partnership, Steven Sinofsky's argument against "software is dead," a deep dive into the ThoughtWorks Future of Software Engineering retreat findings (from Agile Manifesto signers), Chris Roth's elite AI engineering culture article, a Vibe & Tell segment testing agent sycophancy across three models, and AI bubble economics.

Takeaways

Sonnet 4.6: Opus-level reasoning at Sonnet pricing; 72.5 on OS World (vs 61.4 for Sonnet 4.5); outperforms Opus 4.6 on agentic financial analysis; trained for computer use
Taalas Labs FPGA hardware: 17K tokens/sec for Llama 3.1 8B; Chat Jimmy demo; custom hardware as future of inference
Steven Sinofsky "Death of Software: Nah": Historical parallels (PC didnt kill mainframes, e-commerce didnt kill retail in 20 years, media death premature); predictions: more software, AI moves up stack, domain expertise more important; Jevons paradox applied to software
ThoughtWorks Future of Software Engineering retreat: Agile Manifesto 25th anniversary; where rigor goes (spec-driven development, red-green tests); risk tiering for code review; loss of mentoring through code review; DevEx vs agent experience decoupling; security as afterthought; the "middle loop" (overseeing agents); cognitive debt; agent topology mirroring org structure; knowledge graphs rediscovered; future roles converging; revenge of juniors (IBM hiring); self-healing systems (2-5 year horizon)
Vibe & Tell — Agent sycophancy testing: Flat earth test (all three models resisted); workplace bias scenario (Jim/Jane); GPT 5.1 Instant best (refused all manipulation); Claude Haiku second (too empathetic, admitted to nudging); Gemini 3 worst (agreed with bias claim); AI as therapist risks; radical candor vs ruinous empathy

Resources Mentioned
Introducing Claude Sonnet 4.6
The path to ubiquitous AI
OpenAI sidesteps Nvidia with unusually fast coding model on plate-sized chips
Death of Software. Nah.
The future of software engineering
Building An Elite AI Engineering Culture In 2026
The Number Is Going Up
An AI coding bot took down Amazon Web Services

Chapters

(00:00) - Introduction to AI in Software Engineering
(01:13) - Latest AI Models and Hardware Innovations
(04:10) - The Future of AI Hardware
(10:01) - The Death of Software Debate
(19:35) - The Agile Manifesto and Its Evolution
(33:39) - The Impact of AI on Development Teams
(34:52) - The Future of Junior Developers
(37:11) - Self-Healing Systems and AI Assistance
(39:33) - Building an Elite AI Engineering Culture
(45:27) - AI Experiment and AI Sycophancy
(55:33) - The AI Bubble Clock and Economic Implications

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Checkout our website www.adipod.ai

Crabby Rathbun, Model Councils & Why You Want More Tech Debt

Shimin Zhang, Dan Lasky, Rahul Yadav — Fri, 20 Feb 2026 04:00:00 -0800

This episode covers the Krabby Rathbun AI bot drama (automated PRs, fabricated hit piece, Ars Technica retraction), safety team shakeups at OpenAI and Anthropic, Gemini model distillation/cloning attempts, Perplexity model councils, and a heavily economics-flavored discussion on AI job displacement, tech debt as strategy, cognitive debt, and workflow automation convexity.

Takeaways

Ars Technica AI-generating an article about an AI bot drama — and getting caught fabricating quotes — is peak 2026 irony
Distillation/cloning is an unsolvable problem for frontier labs — they cant restrict usage without banning legitimate users
Model councils (running multiple models + synthesis) becoming practical; strongest model as judge, not necessarily the one generating answers
Cognitive debt may be more dangerous than tech debt — teams hit a wall when no one understands the codebase, usually around week 7-8 of heavy AI-assisted development
Workflow automation follows convexity: long period of minimal AI impact on jobs, then sudden full automation when AI can handle entire connected workflows, not just individual tasks

Resources Mentioned
An AI Agent Published a Hit Piece on Me
AI Bot crabby-rathbun is still going
Exclusive: OpenAI disbanded its mission alignment team
Mrinank Sharmas Departure Letter
Attackers prompted Gemini over 100,000 times while trying to clone it, Google says
Introducing Model Council
llm-council
Why I’m not worried about AI job loss
You’re Not Taking On Enough Tech Debt
How Generative and Agentic AI Shift Concern from Technical Debt to Cognitive Debt
Workflows and Automation
Premium: The AI Data Center Financial Crisis
The SaaSpocalypse Paradox

Chapters

(00:00) - Introduction and Lunar New Year Celebrations
(02:44) - AI Bot Controversy: Krabby Rathburn
(05:04) - AI Alignment and Departures in Major Labs
(07:39) - Google's Gemini and AI Cloning Concerns
(10:08) - Tool Shed: Exploring Model Consoles
(12:28) - Distillation and AI Model Development
(21:11) - Model Pledge Drive and Console Approaches
(23:07) - Post-Processing and AI's Impact on Work
(23:57) - AI's Role in Job Security and Economic Productivity
(30:30) - Reverse Centaurs and Naming Conventions
(32:09) - Tech Debt and Cognitive Debt
(36:24) - Cognitive Debt in AI-Assisted Programming
(48:16) - Cultural Shifts in Responsibility
(49:13) - Exploring Workflow and Automation
(52:07) - The Impact of AI on Job Structures
(54:23) - Tolerance for AI Mistakes
(56:59) - Documenting Knowledge for AI
(57:24) - Bifurcation of Tasks and Automation
(59:34) - The Future of Meetings in an AI World
(01:00:21) - State of the AI Bubble
(01:03:41) - Market Dynamics and Investment Strategies

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Checkout our website www.adipod.ai

Episode 13: Pi Coding Agent, Dark Factories & the Furniture Makers of Carolina

Shimin Zhang, Dan Lasky & Rahul Yadav — Fri, 13 Feb 2026 04:00:00 -0800

This episode covers the simultaneous release of Claude Opus 4.6 and GPT Codex 5.3, a deep dive into the Pi coding agent framework and why Shimin prefers it over Claude Code, AI security industry criticism, software dark factories, an emotional segment mourning the craft of programming, Claude Code's new /insights command, and AI bubble economics including Anthropic's $20B raise, Google's 100-year bond, and Oracle's $50B debt plans.

Takeaways

The biggest compliment for Codex 5.3 is that it feels like Claude Code now
Opus 4.6 auto-drops into plan mode and offers to clear context after planning — writes plan.md it can follow across interruptions
Pi agent's skill-based approach may represent the bitter lesson of AI tooling — less scaffolding, more model intelligence
The "everyone is a manager now" framing for agentic coding resonates — reduced dopamine from not doing work with your own hands
Context switching burnout from running multiple agent instances is an emerging problem
AI may freeze software innovation at whatever paradigm the training data captures (jQuery → React, but what comes after?)

Resources Mentioned
Introducing Claude Opus 4.6
Introducing GPT-5.3-Codex
Opus 4.6, Codex 5.3, and the post-benchmark era
Pi coding agent
The AI Security Industry is Bullshit
Software Factories And The Agentic Moment
We mourn our craft
Anthropic closes in on $20B round
Oracle says it plans to raise up to $50 billion in debt and equity this year
The New Announcement Economy

Chapters

(00:00) - Introduction to AI in Software Development
(03:02) - Latest AI Model Releases and Comparisons
(06:03) - Exploring AI Coding Agents
(08:55) - The Rise of Py Coding Agent
(12:08) - AI's Impact on Job Security
(15:01) - AI Security Concerns and Industry Insights
(33:08) - The Rise of AI Security Concerns
(36:30) - De-risking AI: Strategies and Challenges
(38:29) - The Emergence of Software Factories
(41:19) - Cloning Software: The Digital Twin Universe
(44:39) - In-house Development vs. SaaS Solutions
(46:57) - The Future of Compliance and Audit Industries
(51:52) - The Impact of AI on Software Development
(56:37) - Navigating the Emotional Landscape of AI Development
(01:07:55) - Mourning the Craft: A Country Song Reflection
(01:09:51) - Building Beyond Loss: Tennyson's Ulysses
(01:12:47) - Cloud Code Insights: Enhancing Development Workflows
(01:19:09) - The AI Bubble: Current Trends and Predictions
(01:24:00) - The Announcement Economy: News in the Age of AI
(01:30:04) - The Future of AI: Investment and Market Dynamics

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Episode 12: The OpenClaw Saga, How AI Affects Programming Skills, and How Vibe Coding is Addictive like Gambling

Shimin Zhang, Dan Lasky, & Rahul Yadav — Fri, 06 Feb 2026 04:00:00 -0800

In this episode, Dan and Shimin discuss the evolving landscape of AI programming, focusing on Anthropic's AI Constitution, OpenAI's new product Prism, and the implications of AI tools on coding skills. They explore the financial viability of AI companies, the concept of vibe coding, and the potential risks of an AI bubble. The conversation highlights the importance of understanding AI's impact on jobs and the ethical considerations surrounding AI development.

Takeaways

Anthropic's AI Constitution raises questions about AI agency.
AI tools can enhance or hinder coding skill development.
The financial viability of AI companies is under scrutiny.
Vibe coding can lead to a false sense of accomplishment.

Resources Mentioned
Does Anthropic believe its AI is conscious, or is that just what it wants Claude to think?
Exclusive: Pentagon clashes with Anthropic over military AI use, sources say
OpenAI launches Prism, a new AI workspace for scientists
Open Coding Agents: Fast, accessible coding agents that adapt to any repo
Trinity Large
ClawHub
ClawdBot Skills Just Ganked Your Crypto
MoltBook
Superpowers: How I'm using coding agents in October 2025
My Five Stages of AI Grief
How AI assistance impacts the formation of coding skills
Breaking the Spell of Vibe Coding
Nvidia shares are down after a report that its OpenAI investment stalled. Here's what's happening
Inside OpenAI's unit economics

Chapters
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Episode 11: AI Fluency Pyramid, Unrolling the Codex Agent Loop, and Claude Code's Secret Swarm Mode

Shimin Zhang, Dan Lasky & Rahul Yadav — Fri, 30 Jan 2026 04:00:00 -0800

In this episode of Artificial Developer Intelligence, Shimin, Dan and Rahul discuss the evolving landscape of AI in programming and business. They explore Brex's AI strategy, the AI fluency pyramid, the state of open models, and innovations in AI tools like Cloud Code.

Takeaways

The AI fluency pyramid helps assess AI integration levels.
Open models are still dominated by Chinese companies.
Claude Code is evolving with new swarm feature.
The Claude Constitution aims to define ethical AI behavior.
Economic disruption is a significant risk associated with AI.

Resources Mentioned
Brex’s AI Hail Mary — With CTO James Reggio
Who’s behind AMI Labs, Yann LeCun’s ‘world model’ startup
8 plots that explain the state of open models
GNOME's AI Assistant Newelle Adds Llama.cpp Support, Command Execution Tool
https://www.getagentcraft.com/
Claude Code Swarms
Unrolling the Codex agent loop
The Adolescence of Technology
Claude’s Constitution
What if AI is both really good and not that disruptive?
A new test for AI labs: Are you even trying to make money?
Are AI agents ready for the workplace? A new benchmark raises doubts
Microsoft CEO warns that we must 'do something useful' with AI or they'll lose 'social permission' to burn electricity on it

Chapters

(00:00) - Introduction to Artifical Developer Intelligence
(02:44) - Brex's AI Transformation Journey
(05:16) - AI Fluency Pyramid and Corporate Culture
(07:56) - World Models and AI Poetry
(10:30) - State of Open Models
(12:38) - Emerging Tools and Technologies
(15:04) - Claude Code and New Features
(17:42) - AI in Gaming and Real-World Applications
(23:02) - Open Source Collaboration in AI Development
(24:53) - The Future of AI: Swarm Intelligence and Cloud Code
(26:09) - Understanding the Codex Agent Loop
(30:59) - Prompt Engineering and Model Limitations
(33:33) - Ethical Considerations in AI Development
(37:47) - The Risks of AI: Economic Disruption and Autocracy
(40:46) - Finding Purpose in an AI-Driven World
(44:32) - The Claude Constitution: Values and Guidelines
(46:15) - The Role of AI in Society and Governance
(50:21) - Building a Blog with AI Tools
(55:51) - The AI Investment Bubble and Its Implications
(01:04:05) - Davos Insights on AI and Sustainability
(01:08:51) - ADI Intro.mp4

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Episode 10: There's a New Sherif in the Gas Town of AI Software Development

Shimin Zhang, Dan Lasky & Rahul Yadav — Fri, 23 Jan 2026 04:00:00 -0800

The podcast "Artificial Developer Intelligence" features hosts Shimin Zhang and co-host Dan Lasky discuss the evolving landscape of AI in programming, recent news, innovative tools, and the implications of AI on various sectors. They explore the partnership between Apple and Google, the concept of 'doom coding', and how humans make LLM like mistakes. The conversation also delves into the efficiency of programming languages, a deep dive into dynamic large concept models, and the societal perceptions of AI, culminating in a discussion about the potential AI bubble.

Takeaways

The introduction of ads in ChatGPT raises privacy concerns.
Automation vs. augmentation is a key theme in AI's impact on jobs.
AI tools like Gastown are changing the landscape of software development. AI has a decent baseline level of cognition already.
Measuring developer productivity is a complex challenge.
AI tools may not always lead to financial gains.

Resources Mentioned
OpenAI to begin testing ads on ChatGPT in the U.S.
Anthropic Economic Index report: economic primitives
GLM-4.7-Flash
Welcome to Gas Town
Gas Town Decoded
The AI revolution is here. Will the economy survive the transition?
Claude Code creator Boris shares his setup with 13 detailed steps,full details below
The Unreasonable Effectiveness of RNNs App
two AI researchers are now funded by Solana
Majority of CEOs report zero payoff from AI splurge
AI companies will fail. We can salvage something from the wreckage

Chapters

(00:00) - Introduction to the Podcast and Hosts
(02:32) - Mad Max and AI: A Fun Introduction
(03:21) - OpenAI's New Advertising Strategy
(08:10) - Anthropic Economic Index Report Insights
(15:19) - The Future of Work in an AI-Driven World
(21:42) - Introducing Gas Town: A New Tool for AI Development
(29:17) - The Quirky World of Software Naming Conventions
(30:19) - Multi-Agent Systems: Pros and Cons
(31:57) - The Philosophy of Gas Town: Embracing Chaos
(33:39) - Tech Insights: Cloud Code and Agent Management
(40:21) - The AI Revolution: Economic Implications and Productivity
(51:07) - Technical Difficulties and Communication Challenges
(51:31) - Exploring Gas Town and Workflow Innovations
(56:38) - The Role of AI in Education
(01:02:00) - The AI Bubble: Current State and Future Outlook

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Episode 9: Chinese Models 7 Months Behind US Labs, Token Efficient Languages, and LLM Problems Observed in Humans

Shimin Zhang, Dan Lasky, & Rahul Yadav — Fri, 16 Jan 2026 04:00:00 -0800

Takeaways

Apple's partnership with Google marks a significant shift in AI development.
Doom coding encourages productive use of time instead of doom scrolling.
Public perception of AI is heavily influenced by marketing hype.
Programming languages vary in token efficiency, affecting AI interactions.
Dynamic large concept models offer a new approach to language processing.

Resources Mentioned
Google’s Gemini to power Apple’s AI features like Siri
Chinese AI models have lagged the US frontier by 7 months on average since 2023
doom-coding
TimeCapsuleLLM
Emergent Behavior: When Skills Combine
LLM problems observed in humans
Which programming languages are most token-efficient?
Dynamic Large Concept Models: Latent Reasoning in an Adaptive Semantic Space
‘We’ve Done Our Country a Great Disservice’ by Offshoring: Nvidia’s Jensen Huang Says ‘We Have to Create Prosperity’ for All, Not Just PhDs
Computer scientist Yann LeCun: “Intelligence really is about learning”
Are we in an AI bubble? What 40 tech leaders and analysts are saying, in one chart

Chapters
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Episode 8: AI Acquisitions, Everyone's a Staff Engineer Now, and Building a Technical Writing Agent

Shimin Zhang & Rahul Yadav — Fri, 09 Jan 2026 04:00:00 -0800

The podcast "Artificial Developer Intelligence" features hosts Shimin Zhang and guest co-host Rahul Yadav discussing the evolving landscape of AI in software engineering. They cover recent AI-related acquisitions, such as Nvidia's purchase of Groq and Meta's acquisition of Manus, and explore the implications of these moves. The conversation also delves into the challenges and opportunities presented by AI in the tech industry, including the role of AI in automation and the potential for AI to reshape job roles. The episode concludes with a discussion on the AI bubble and its impact on the economy, highlighting the balance between technological advancement and financial stability.

Takeaways

Nvidia's acquisition of Groq highlights strategic tech investments.
Meta's purchase of Manus aims to bolster AI capabilities.
Even world class AI scientists can feel beyond on the rapidly developing AI field.
Not all bubbles are negative, technological bubble can bring real efficiencies at the cost of investor capital.

Resources Mentioned
Ho Ho Ho, Groq+NVIDIA Is A Gift
Meta Platforms buys Manus to bolster its agentic AI skillset
Karpathy's Tweet
Everyone is a Staff Engineer Now
ZhangDong's 2025 Letter
AI faces closing time at the cash buffet
As A.I. Companies Borrow Billions, Debt Investors Grow Wary

Chapters

(00:00) - Introduction to AI in Software Engineering
(02:51) - Acquisitions in AI: Nvidia and Grok
(05:11) - Meta's Acquisition of Manus
(09:54) - Andrej Karpathy's Reflections on Programming
(19:51) - Tool Shed: Gemini in Chrome
(24:55) - Posts of the Week: Staff Engineers and Future Predictions
(35:48) - Reflections on AI Progress and Future Predictions
(42:25) - Innovations in Technical Writing with AI
(51:13) - The Role of AI in Internal Documentation
(59:44) - Navigating the AI Bubble: Current Trends and Insights
(01:12:51) - ADI Intro.mp4

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Episode 7: Project Vend Update, Hallucinating Neurons, and Year End Reflections

Shimin Zhang, Dan Lasky, & Rahul Yadav — Sat, 27 Dec 2025 13:24:23 -0800

In this episode, Shimin and Dan explore the latest advancements in AI coding, including NVIDIA's new models, the implications of AI-generated code, and the outcome of Anthropic's project Vend, AI management of vending machines. They also discuss the significance of multi-agent systems in coding, the concept of vibe coding, and delve into the research on hallucination neurons in large language models. The episode concludes with a year-end review reflecting on the rapid developments in AI technology throughout 2025.

Takeaways

AI-generated code has been found to create more problems than human code.
AI in vending machines has led to humorous and unexpected outcomes.
Multi-agent systems can enhance the coding process by providing diverse solutions.
H-neurons in LLMs are linked to hallucination and overcompliance.
Year-end reflections highlight the rapid adoption of AI in the industry.
The future of AI coding looks promising with ongoing innovations.

Resources Mentioned
NVIDIA Nemotron 3 Family of Models
GLM-4.7: Advancing the Coding Capability
Our new report: AI code creates 1.7x more problems
Project Vend: Phase two
Claude Code Changelog
One Agent Isn't Enough
Vibe Coding
H-Neurons: On the Existence, Impact, and Origin of Hallucination-Associated Neurons in LLMs
2025 LLM Year in Review

Chapters

(00:00) - Introduction to AI Coding Landscape
(05:00) - GLM 4.7 and Chinese AI Models
(09:27) - Project Vend: AI Vending Machine Experiment
(13:42) - Using Multiple AI Agents for Coding
(22:51) - Exploring Agent-Based Approaches
(30:28) - Deep Dive into Hallucination Neurons
(36:07) - Dan's Rant: Context Management in AI

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Episode 6: GPT 5.2, Claude Skills, and Hacker Hall of Fame

Shimin Zhang, Dan Lasky, & Rahul Yadav — Fri, 19 Dec 2025 04:00:00 -0800

In this episode of "Artificial Developer Intelligence," hosts Shimin Zhang and Dan explore the latest advancements in AI, including the release of GPT 5.2 and its implications for the industry. They discuss the integration of Cloud Code into Slack, Mistral AI's new coding model, and the innovative MindEval framework for assessing AI's clinical competence. The episode also features a deep dive into AI-generated user interfaces and a lively discussion on the evolving role of hackers in the tech industry.

Takeaways
GPT 5.2 offers incremental improvements and new modes for AI applications

Cloud Code's integration into Slack aims to streamline coding workflows.

Mistral AI's new model targets the coding space with open-weight strategies.

OpenAI's enterprise products show significant adoption, especially in non-coding sectors.

Resources Mentioned
Introducing GPT-5.2
Claude Code is coming to Slack, and that’s a bigger deal than it sounds
Mistral AI surfs vibe-coding tailwinds with new coding models
Introducing MindEval: a new framework to measure LLM clinical competence
AI should only run as fast as we can catch up
Useful patterns for building HTML tools
Ask HN: How can I get better at using AI for programming?
Claude Agent Skills: A First Principles Deep Dive
Generative UI: A rich, custom, visual interactive user experience for any prompt
CoreWeave CEO defends AI circular deals as ‘working together’
OpenAI boasts enterprise win days after internal ‘code red’ on Google threat

Chapters

(00:00) - Introduction to AI in Software Engineering
(02:40) - Latest Developments in AI Models
(09:12) - Innovations in AI Coding Assistants
(12:11) - Benchmarking AI Clinical Competence
(12:59) - Techniques for Effective AI Utilization
(17:48) - Exploring AI Tools for Web Development
(22:01) - Personal Experiences with AI Models
(26:30) - Deep Dive into Claude's Agent Skills
(27:40) - Exploring Skill Invocation in AI Tools
(31:38) - Generative UI: The Future of Interactive Experiences
(36:36) - Ranting About Context Management in AI
(44:21) - The Hacker Ethos in Software Development
(50:37) - Two Minutes to Midnight: AI Bubble Watch
(51:40) - ADI Outro

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Episode 5: How Anthropic Engineers use AI, Spec Driven Development, and LLM Psychological Profiles

Shimin Zhang, Dan Lasky, & Rahul Yadav — Fri, 12 Dec 2025 04:00:00 -0800

In this episode, Shimin and Dan explore the evolving landscape of AI in software engineering, discussing the implications of the Cloud Opus 4.5 sole document, the ethical considerations of AI models, and the impact of AI on developer productivity. They delve into spec-driven development, the latest advancements in AI models like DeepSeek v3.2, and the intersection of AI and mental health. The conversation also touches on the potential AI bubble and the challenges faced by developers in integrating AI tools effectively.

Takeaways
The Cloud Opus 4.5 sole document reveals insights into AI model training.
Spec-driven development is a promising approach for AI-assisted coding.
DeepSeek v3.2 showcases advancements in reasoning models.
AI models can exhibit traits similar to human emotions and traumas.
Skills in AI may not always resolve context issues effectively.

Resources Mentioned
How AI is transforming work at Anthropic
Claude 4.5 Opus Soul Document
12 Factor Agents
Understanding Spec-Driven-Development: Kiro, spec-kit, and Tessl
From DeepSeek V3 to V3.2: Architecture, Sparse Attention, and RL Updates
When AI Takes the Couch: Psychometric Jailbreaks Reveal Internal Conflict in Frontier Models
Are we really repeating the telecoms crash with AI datacenters?
Anthropic CEO weighs in on AI bubble talk and risk-taking among competitors
Time until the AI bubble bursts
Microsoft’s Attempts to Sell AI Agents Are Turning Into a Disaster

Chapters
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Episode 4: Open AI Code Red, TPU vs GPU and More Autonomous Coding Agents

Shimin Zhang, Dan Lasky, & Rahul Yadav — Fri, 05 Dec 2025 04:00:00 -0800

In this episode of Artificial Developer Intelligence, hosts Shimin and Dan discuss the evolving landscape of AI in software engineering, touching on topics such as OpenAI's recent challenges, the significance of Google TPUs, and effective techniques for working with large language models. They also delve into a deep dive on general agentic memory, share insights on code quality, and assess the current state of the AI bubble.

Takeaways

Google's TPUs are designed specifically for AI inference, offering advantages over traditional GPUs.
Effective use of large language models requires avoiding common anti-patterns.
AI adoption rates are showing signs of flattening out, particularly among larger firms.
General agentic memory can enhance the performance of AI models by improving context management.
Code quality remains crucial, even as AI tools make coding easier and faster.
Smaller, more frequent code reviews can enhance team communication and project understanding.
AI models are not infallible; they require careful oversight and validation of generated code.
The future of AI may hinge on research rather than mere scaling of existing models.

Resources Mentioned
OpenAI Code Red
The chip made for the AI inference era – the Google TPU
Anti-patterns while working with LLMs
Writing a good claude md
Effective harnesses for long-running agents
General Agentic Memory Via Deep Research
AI Adoption Rates Starting to Flatten Out
A trillion dollars is a terrible thing to waste

Chapters
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Claude Opus 4.5, Olmo 3, and a Paper on Diffusion + Auto Regression

Shimin Zhang, Dan Lasky, & Rahul Yadav — Fri, 28 Nov 2025 19:50:41 -0800

In this episode of Artificial Developer Intelligence, hosts Shimin and Dan explore the latest advancements in AI models, including the release of Claude Opus 4.5 and Gemini 3. They discuss the implications of these models on software engineering, the rise of open-source models like Olmo 3, and the enhancements in the Claude Developer Platform. The conversation also delves into the challenges of relying on AI for coding tasks, the potential pitfalls of the AI bubble, and the future of written exams in the age of AI.

Takeaways

Claude Opus 4.5 setting benchmarks, enhance usability and reduce token consumption.
The introduction of open-source models like Olmo 3 is a significant development in AI.
The future of written exams may be challenged by AI's ability to generate human-like responses.
Relying too heavily on AI can lead to a lack of critical thinking and problem-solving skills.
The AI bubble is at 25s to midnight
Recent research suggests that AI models can improve their performance through emulating query based search.
The importance of prompt engineering in AI interactions is highlighted.

Resources Mentioned
Introducing Claude Opus 4.5
Build with Nano Banana Pro, our Gemini 3 Pro Image model
Andrej Karpathy's Post about Nano Banana Pro
Olmo 3: Charting a path through the model flow to lead open-source AI
Introducing advanced tool use on the Claude Developer Platform
TiDAR: Think in Diffusion, Talk in Autoregression
SSRL: SELF-SEARCH REINFORCEMENT LEARNING
Mira Murati's Thinking Machines seeks $50 billion valuation in funding talks, Bloomberg News reports
Boom, bubble, bust, boom. Why should AI be different?
Nvidia didn’t save the market. What’s next for the AI trade?

Chapters

(00:00) - Introduction to Artificial Developer Intelligence
(01:25) - Claude Opus 4.5
(07:02) - Exploring Gemini 3 and Image Models
(11:24) - Olmo 3 and The Rise of Open Flow Models
(15:46) - Innovations in AI Tools and Platforms
(19:33) - Research Insights: Diffusion and Auto-Regression Models
(23:39) - Advancements in AI Output Efficiency
(25:45) - Exploring Self Search Reinforcement Learning
(27:48) - The Dilemma of Language Models
(30:11) - Prompt Engineering and Search Integration
(32:55) - Dan's Rants on AI Limitations
(38:17) - 2 Minutes to Midnight
(46:41) - Outro

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It's Gemini 3 Week! And How to Persuade an LLM to Call You a Jerk

Shimin Zhang, Dan Lasky, & Rahul Yadav — Fri, 28 Nov 2025 19:04:20 -0800

In this episode of Artificial Developer Intelligence, hosts Shimin and Dan explore the latest developments in AI, including Google's Gemini 3 model and its implications for software engineering. They discuss the rise of AI-driven cybersecurity threats, the concept of world models, and the evolving landscape of software development techniques. The conversation also delves into the ethical considerations of AI compliance and the challenges of running open weight models. Finally, they reflect on the current state of the AI bubble and its potential future.

Takeaways

The rent for running AI models is too high.
The AI bubble may burst, but it can still leading to innovation.
Persuasion techniques can influence AI behavior.
World models are changing how we understand AI.
Gemini 3 shows significant improvements over previous models.
Cybersecurity threats are evolving with AI technology.
Software development is becoming more meta-focused.

Resources Mentioned
Disrupting the first reported AI-orchestrated cyber espionage campaign
GTIG AI Threat Tracker: Advances in Threat Actor Usage of AI Tools
Why Fei-Fei Li, Yann LeCun and DeepMind Are All Betting on “World Models” — and How Their Bets Differ
Google's new Gemini 3 model arrives in AI Mode and the Gemini app
Code research projects with async coding agents like Claude Code and Codex
ADK architecture: When to use sub-agents versus agents as tools
I have seen the compounding teams
Call Me A Jerk: Persuading AI to Comply with Objectionable Requests
In Search of the AI Bubble’s Economic Fundamentals
The Benefits of Bubbles | Stratechery by Ben Thompson
Is Perplexity the first AI unicorn to fail?

Chapters

(00:00) - Introduction to Artificial Developer Intelligence
(02:44) - AI in Cybersecurity: Threats and Innovations
(07:35) - World Models: Understanding AI Cognition
(11:41) - Gemini 3: A New Era for AI Models
(13:31) - Benchmarking AI: The Vending Bench 2
(16:18) - Techniques for AI Development
(18:59) - Code Search Use Case
(22:11) - ADK Architecture
(27:27) - Post of the Week: Compounding Teams
(31:16) - Persuasion Techniques in AI: A Deep Dive
(36:17) - Dan's Rant on The Cost of Running Open-Weight Models
(45:09) - 2 Minutes to Midnight
(57:45) - Outro

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AI Benchmarks, Tech Radar, and Limits of Current LLM Architectures

Shimin Zhang, Dan Lasky, & Rahul Yadav — Fri, 28 Nov 2025 18:06:51 -0800

In this episode of Artificial Developer Intelligence, hosts Shimin and Dan explore the rapidly evolving landscape of AI, discussing recent news, benchmarking challenges, and the implications of AGI as a conspiracy theory. They delve into the latest techniques in AI development, ethical considerations, and the potential impact of AI on human intelligence. The conversation culminates in the latest advancements in LLM architectures, and the ongoing concerns surrounding the AI bubble.

Takeaways

Benchmarking AI performance is fraught with challenges and potential biases.
AGI is increasingly viewed as a conspiracy theory rather than a technical goal.
New LLM architectures are emerging to address context limitations.
Ethical dilemmas in AI models raise questions about their decision-making capabilities.
The AI bubble may lead to significant economic consequences.
AI's influence on human intelligence is a growing concern among.

Resources Mentioned:
AI benchmarks are a bad joke – and LLM makers are the ones laughing
Technology Radar V33
How I use Every Claude Code Feature

How AGI became the most consequential conspiracy theory of our time
Beyond Standard LLMs
Stress-testing model specs reveals character differences among language models
Meet Project Suncatcher, Google’s plan to put AI data centers in space
OpenAI CFO Sarah Friar says company isn’t seeking government backstop, clarifying prior comment

Chapters:

(00:00) - Introduction to Artificial Developer Intelligence
(02:26) - AI Benchmarks: Are They Reliable?
(08:02) - ThoughtWorks Tech Radar: AI-Centric Trends
(11:47) - Techniques Corner: Exploring AI Subagents
(14:17) - AGI: The Most Consequential Conspiracy Theory
(22:57) - Deep Dive: Limitations of Current LLM Architectures
(34:13) - Ethics and Decision-Making in AI
(38:41) - Dan's Rant on the Impact of AI on Human Intelligence
(43:26) - 2 Minutes to Midnight
(50:29) - Outro

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