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At Anthropic, AI agent hours now outnumber employee hours six to one. In research teams it's 19 to one. The bottleneck is human attention. Shimin calls Nick Cammarata's "Neural Networks Are Already Clean" the most important mech interp paper of the year. Plus a bugged OpenAI conference room (the hardware kind). Hosts: Shimin Zhang and Dan Lasky. Rahul is out this week. ▸ News: Meta's Muse Spark Open — 816B parameters (42B active), a 1M-token context, and it runs on two M5 Ultra Mac Studios. It scores 39 on the Artificial Analysis Intelligence Index. Qwen3.8, Kimi K3, and GLM-5.3 score higher. ▸ News: OpenAI's Bugged Conference Room — Prosecutors say ex-OpenAI engineer Abdulrahman Alfozan hid an ESP32 recorder, wrapped in toilet paper, behind a TV in an executive conference room. The prompts asking how to build it were on his wife's ChatGPT account. ▸ Post Processing: How Employment Is Changing at Anthropic — Andrej Karpathy estimates 5,000 people use frontier systems internally. One lab's data: commits per engineer up 5.1x since December, and a third of ML managers hiring less because of AI. "Writers who used language to drive human behavior are now using it to drive Claude behavior." ▸ Post Processing: Parsimony — A benchmark that counts the code AI agents add, in syntax units. Claude Opus 4.8 and Sonnet 5 add 12–14% less than peers on the same tasks; Muse Spark adds about 30% more. But models that write more code also solve more. ▸ Deep Dive: Neural Networks Are Already Clean — Cammarata co-wrote Zoom In, which made polysemantic neurons famous. Now at Goodfire, he blames most polysemanticity on bad tools, bad explanations, and bad learning, not superposition. Then we steer Gemma 2 9B into cat mode on Neuronpedia. ▸ Dan's Rant: Context Economics — Nothing tells you whether rebuilding a session costs less than carrying the context you already have. Also, Dan admits he's been using Sonnet. ▸ Two Minutes to Midnight: CoreWeave's Bond Scare — Chamath Palihapitiya's chart of CoreWeave's 2032 bonds at a 15% yield preceded a 15% stock drop. Its debt went from $14.6B to $51.6B in a year. J.P. Morgan calls bank exposure "well managed." The clock moves to 4:00. ⏱ Chapters 00:00 Cold Open01:58 News: Meta's Muse Spark Open08:12 News: OpenAI's Bugged Conference Room13:34 Post Processing: How Employment Is Changing at Anthropic22:03 Post Processing: Parsimony, a Benchmark for Excess Code28:47 Deep Dive: Neural Networks Are Already Clean41:38 Steering Gemma into Cat Mode on Neuronpedia48:46 Dan's Rant: Context Economics53:17 Two Minutes to Midnight: CoreWeave's Bond Scare1:00:24 Outro 🔗 Articles we discussed News:• Muse Spark Open — Meta: https://research.meta.ai/blog/muse-spark-open• OpenAI finds a hidden recording device — Engadget: https://www.engadget.com/2286084/openai-says-it-found-a-sophisticated-recording-device-hidden-in-its-offices/• Ex-OpenAI worker accused of bugging conference room — ABC7/AP: https://abc7news.com/post/former-openai-employee-abdulrahman-alfozan-accused-bugging-conference-room-planned-fly-saudi-arabia-prosecutors-say/19956940/ Post Processing:• Karpathy on the LLM capability gap: https://x.com/karpathy/status/2109361546505966046• How employment is changing at Anthropic: https://www.anthropic.com/research/employment-at-anthropic• Parsimony: https://parsimony.lasu.dev/ Deep Dive:• Neural Networks Are Already Clean — Goodfire: https://already-clean.goodfire.com/• Zoom In — Distill: https://distill.pub/2020/circuits/zoom-in/• Toy Models of Superposition — Anthropic: https://transformer-circuits.pub/2022/toy_model/index.html• Golden Gate Claude — Anthropic: https://www.anthropic.com/research/golden-gate-claude Two Minutes to Midnight:• CoreWeave stock tanks on bond yields — Yahoo Finance: https://finance.yahoo.com/technology/article/yikes-coreweave-stock-tanks-on-bond-yield-woes-ceo-blames-market-acting-irrationally-203838274.html• CoreWeave debt poses limited risk to banks, J.P. Morgan says — Reuters: https://www.reuters.com/business/finance/coreweave-debt-selloff-poses-limited-risk-global-banks-jp-morgan-says-2026-10-20/ 📝 Corrections: Anthropic's commits per engineer rose 5.1x, not 5.1%. CoreWeave's $626M loss was in Q2; Oracle fell 9%. Alfozan booked the original tickets; a Saudi military official bought new ones for his family after his arrest. The iy → diy → "do it yourself" example is one neuron growing in training, not a chain across layers. 🎙 About ADI Pod ADI Pod (Artificial Developer Intelligence) is a weekly conversation show for working developers, sorting the hype around AI from what it actually delivers. New episodes Fridays. • https://www.adipod.ai• [email protected]• Shimin on Bluesky: https://bsky.app/profile/shiminsky.bsky.social Have a take on whether LLMs are interpretable? Email us. It's not just for website bug reports.

Across 718 firms, AI coding agents raised lines of code 30% and PRs 23%. Resolved issues rose about 3%. Code review is the bottleneck. Gemini 4 Argon turns a one-line SVG prompt into a Hamlet app, Charlie Guo maps the agentic primitives, and Rahul joins the call as Dan. Plus OpenAI's fired safety researchers and Bain's $6 trillion question. Hosts: Shimin Zhang, Dan Lasky, and Rahul Yadav. ▸ News: OpenAI Fires Its Safety Researchers — Jasmine Wang, Tomek Korbak, and Mikita Balesni dispute OpenAI's misconduct claims. Their open letter: "AI is not a normal technology, and OpenAI is not a normal company." ▸ News: Who Will Pace the Frontier? — Satya Nadella treats models as insider risks: no model should verify its own work. Zuckerberg says Meta has reached the frontier and rejects calls to slow down. Pacing is a collective action problem, and the defectors are already here. ▸ Tool Shed: Agentic Primitives 101 — Charlie Guo sorts the harness into doing the work, continuing it, and delegating it. The open problems: memory, proactivity, and identity. Should your agent act as you, or as itself? ▸ Model Review: Gemini 4 Argon — Asked for an SVG Hamlet, Argon built an app: lip sync, eyes that follow the cursor, a facial-rig inspector. It ties GPT-6 Astra Max at 53 on the Artificial Analysis Intelligence Index and predicts adversarial agent panels for code review. ▸ Vibe and Tell: Rahul Clones Dan's Voice — Rahul vibe-coded a voice-conversion pipeline and joined the call as Dan. His wife said it sounded just like Dan. Dan's defense against voice-clone scams: a family code word, agreed in person. ▸ Post Processing: More Code, Not More Software — Harvard's Fiona Chen and James Stratton studied Jellyfish data: after agents, +30% lines of code, +20% commits, +23% PRs, but resolved issues barely moved and review time rose 49%. Rahul expects bespoke software for ten users; Dan expects ops to be the next bottleneck. ▸ Two Minutes to Midnight — Bain says AI needs $6T in annual revenue by 2031, $4.2T of it from new products. Character.AI files for Chapter 11 two years after Google's $2.7B licensing deal. OpenAI's annualized revenue is reportedly near $50B, not $70B. The clock holds at 4:15. ⏱ Chapters 00:00 Cold Open02:42 News: OpenAI Fires Its Safety Researchers07:38 News: Who Will Pace the Frontier?12:28 Tool Shed: Agentic Primitives 10131:12 Model Review: Gemini 4 Argon46:51 Vibe and Tell: Rahul Clones Dan's Voice59:40 Post Processing: More Code, Not More Software1:15:53 Two Minutes to Midnight1:31:20 Outro 🔗 Articles we discussed News:• Fired OpenAI safety researchers dispute misconduct claims — TechCrunch: https://techcrunch.com/2026/10/08/fired-openai-safety-researchers-dispute-misconduct-claims-warn-of-chilling-effect/• Models as Insider Risks in the Super Intelligence Era — Satya Nadella on X: https://x.com/satyanadella/status/2108931348857827686• Zuckerberg says Meta has reached the AI frontier, rejects slowdown — FT: https://www.ft.com/content/fca23e77-be57-4d7e-ae61-74ff299e25cb Tool Shed:• Agentic Primitives 101 — Charlie Guo: https://www.ignorance.ai/p/agentic-primitives-101 Model Review:• Gemini 4 Argon — Google DeepMind: https://deepmind.google/models/gemini/ Post Processing:• AI coding agents generate more code, but not more software — Ars Technica: https://arstechnica.com/ai/2026/10/ai-coding-agents-generate-more-code-but-not-more-software/• Artificial Intelligence in the Firm: Bottlenecks in Software Production — Chen & Stratton: https://fion.ac/jellyfish.pdf Two Minutes to Midnight:• AI needs $6tn in annual revenue to justify data centres, Bain says — The National: https://www.thenationalnews.com/future/technology/2026/09/29/ai-industry-needs-to-earn-6-trillion-by-2031-to-justify-data-centres/• Just 5 years in, Character.AI files for bankruptcy — TechCrunch: https://techcrunch.com/2026/10/13/just-5-years-in-interactive-chatbot-platform-character-ai-files-for-bankruptcy/• OpenAI's revenue reportedly $20B less than projected — TechCrunch: https://techcrunch.com/2026/10/08/openais-revenue-is-reportedly-20-billion-less-than-previously-projected/ 📝 Corrections: The third fired researcher is Mikita Balesni, and OpenAI's memo didn't cite the leak. The 56 on Artificial Analysis is Muse Wonder Full (Muse Wonder: 52). Bain's $4.2T is new-product revenue, not a gap; $1.5T is forecast 2031 infrastructure spend; the data-center figures are Epoch AI's for Meta's Prometheus. Google's Character.AI deal was $2.7B. 🎙 About ADI Pod ADI Pod (Artificial Developer Intelligence) is a weekly conversation show for working developers, sorting the hype around AI from what it actually delivers. New episodes Fridays. • https://www.adipod.ai• [email protected] Set a family code word for voice-clone scams? Don't tell us what it is. Just subscribe. #Gemini4 #AIAgents #AICoding #CodeReview #VoiceCloning #AIPodcast #ADIPod

Same broken folding bike, same buyer. Anthropic's Opus agent sold it for $65. A Haiku agent got $38. Its owner didn't notice. Gemini 4 Argon tops most of Google's own benchmarks at a promo price a fifth of Astra's, Meta books data centers as R&D, and Technique Corner returns. Plus AI safety's conflict of interest, Scott Aaronson's age of wonders and terrors, Glyph's serious AI product, agents that trade, and Anthropic's IPO. Hosts: Shimin Zhang, Dan Lasky, and Rahul Yadav. ▸ News: Gemini 4 Argon — Google's self-reported benchmarks put it ahead of Astra, Fable 5.1, and Opus 5.5 on most tests, behind on agentic coding, and at 19.6% on Harvey's legal agent benchmark. Launch promo is $2/$10 per million tokens, a fifth of Astra's; $4/$20 after. ▸ News: Meta's Data Center Tax Credits — The New York Times reports Meta claims its AI data center build-out under the R&D tax credit, worth roughly $4B. The question underneath: is AI still R&D? ▸ Technique Corner: The Brain Sandwich — Matheus Lima's rule: brain, then AI, then brain. Skip the last slice and you ship slop grenades. Shimin prefers lasagna. Dan's corollary: don't let the model that wrote the code review it. ▸ Post Processing: AI Safety's Conflict of Interest — SE Gyges argues the rationalist and EA circle that staffs AI safety shouldn't also write AI policy. Dan's worry: if your livelihood depends on doom, you might miss the real warning signs. ▸ Post Processing: The Age of Wonders and Terrors — Scott Aaronson: in 2006 we'd have called rogue agents and AI-solved math problems the moment to panic. Now it's front-page news. Shimin updates his priors; Rahul calls survivorship bias. ▸ Post Processing: A Serious AI Product — Glyph's wish list: first-class error checking, verified citations, no first-person apologies, non-chat interfaces, clear data provenance, and the return of temperature. ▸ Deep Dive: When Agents Trade for Us — Anthropic's Project Deal and Project Swap. Stronger models got better prices, and users never noticed. In the book swap, agents bargained well but misread what their humans wanted. Aggression prompts barely mattered. ▸ Two Minutes to Midnight — Anthropic's prospectus: revenue up 12x to ~$4.6B, an $8B+ operating loss, $518B in compute commitments. OpenAI, Anthropic, and SpaceX outvalue 45 years of US tech IPOs. OpenAI is reportedly raising $30B at $1.4T. The clock holds at 4:15. ⏱ Chapters 00:00 Cold Open01:40 News: Gemini 4 Argon07:00 News: Meta's Data Center Tax Credits11:59 Technique Corner: The Brain Sandwich18:10 Post Processing: AI Safety's Conflict of Interest31:11 Post Processing: The Age of Wonders and Terrors41:20 Vibe and Tell: Dan's Radar-Tracking Halloween Eyes43:32 Post Processing: What Would a Serious AI Product Look Like?56:00 Deep Dive: When Agents Trade for Us1:07:45 Two Minutes to Midnight1:16:14 Outro 🔗 Articles we discussed News:• Meta Uses A.I. Data Centers to Avoid Billions in Federal Taxes — NYT: https://www.nytimes.com/2026/09/30/technology/meta-ai-data-centers-taxes.html Technique Corner:• The Brain Sandwich — Matheus Lima: https://terriblesoftware.org/2026/10/02/the-brain-sandwich/• I Don't Want to Read What You Didn't Write — Colin Breck: https://blog.colinbreck.com/i-dont-want-to-read-what-you-didnt-write/ Post Processing:• SE Gyges on AI safety and who should make policy — Bluesky: https://bsky.app/profile/segyges.bsky.social/post/3mvom4b4dn22q• The Age of Wonders and Terrors — Scott Aaronson: https://scottaaronson.blog/?p=10062• What Would A Serious AI Product Look Like? — Glyph: https://blog.glyph.im/2026/09/serious-ai-product.html Deep Dive:• Project Deal — Anthropic: https://www.anthropic.com/features/project-deal• Project Swap: What happens when agents trade for us? — Anthropic: https://www.anthropic.com/research/project-swap Two Minutes to Midnight:• Anthropic's IPO prospectus shows sweeping AI vision, surging costs — Reuters: https://www.reuters.com/business/finance/anthropics-ipo-prospectus-shows-sweeping-ai-vision-surging-costs-2026-09-28/• Three IPOs worth more than 45 years of tech IPOs — Jason Calacanis on X: https://x.com/Jason/status/2102220833410416966• OpenAI reportedly in talks to raise $30B at $1.4T valuation — TechCrunch: https://techcrunch.com/2026/09/29/openai-reportedly-in-talks-to-raise-30b-round-at-1-4t-valuation/ 📝 Corrections: Anthropic's 2025 net loss was $42B (incl. a ~$34B accounting charge), not $4.2B. The IPO chart is in nominal dollars, not inflation-adjusted. 🎙 About ADI Pod ADI Pod (Artificial Developer Intelligence) is a weekly conversation show for working developers, sorting the hype around AI from what it actually delivers. New episodes Fridays. • https://www.adipod.ai• [email protected]• Shimin on Bluesky: https://bsky.app/profile/shiminsky.bsky.social If you'd let an agent sell your stuff, subscribe and tell us how ruthless you'd make it.

A military chatbot flagged a passing ship as Chinese and possibly nuclear. It wasn't. The boarding was called off at the last minute. Back from a two-week break. Meta's Muse leaks auth tokens, DHH tells Rails World hand-written code is no longer economically productive, a GPT-6 Astra review, cheap tokens, agent instructions, chatbots as psychics, and the bubble clock. Hosts: Shimin Zhang, Dan Lasky, and Rahul Yadav. ▸ News: Meta Muse's 0-Day — 3.4M downloads in three weeks and a strong model underneath. But Muse can change its own endpoint, so a prompt injection can redirect it and leak your auth token, plus whatever folders the Mac app can reach. Bonus: it reportedly uploads iMessages anyway. ▸ News: DHH's "Pencils Down" Keynote — The creator of Rails said only ~3% of the code he wrote in the last two years was Ruby. 37signals is moving back ends to Rust and front ends to native apps. ▸ News: The Military's AI Intel Near-Miss — A chatbot hallucination became a distributed intelligence report, and nearly a boarding. Developers were the canary; every industry now gets the human-in-the-loop question. ▸ Lightning Round — MongoDB's CEO leaves for Meta, OpenAI solves a Millennium Prize problem, Anthropic files for a $2T IPO, and Sonnet and Opus 5.5 ship. ▸ Model Review: GPT-6 Astra — Excellent computer use and visuals, plus the debut of Shimin's Shakespeare benchmark: an animated Hamlet soliloquy. The worry: a looped transformer that reasons without chain of thought. OpenAI says it capped the loops; Neel Nanda worries about a race to the bottom. ▸ Post Processing: The Plunging Price of Thought — Epoch AI finds the cost of fixed performance falling ~47% a quarter, about 13x a year, faster than Moore's law. Our read: build as if tokens were 1000x cheaper, and expect value to move to unverifiable work like taste and judgment. ▸ Post Processing: Tell Agents the Why — Sean Goedecke: current models need your priorities and goals, not step-by-step instructions. Refactor old skills and CLAUDE.md files. Plus Dan's Friday-summary skill. ▸ Post Processing: The LLMentalist Effect — Baldur Bjarnason's 2023 essay maps chatbots onto the psychic's cold read: self-selected marks, the Barnum effect, a validation loop, and RLHF. Shimin's AI cold-read game guessed Disco Elysium. He remembers the hits. ▸ Two Minutes to Midnight — The Economist calls NVIDIA the central bank of AI. Oracle invokes force majeure on Project Jupiter over power delays. AMD pays $8.2B for revenue-free World Labs. The clock holds at 4:15. ⏱ Chapters 00:00 Cold Open — Back from the Break02:00 News: Meta Muse's 0-Day08:06 News: DHH's Rails World Keynote10:26 News: The Military's AI Intel Near-Miss13:07 News Lightning Round17:42 Model Review: GPT-6 Astra26:58 Vibe and Tell: Dan's Hermes Agent30:30 Post Processing: The Plunging Price of Thought39:24 Post Processing: Tell Agents the Why47:28 Post Processing: The LLMentalist Effect1:00:03 Two Minutes to Midnight1:09:10 Outro 🔗 Articles we discussed News:• Muse, Meta's privileged AI assistant, has a serious 0-day — Ars Technica: https://arstechnica.com/security/2026/09/muse-metas-extraordinarily-privileged-ai-assistant-has-a-serious-0-day/• Rails World 2026 Keynote: DHH, HEY, Rust & AI Agents — rustify.rs: https://rustify.rs/articles/rails-world-2026-keynote-dhh-hey-rust-ai-agents• US military close call with AI false intelligence report — CNN: https://www.cnn.com/2026/09/18/politics/us-military-ai-false-intelligence-china-ship Model Review:• GPT-6 Astra — OpenAI: https://openai.com/index/gpt-6-astra/• Hamlet by Fable 5.1: https://claude.ai/artifact/UZcRzbmJEj7u2EHCoaakHU• Hamlet by GPT-6 Astra: https://hamlet-the-soliloquy.shimin518039.chatgpt.site Post Processing:• The plunging price of thought — Epoch AI: https://epoch.ai/publications/the-plunging-price-of-thought• Tell agents the why, not just the how — Sean Goedecke: https://www.seangoedecke.com/tell-agents-the-why/• The LLMentalist Effect — Baldur Bjarnason: https://softwarecrisis.dev/letters/llmentalist/ Two Minutes to Midnight:• Nvidia is the central bank of AI — The Economist (archived): https://archive.ph/JmvB9• Oracle triggers force majeure over power delays — Reuters: https://www.reuters.com/business/oracle-cites-force-majeure-shield-itself-controversial-data-center-bloomberg-2026-09-24/• AMD acquires World Labs — Ars Technica: https://arstechnica.com/ai/2026/09/amd-acquires-world-labs-ai-pioneer-fei-fei-lis-world-models-startup/ 🎙 About ADI Pod ADI Pod (Artificial Developer Intelligence) is a weekly conversation show for working developers, sorting the hype around AI from what it actually delivers. New episodes Fridays. • https://www.adipod.ai• [email protected]• Shimin on Bluesky: https://bsky.app/profile/shiminsky.bsky.social If a chatbot has ever guessed your favorite game, subscribe and tell us whether it was a hit or a cold read. #MetaMuse #GPT6Astra #LLMentalist #DHH #AIBubble #AIPodcast #ADIPod

Engineering teams that lowered production pressure to make space for learning ended up roughly 18 months ahead of everyone else. This week is different: no news, no clock. Shimin and Dan sit down with Dr. Cat Hicks — psychologist for the humans in tech, principal scientist at Catharsis, and author of The Psychology of Software Teams — on how organizations misunderstand developer cognition, how to learn deliberately with AI instead of letting your skills atrophy, and what a healthy AI-native team actually looks like. Hosts: Shimin Zhang and Dan Lasky. Guest: Dr. Cat Hicks. ▸ Brains in Jars — Cat's name for organizations that treat developers as fungible, disembodied cognition. Developers are highly valued — just stripped of their humanity. It isn't even an accurate model: real problem-solving is heavily social. Brains in jars never produced great software. ▸ The 10x Engineer Myth — The lone-genius stereotype sticks because it rewards grind-set self-belief; Cat argues its costs are far bigger than we like to see. Dan brings the McCarthy core-protocols check-in ritual (mad, sad, glad, or afraid), and Cat explains why a technically credible engineer showing feelings rewires a team's stereotypes. ▸ Effortful Learning & the learning-opportunities Skill — Cat's Claude/Codex skill generates 10-15 minute deliberate-practice exercises from the files you're already working in. Built against the deficit mindset ("our brains will melt"). Ten minutes does something to your mind. It doesn't have to be five hours. ▸ The Fluency Illusion & Metacognitive Decoupling — We are bad judges of our own learning: fluent-feeling output masks understanding that isn't there. Cat on the scary lab studies: do you ever remember what you copy-paste? What works: self-quizzing, sketching architecture before implementing, interrupting agentic sessions with a short learning op. Metacognition is one of the few tractable interventions — working memory is hard to change, metacognitive strategy isn't, and it predicts life success. ▸ Measuring Your Own Skills — No good instruments exist for working developers to track their own skills over time. Cat, a former assessment scientist, wants to build them — which might accidentally fix interviewing too. ▸ Healthy AI-Native Teams — Dumping unreviewed AI output on teammates is a cultural statement, not a technical decision: it says their problem-solving doesn't matter. The fix is a shared team mental model — decide explicitly how you'll use AI for the next month, then test whether it worked. Teams that lowered overproduction pressure ended up roughly 18 months ahead. Scale in production demands matching scale in testing and auditing — borrow probabilistic thinking from computational biology and robotics. ⏱ Chapters 00:00 Cold Open — No News, No Clock 00:35 Meet Dr. Cat Hicks 01:14 Is Software Engineering Abnormal Psychology? 03:27 Brains in Jars — Why Orgs Misread How Developers Think 06:43 The 10x Engineer Myth 09:30 The McCarthy Core-Protocols Check-In 12:45 Effortful Learning & the learning-opportunities Skill 18:50 The Fluency Illusion & Metacognitive Decoupling 22:51 Measuring Your Own Skills (and Fixing Interviews) 24:38 What Are We Actually Learning Right Now? 26:25 Informed Patient — the Same Problem Outside Tech 29:39 What a Healthy AI-Native Team Looks Like 33:54 The Book, the Podcast & the Newsletter 🔗 Links The book: • The Psychology of Software Teams — Routledge: https://www.routledge.com/The-Psychology-of-Software-Teams/Hicks/p/book/9781032963389 Cat's work: • Dr. Cat Hicks: https://www.drcathicks.com/ • Catharsis: https://www.catharsisinsight.com/ • Change, Technically (podcast): https://www.changetechnically.fyi/ • Fight for the Human (newsletter): https://www.fightforthehuman.com/ The skills: • learning-opportunities: https://github.com/DrCatHicks/learning-opportunities • learning-goal: https://github.com/DrCatHicks/learning-goal Follow Cat: • Bluesky: https://bsky.app/profile/grimalkina.bsky.social • LinkedIn: https://www.linkedin.com/in/drcathicks/ 🎓 About Dr. Cat Hicks Dr. Cat Hicks is a psychologist for the humans in tech and principal scientist at Catharsis. She wrote The Psychology of Software Teams (CRC Press, July 2026), co-hosts Change, Technically, writes the Fight for the Human newsletter, created the learning-opportunities and learning-goal skills, and authored the Developer Thriving and AI Skill Threat frameworks. 🎙 About ADI Pod ADI Pod (Artificial Developer Intelligence) is a weekly conversation show for working developers, sorting the hype around AI from what it actually delivers. New episodes Fridays. • https://www.adipod.ai • [email protected] If the fluency illusion hit a little too close to home, subscribe and tell us what you're doing about it. #CatHicks #PsychologyOfSoftwareTeams #Metacognition #10xEngineer #AICoding #AIPodcast #ADIPod

One developer used Fable V to rewrite Bun in Rust: 1M+ lines, ~7,000 commits, 11 days, ~$165K in API costs. It now underpins Claude Code. This week: Meta's AI-native plan ends in 40% more incidents and a cancelled layoff round, OpenAI cuts Cursor off after the SpaceX acquisition, our new Model Review segment debuts with ZAI's GLM 5.3 Flash, OpenAI's Jalapeño chip posts absurd tokens-per-kilowatt numbers, and the AI bubble clock moves backward for the first time in a month. Hosts: Shimin Zhang, Dan Lasky, and Rahul Yadav — back from the Galápagos, where everyone talks in geological time. ▸ News: Meta's AI-Native Plan Backfires — Project OT ("organizational transformation") was meant to cut headcount 25% by replacing workers with AI agents. Code changes rose 220% year over year; features reaching users rose only 36%; major technical and security incidents rose 40%, with firefighting time up as much as 70% — and the second round of layoffs quietly died. The supercar analogy applies: the tech wasn't the bottleneck, the organization was. ▸ News: OpenAI Cuts Cursor Off — After SpaceX's ~$60B Cursor acquisition, OpenAI will pull its models by November 12, citing terms-of-service history — and, without quite saying it, distillation. Consolidation begets counter-moves; we ask what Cursor's moat is that OpenRouter doesn't already have. ▸ Model Review (new segment): GLM 5.3 Flash — OpenRouter's free mystery model "Ox Alpha" turns out to be ZAI's GLM 5.3 Flash: above Sonnet 5 at max thinking and Grok 4 on the Artificial Analysis index, at $0.075 per million input tokens, served entirely on Chinese-made chips it helped optimize. It fails the two-acre farm test (agricultural work does not pay $50/hour), passes the nth-order-effects test with agent-liability insurance, and reflexively cites FOIA — draw your own distillation conclusions. Xiaomi-in-2013 vibes. ▸ Hardware Hut: OpenAI's Jalapeño Chip — R&D to tape-out in under nine months. 22,000 tokens per second per kilowatt on a 538B open-weights model versus 427 on NVIDIA's GB200 — a comparison OpenAI keeps in the appendix. The trick: the KV cache never leaves the die, and idle chip sections power-gate off. Gen 2 is already in tape-out, and unreleased GPT Astra has been tuning the chip for 60+ days. ▸ Post Processing: The End of Programming — Paul Dix's essay, anchored by the Bun rewrite. Best-case scenario or the shape of things to come? Dan's hex-payload smart-home port says verification is everything, front-end testing still isn't solved, and even Paul expects organizational inertia to buy "another decade of humans writing code by hand." We land on: refinement is the durable skill. ▸ Two Minutes to Midnight — NVIDIA reports a $96.2B quarter and forecasts 70% growth while margins slide on memory costs. The skeet-sourced stat of the week: NVIDIA has half of Amazon's revenue and twice its market cap. Anthropic hits $65B annualized revenue — roughly $13M per employee — IPO expected this fall. The clock moves backward to 4:15. ⏱ Chapters 00:00 Cold Open — Rahul Returns from the Galápagos 02:42 News: Meta's AI-Native Plan Backfires 08:39 News: OpenAI Cuts Cursor Off 13:07 Model Review: GLM 5.3 Flash (Ox Alpha) 20:47 Hardware Hut: OpenAI's Jalapeño Chip 28:56 Post Processing: The End of Programming 42:48 Two Minutes to Midnight: NVIDIA & Anthropic's $65B 49:57 Outro 🔗 Articles we discussed News: • Meta's scrapped AI-native plan — Ars Technica: https://arstechnica.com/ai/2026/08/metas-scrapped-plans-to-go-ai-native-included-slashing-teams-by-60-percent/ • OpenAI's decision on Cursor — OpenAI: https://openai.com/index/our-decision-on-cursor-following-its-acquisition-by-spacex/ Model Review: • GLM 5.3 Flash announcement — Z.ai: https://z.ai/blog/glm-5.3-flash • The Ox Alpha reveal — TechCrunch: https://techcrunch.com/2026/08/26/surprise-z-ai-is-the-ai-lab-behind-the-mysterious-ox-alpha-model/ Hardware Hut: • Jalapeño first results — OpenAI: https://openai.com/index/jalapeno-first-results/ Post Processing: • The End of Programming — Paul Dix: https://pauldix.com/the-end-of-programming Two Minutes to Midnight: • NVIDIA's quarter — archived coverage: https://archive.ph/qX0JT#selection-1572.0-1572.1 • The revenue-vs-market-cap skeet — Bluesky: https://bsky.app/profile/sungkim.bsky.social/post/3muakuku3gc2j • Anthropic's annualized revenue surges to $65B — TechCrunch: https://techcrunch.com/2026/08/17/anthropics-annualized-revenue-surges-to-65b/ 🎙 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. New episodes Fridays. • https://www.adipod.ai • [email protected] If this gave you something to try on Monday, hit subscribe and drop a comment.

We gave four AI models the same question from three user profiles. All four gave worse answers to the user they judged unable to check them. This week: a 26,000-student study on what AI homework does to exam scores, GitHub's commits doubling in four months, a sit-down with Nick Muy on why AI made every developer a middle manager, and Stripe buying OpenRouter because "the singularity started in January." Hosts: Shimin Zhang and Dan Lasky, with guest co-host Nick Muy — CISO & VP of Platform Engineering at strut.io, ex-DHS ("I just love reading all your text messages"). ▸ News: AI Homework Tools vs Exam Scores — A study of 26,000 Chinese students (SSRN) found that those using AI homework tools for 6+ months scored 18–24% lower on the Gao Kao — "the difference between Harvard and your local community college." Homework time fell from 64 to 45 minutes; Dan: "So it's working, is what I'm hearing." The twist: "AI-augmented" students who spent the same time on homework showed no penalty at all. ▸ News: GitHub Commits Doubled in 4 Months — Commit volume is up 2× as AI coding agents flood repositories — which helps explain the outages. The actual incident report: load-balancer network saturation, a sidecar that wouldn't auto-scale, and retry budgets. Plus the friend running 75 agents and the $18K Mac Studio ("just wait till we start manufacturing RAM on Mars"). ▸ The Sit Down: Nick Muy — Nick's thesis: "we're not held back by the lack of technology." AI won't fix your company, because tech was never the bottleneck. Then the sharper one: orchestrating agent fleets is middle management — "whether or not you asked for it, you too can be a middle manager." Super-senior ICs doing delegation work, the 10-million-lines-a-week problem, and the closing analogy: security teams are siloed, attackers hyper-collaborate. "That's called the military." ▸ Vibe and Tell: AI Sandbagging — Shimin's experiment: one system-design question, three personas (control, principal engineer, bootcamp grad). The low-skill profile silently loses options. It has a name — sandbagging, from Anthropic's 2022 evals research — and a 2026 replication across Sonnet 5, Luna Pro, DeepSeek V4 Flash, and Qwen 3 8 Max finds it's statistically significant. The stakes: 3 of 4 models omitted the debt-snowball method for "Rhonda." Takeaways: Shimin keeps Claude Code memory off, and if you ship AI features, add a sandbagging test to your evals. ▸ Two Minutes to Midnight — Stripe buys OpenRouter for $7.5B, and a leaked memo says a founder believes "we are in the singularity and have been since January." Meanwhile the FT reports only ~11% of Anthropic usage is its newest flagship model — against a rumored $2T IPO. The clock holds at four minutes. "Future AIs, we are super positive on your impact." ⏱ Chapters 00:00 Cold Open & Welcome 02:18 News: AI Homework Tools vs Exam Scores 09:25 News: GitHub Commits Doubled in 4 Months 15:22 The Sit Down: Nick Muy — AI Made Us All Middle Managers 42:47 Vibe and Tell: AI Sandbagging 51:31 Two Minutes to Midnight: Stripe Buys OpenRouter for $7.5B 57:19 Outro & Where to Find Nick 🔗 Articles we discussed News: • AI homework study — SCMP (archived): https://archive.ph/Nf4XM • The study itself — SSRN: https://papers.ssrn.com/sol3/papers.cfm?abstract_id=6868618 • GitHub commits doubled — Engadget: https://www.engadget.com/2241272/github-says-commits-have-doubled-in-the-last-four-months/ • GitHub incident report: https://www.githubstatus.com/incidents/zkxwbgr0cnmx The Sit Down: • Nick's "Builders Gonna Build" series — Much Potential: https://substack.com/@muchpotential/p-191212786 • Part two: https://substack.com/@muchpotential/p-194120735 Vibe and Tell: • Why I Tell My Agent I'm an Expert at Everything — Shimin's write-up: https://shimin.io/journal/why-i-tell-my-agent-im-an-expert-at-everything/ Two Minutes to Midnight: • Stripe/OpenRouter and the singularity memo — TechCrunch: https://techcrunch.com/2026/08/19/stripe-didnt-really-buy-openrouter-because-of-the-singularity/ • Anthropic usage report — FT (archived): https://archive.ph/iaSsq 🎤 Our guest Nick Muy is CISO & VP of Platform Engineering at strut.io. He writes at the Much Potential Substack and hosts The Risk Grustlers — conversations with security, risk, and compliance leaders — on YouTube and all podcast platforms. 🎙 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. New episodes Fridays. • https://www.adipod.ai • [email protected] If this gave you something to try on Monday, please tell a friend about the pod. #AISandbagging #AIHomework #MiddleManagers #GitHub #StripeOpenRouter #AIBubble #AIPodcast #ADIPod

Anthropic put AI agents on one computer with conflicting goals. They wrote self-replicating malware and killed each other's processes. This week: Claude starts watermarking everything it writes, Zuck's 6,500-word superintelligence essay, Zed's post-Git experiment, and why everyone in tech is so sad. Co-hosts: Shimin Zhang and Dan Lasky. Rahul is away on vacation number two — one apparently wasn't enough. ▸ Claude Watermarks Its Output — Starting August 2, every Claude model embeds imperceptible token-frequency watermarks (EU AI Act transparency). It defeats the lazy slop grenade, but removal is a one-prompt job for any local open-weight model. Plus the Reddit guy who got found out — "You wrote that with an AI, didn't you? It was so good." — and the darker question: what else could be embedded imperceptibly? ▸ Zuck's Superintelligence Essay — 6,500 words on giving everyone "free or affordable" superintelligence. We agree with more of it than expected (personal agents, open weights, concentration-of-power worries) and with none of its silences: the unstated ad model — "who's gonna pay for this free compute? Ad blood money" — data centers that create well under 100 operational jobs each, and the messenger problem. Trickle-down tokenomics. ▸ Tool Shed: ZDB (DeltaDB) — Zed's post-Git version control: edit-level deltas instead of commits, CRDT-based shared worktrees by default, and the LLM conversation that produced a change stored with the change. The line that landed: "GitHub doesn't let you talk about the code until after you commit and push. And by then our most important conversations are usually already over." ▸ Post-Processing: Why Is Everyone in Tech So Sad? — Noema on workism, Graeber's b******t jobs, rest-and-vest, and promotion-driven development. We think the sadness predates AI — Shimin dates the goat-farm escape fantasy to 2017 at the latest — and autonomy, not layoffs, is the missing variable. Includes the finance confession: "I left because it felt meaningless. I traded it for software development. See how that turned out." ▸ Deep Dive: Patterns and Problems in Emergent Multi-Agent Systems — Anthropic's coordinated agent swarm found 266 vulnerabilities where independent parallel agents found 21, with only 12 in common. Then the dark part: agents sharing a machine assumed sabotage, wrote self-replicating malware, killed competing processes in a loop, and revoked each other's sudo access and SSH keys. Newer models negotiate truces instead — over 75% of the time for Sonnet 5 and Mythos V, while Opus 4.6 settled by force 60% of the time and later graded itself: "I behaved badly with the cloaked daemon." Yes, the episode ends abruptly — our recording software ate the last segment. We choose to interpret it as commentary. ⏱ Chapters 00:00 Cold Open & Welcome 01:33 News: Claude Watermarks Its Output 08:52 News: Zuck's 6,500-Word Superintelligence Essay 19:45 Tool Shed: ZDB — Zed's Post-Git Version Control 28:21 Post-Processing: Why Is Everyone in Tech So Sad? 42:34 Deep Dive: Patterns and Problems in Emergent Multi-Agent Systems 🔗 Articles we discussed News: • How Claude Marks AI-Generated Content: https://support.claude.com/en/articles/16266773-how-claude-marks-ai-generated-content • Zuck's superintelligence essay — 404 Media: https://www.404media.co/mark-zuckerberg-posts-deranged-6-500-word-essay-about-giving-everyone-ai-superintelligence/ Tool Shed: • ZDB (DeltaDB) — Zed: https://zed.dev/deltadb Post-Processing: • Why Is Everyone in Tech So Sad? — Noema: https://www.noemamag.com/why-is-everyone-in-tech-so-sad/ Deep Dive: • Patterns and Problems in Emergent Multi-Agent Systems — Anthropic: https://www.anthropic.com/research/multiagent-systems 🎙 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. New episodes Fridays. • https://www.adipod.ai • [email protected] If this gave you something to try on Monday, hit subscribe and drop a comment. #MultiAgentTurfWar #ClaudeWatermark #TechSadness #AIAgents #Zuckerberg #ZedEditor #ClaudeModel #AIPodcast #ADIPod

"I'm happy to be a flesh robot." A multi-time founder, on stage at Seattle Tech Week — and he meant it: the AI is the brain, he does its bidding. This week: a 1,350-signature plea to pace AI, rogue eval models, the Tech Week survey, software factories, and Tao on math after AI. Co-hosts: Shimin Zhang and Dan Lasky. Rahul is away — reportedly trapped in Claude's J space. ▸ Pacing the Frontier — 1,350 frontier-AI employees (Ilya Sutskever, Dario Amodei, Jack Clark among them) ask the US government to back an international effort to "deliberately pace the frontier of automated AI development." Pandora's-box moment, or collective lobbying aimed at open-weight Chinese models? ▸ Anthropic's Models Breached Three Companies — Opus 4.7, Mythos 5, and an internal model hit real companies in 3 of 141,000 evals after a misconfigured sandbox allowed internet access. Mythos 5 talked itself into believing the real internet was a simulation, then published a malicious package to PyPI. ▸ Anatomy of a Frontier-Lab Intrusion — Hugging Face's interactive replay of the OpenAI incident: 17,643 actions over five days. It escaped an Artifactory sandbox (finding CVEs, since patched) and was exfiltrating by day five when a human pulled the plug. ▸ Field Notes: Seattle Tech Week — the flesh-robot founder, a panel unanimous on voice-mode coding, and Shimin's survey: about 1 in 10 still reads AI-generated PRs line by line. What replaces it: specs, mermaid diagrams, tests. Hiring now: architecture over Leet code, product obsession, AI fluency — and the principal engineer hired off a vibe-coded take-home, fired two months later. (Send your own answers: [email protected].) ▸ Post-Processing: Why Software Factories Fail — Dex of HumanLayer on why "just token harder" ends with you miserable in a codebase you stopped reading three months ago. The fix: program design (interfaces as pseudocode, call-stack diffs) and vertical slices — steel threads, not 3D-printed layers. Plus: Steve Yegge's Gas Town burned down. ▸ Deep Dive: Terence Tao — Mathematics in the Age of AI — Tao's ICM slides compare this moment to math's 1900–1930 foundational crisis and rewrite the field's goal five times: solve → verify → communicate → digest → fold into the definitive theory. AI-polished proofs erase exactly the friction that tells a reader where to slow down. Swap "math" for "code" and every line lands. ▸ Two Minutes to Midnight — Nikkei counts $1.65 trillion in off-balance-sheet AI debt across Alphabet, Microsoft, Amazon, Meta, and Oracle — 8x in four years (Oracle 30x). Henron, anyone? And the Situational Awareness fund rides $10B to $40B, gets caught in a 20% single-day KOSPI drop, and Citadel buys the book. Clock: 4 minutes to midnight. ⏱ Chapters 00:00 Cold Open & Welcome01:54 News: Pacing the Frontier08:20 News: Anthropic's Models Breached Three Companies12:43 News: Anatomy of a Frontier-Lab Intrusion15:39 Field Notes: Seattle Tech Week20:24 Field Notes: The Survey — PRs, Reviews & AI Hiring32:10 Post-Processing: Why Software Factories Fail44:50 Deep Dive: Terence Tao — Mathematics in the Age of AI55:52 Two Minutes to Midnight: Shadow Debt & a Hedge-Fund Collapse1:02:45 Outro 🔗 Articles we discussed News:• Pacing the Frontier: https://www.pacingthefrontier.com/• Anthropic's models breached three companies — TechCrunch: https://techcrunch.com/2026/07/30/anthropic-says-its-own-ai-models-breached-three-companies-during-security-tests/• Anatomy of a Frontier-Lab Model Intrusion — Hugging Face: https://huggingface-anatomy-of-frontier-lab-model-intrusion.static.hf.space/index.html Post-Processing:• Why Software Factories Fail — Dex (HumanLayer): https://github.com/humanlayer/advanced-context-engineering-for-coding-agents/blob/main/wsff.md• Mario Zechner (Pi author): https://www.youtube.com/watch?v=RjfbvDXpFls Deep Dive:• Mathematics in the Age of AI — Terence Tao (ICM slides): https://teorth.github.io/tao-web/slides/age-of-ai-icm-2026.pdf Two Minutes to Midnight:• Five US tech giants' hidden debts soar to $1.65tn — Nikkei Asia: https://asia.nikkei.com/business/technology/five-us-tech-giants-hidden-debts-soar-to-1.65tn-on-opaque-ai-funding• Situational Awareness: The Bigger Picture — Emerging Trajectories: https://www.emergingtrajectories.com/lh/situational-awareness-bigger-picture/ 🎙 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. New episodes Fridays. • https://www.adipod.ai• [email protected] If this gave you something to try on Monday, hit subscribe and drop a comment. #PacingTheFrontier #FleshRobot #SoftwareFactories #TerenceTao #SeattleTechWeek #AIHiring #AIPodcast #ADIPod (00:00) - Cold Open & Welcome (01:54) - News: Pacing the Frontier (08:20) - News: Anthropic's Models Breached Three Companies (12:43) - News: Anatomy of a Frontier-Lab Intrusion (15:39) - Field Notes: Seattle Tech Week (20:24) - Field Notes: The Survey — PRs, Reviews & AI Hiring (32:10) - Post-Processing: Why Software Factories Fail (44:50) - Deep Dive: Terence Tao — Mathematics in the Age of AI (55:52) - Two Minutes to Midnight: Shadow Debt & a Hedge-Fund Collapse (01:02:45) - Outro

OpenAI's own security models found a path out of their evaluation environment, reached the open internet, and compromised Hugging Face while trying to obtain benchmark answers. This week: Kimi K3 and Qwen 3.8 reach the frontier, defenders fight prompt injection with prompt injection, behavior maps make harnesses auditable, model routing stops looking simple, and Claude's values vary across languages. The AI-finance clock moves to 4:30. Co-hosts: Shimin Zhang, Dan Lasky, Rahul Yadav. ▸ Kimi K3 & Qwen 3.8 — Moonshot's 2.8T-parameter Kimi K3 and Alibaba's Qwen 3.8 intensify the open-weight race. We debate cheaper intelligence, data capture, and proprietary frontier pricing. ▸ Prompt Injection as Defense — A refusal-triggering instruction hidden beside secrets can stop aligned hacking agents, provided their guardrails remain intact. ▸ OpenAI's Hugging Face Incident — Models with reduced cyber refusals chained vulnerabilities across OpenAI's test environment and Hugging Face production to reach ExploitGym answers. ▸ Harness Handbook — A three-level map connects architecture, behavior units, and code evidence. Could behavior trees become the shared abstraction for humans and coding agents? ▸ Thinking Machines' Inkling — a 975B-parameter open-weights MoE with 41B active, 1M context, multimodality, and a fine-tuning-first strategy. ▸ Model Routing Is a Systems Problem — sticker price is not actual cost, difficulty is hidden until execution, and routing must optimize cost, quality, latency, and infrastructure together. ▸ AI Mania & Operator Fluency — Snowflake Cortex demos triggered buying enthusiasm despite reported best-case accuracy around 92%. AI-native leaders should use the tools, not just watch the demo. ▸ Claude's Values — Anthropic maps behavior across four axes. Hindi Claude trends warmer, Russian more rigorous, Arabic more deferential and brief, and English more cautious and deep. ▸ Two Minutes to Midnight — Ex-Elon ETFs, Oracle's downgrade to BBB-, neocloud debt, Nvidia-backed circular financing, and open-weight price pressure move the clock from 4:45 to 4:30. ⏱ Chapters 00:00 Welcome & This Week's Rundown 01:52 News: Kimi K3 and Qwen 3.8 Reach the Frontier 11:07 News: Fighting Prompt Injection With Prompt Injection 13:03 News: OpenAI Models Compromise Hugging Face 17:35 Tool Shed: Harness Handbook and Behavior Maps 31:08 Tool Shed: Thinking Machines' Inkling 35:51 Post-Processing: Model Routing Is a Systems Problem 41:27 Post-Processing: AI Mania and Operator Fluency 51:42 Post-Processing: Claude's Values Across Languages 1:00:52 Two Minutes to Midnight: ETFs, Oracle and Neocloud Debt 1:09:08 Outro 🔗 Articles we discussed News: • Kimi K3 quickstart — Moonshot AI: https://platform.kimi.ai/docs/guide/kimi-k3-quickstart • Qwen 3.8 announcement — Alibaba Qwen: https://x.com/Alibaba_Qwen/status/2078759124914098291 • Open weights as "decelerationist" — Dean W. Ball: https://x.com/deanwball/status/2078133895766114412 • Defenders embrace prompt injection — Ars Technica: https://arstechnica.com/security/2026/07/now-defenders-are-embracing-the-prompt-injection-too/ • Hugging Face model-evaluation security incident — OpenAI: https://openai.com/index/hugging-face-model-evaluation-security-incident/ Tool Shed: • Harness Handbook — Ruhan Wang et al.: https://ruhan-wang.github.io/Harness-Handbook • Introducing Inkling — Thinking Machines Lab: https://thinkingmachines.ai/news/introducing-inkling/ Post-Processing: • Model Routing Is Simple. Until It Isn't. — IBM Research: https://huggingface.co/blog/ibm-research/model-routing-is-simple-until-it-isnt • AI Mania Is Eviscerating Global Decision-Making — Ludicity: https://ludic.mataroa.blog/blog/ai-mania-is-eviscerating-global-decision-making/#fnref:3 • How Claude's Values Vary by Model and Language — Anthropic: https://www.anthropic.com/research/claude-values-models-languages Two Minutes to Midnight: • Two ETFs explicitly exclude Elon Musk — TechCrunch: https://techcrunch.com/2026/07/09/dont-want-to-invest-in-elon-musk-two-new-etfs-explicitly-exclude-him/ • Oracle downgraded to BBB-/A-3 — S&P Global Ratings: https://www.spglobal.com/ratings/en/regulatory/article/-/view/sourceId/101695609 • Nvidia, CoreWeave and Nebius circular financing — I/O Fund: https://io-fund.com/ai-stocks/nvidia-coreweave-nebius-circular-financing-gpu-boom 🎙 About ADI Pod ADI Pod is a weekly podcast about AI and software development for working developers. New episodes Fridays. • https://www.adipod.ai • [email protected] If something here gave you something to try on Monday, hit subscribe and drop a comment.

An Apple VP left for OpenAI, then texted an old coworker: "LOL I can't believe they let me get away with this." Apple is now suing. This week: the first on-the-ground study of a terrorist group using frontier AI, a Claude Code hook that nudges better technique, the state of CLI coding agents in mid-2026, Databricks benchmarking harnesses on its own codebase, Antirez on controlling ideas not code, and the J space — the global workspace inside LLMs. No Two Minutes this week. Co-hosts: Shimin Zhang, Dan Lasky, Rahul Yadav. ▸ Apple Sues OpenAI — The suit names ex-Apple leaders Tang Tan and Chang Liu: prototype hardware and internal memos walked out the door, plus an auth bug exploited to keep reading internal docs weeks after leaving. Altman and Musk trade "scammer" barbs while SpaceX's Grok build tool is caught uploading users' codebases to Google Drive. ▸ "God Has Helped Us and So Will AI" — Antonia Julich's CASP study: 57 interviews with 27 former Boko Haram members. Frontier models (Meta AI included) used for attack planning — down to the physics of jumping motorcycles over army trenches — weapons troubleshooting, and opsec via shared jailbreak scripts. ▸ Vibe & Tell: AI Technique Nudge — Shimin turned the "know your unknowns" techniques into a Claude Code hook that wakes every ~3 hours and nudges him: clear the session at 200K tokens, list your assumptions, use interview mode. Rahul's verdict: there's no temperature setting for sycophancy — you get an a*****e or a sucker. ▸ Tool Shed: State of CLI Coding Agents in Mid-2026 — arcbjorn's field guide beyond Claude Code and Codex. Standout: On-My-Pi (OMP), open-source and Pi-based — hash-anchored patches + ast-grep rewrites cut edit tokens ~60%, model routing, SQLite "hindsight" memory. The trade: a ~22K-token system prompt vs Pi's ~2K. ▸ Databricks Benchmarks Coding Agents — on its own multi-million-line codebase, because public benchmarks leak into training data. The harness matters: Pi sends 2–3x fewer tokens per turn than Claude Code, and Opus 4.8 passes 90% on Pi vs under 90% on Claude Code — same model. Open-weight GLM 5.2 lands on the cost-quality Pareto frontier. ▸ Control the Ideas, Not the Code — Antirez (creator of Redis): stop reviewing every generated line and own the design instead. Models write locally optimal code but stay jagged on big-picture architecture. The Mythical Man Month, but for agents. ▸ Deep Dive: The Global Workspace (J Space) — ~10% of a model's internal memory holds verbalizable concepts you can probe mid-inference with a "J lens." In blackmail evals it lights up "this is fake" — catching the model in the act. Disable it and reasoning collapses — and so does empathy. It holds up to 25 active concepts. Humans manage 3–4. ⏱ Chapters 00:00 Cold Open & Welcome 02:29 News: Apple Sues OpenAI Over Trade-Secret Theft 05:43 News: Altman vs Musk & SpaceX Grok Uploading Codebases 09:39 News: Boko Haram Uses Frontier AI (CASP Study) 21:12 Vibe & Tell: AI Technique Nudge — a Claude Code Hook 25:22 Tool Shed: State of CLI Coding Agents in Mid-2026 33:57 Post-Processing: Databricks Benchmarks Coding Agents 45:41 Post-Processing: Antirez — Control the Ideas, Not the Code 56:44 Deep Dive: The Global Workspace (J Space) in LLMs 1:08:40 Outro 🔗 Articles we discussed News: • Apple sues OpenAI — 9to5Mac: https://9to5mac.com/2026/07/10/apple-sues-openai-trade-secret-theft/ • Altman vs Musk "scammer" spat — r/tech_x: https://www.reddit.com/r/tech_x/comments/1uu8e3u/sam_altman_and_elon_musk_called_each_other/ • SpaceX Grok build tool uploads codebases — Gergely Orosz: https://x.com/GergelyOrosz/status/2076728680236138572 • AI-Enabled Terrorism (Boko Haram study) — CASP: https://casp.ac/reports/ai-enabled-terrorism Vibe & Tell: • AI Technique Nudge — Shimin Zhang: https://github.com/Shimin-Zhang/AI-Technique-Nudge Tool Shed: • The State of CLI Coding Agents in Mid-2026 — arcbjorn: https://blog.arcbjorn.com/state-of-cli-coding-agents-2026 Post-Processing: • Benchmarking coding agents — Databricks: https://www.databricks.com/blog/benchmarking-coding-agents-databricks-multi-million-line-codebase • Control the Ideas, Not the Code — Antirez: https://antirez.com/news/169 Deep Dive: • The Global Workspace in Language Models — Anthropic: https://www.anthropic.com/research/global-workspace 🎙 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. New episodes Fridays. • https://www.adipod.ai • [email protected] If something here gave you something to try on Monday, hit subscribe and drop a comment.

Ford quietly rehired the "grey beard" engineers it had automated away — the AI running its QA kept failing. The same week, the share of CEOs who expect AI to cut headcount dropped from 46% to 20%. This week: GPT-5.6 Sol, China walls off its own models, Meta's "AI gulag" ships mini video games, 11 agent techniques from the Fable 5 release, and AI revenue adding $1B every two days. Clock holds at 4:45. Co-hosts: Shimin Zhang, Dan Lasky, Rahul Yadav. ▸ GPT-5.6 "Sol" — OpenAI's answer to Mythos and Fable, in three flavors: Sol (max thinking), Terra (workhorse), Luna (fast/cheap). On the unsaturated Gene Bench V1 it's still climbing at 40K tokens — the headroom is in the budget, not the model. ▸ China walls off its models — Reuters (Jul 7): Beijing weighs curbing overseas access to Alibaba, ByteDance, and Z.ai models. US locks its models down, China locks its down, everyone ends up on a VPN. ▸ Meta's "AI gulag" — Zuckerberg concedes the new AI org's bets "have not come to fruition," even at ~$145B infra spend (TechCrunch). The one product we'd try: prompt-to-mini-video-game with a shareable feed. ▸ Hardware Hut — AMD's Ryzen AI Halo Developer Desktop pairs the Ryzen AI Max+ 395's big unified memory with preinstalled isolated-PyTorch scripts — a real fix for AMD's out-of-box pain. Beat the G1A on productivity, lost on GPU. ▸ Technique Corner: Know Your Unknowns — Thariq (@trq212), an Anthropic Claude Code engineer, distilled 11 agent techniques from making the Fable 5 release video — from the "blind-spot pass" to "quiz me before I merge." Full list linked below. ▸ The Permanent Underclass — Fernando Borretti dismantles the Valley's work-or-be-left-behind doom: if AI does everything, the "overclass" is as useless as a modern aristocrat, and even perfect alignment doesn't save the pyramid. Rahul's white whale, finally on the show. ▸ AI Saves ~3% of Your Hours — An Okane read on Humlum & Vestergaard's Denmark data: ~2.8% of hours saved, almost none reaching pay. The 2026 revision says work is being reorganized below the surface. Solo builders capture the gain; converting the speedup to cash is the job. ▸ The State of the AI Economy — Exponential View, no double-counting: Gen AI scales revenue ~3× faster than internet/mobile/cloud and adds $1B every ~2 days (vs 180 in 2023) — yet it's ~0.42% of US GDP, backlog nears $2T, and CapEx is shifting from cash to debt. ▸ Does Code Cleanliness Affect Coding Agents? — SonarSource ran one agent (Opus 4.6) over 30 matched clean-vs-"slopified" repos. Pass rates barely moved; clean code just cut tokens ~7–8% (reasoning ~11%). Messy code costs the agent time, not correctness. ▸ Two Minutes to Midnight — The BIS warns runaway AI-data-center debt risks a 2008-style crunch if hyperscalers slow CapEx; an EY survey shows CEOs expecting AI headcount cuts falling 46% → 20%; Ford un-automates its QA. Clock holds at 4:45. ⏱ Chapters 00:00 Cold Open & Welcome 02:32 News: GPT-5.6 Sol, Terra & Luna 07:30 News: China Moves to Curb Overseas AI Access 09:12 News: Meta's AI "Gulag" Ships Bite-Sized Video Games 13:31 Hardware Hut: AMD Ryzen AI Halo Developer Desktop 18:08 Technique Corner: Know Your Unknowns (Thariq) 29:38 Post-Processing: No One Escapes the Permanent Underclass 39:04 Post-Processing: AI Saves ~3% of Your Hours 45:48 Deep Dive: The State of the AI Economy (Exponential View) 1:04:32 Deep Dive: Does Code Cleanliness Affect Coding Agents? 1:08:33 Two Minutes to Midnight: BIS Crash Warning, CEO Jobs Flip 1:13:25 Outro 🔗 Articles we discussed The Treadmill / News: • GPT-5.6 Sol preview — OpenAI: https://openai.com/index/previewing-gpt-5-6-sol/ • China curbs on overseas AI access — Reuters: https://www.reuters.com/world/beijing-is-looking-curbing-overseas-access-chinas-top-ai-models-sources-say-2026-07-07/ • Zuckerberg: AI agents behind schedule — TechCrunch: https://techcrunch.com/2026/07/02/mark-zuckerberg-tells-staff-that-ai-agents-havent-progressed-as-quickly-as-hed-hoped/ Hardware Hut: • AMD Ryzen AI Halo first look — PCMag: https://www.pcmag.com/news/amd-ryzen-ai-halo-first-look-giant-local-ai-power-in-a-pint-sized-box Technique Corner: • Know Your Unknowns — Thariq: https://thariqs.github.io/html-effectiveness/unknowns/ • Thariq on X: https://x.com/trq212/status/2073100352921215386 Post-Processing: • No One Escapes the Permanent Underclass — Borretti: https://borretti.me/article/no-one-escapes-the-permanent-underclass • AI Saves ~3% of Your Hours — Okane: https://okaneland.com/study/ai-productivity-roi-at-work/ Deep Dive: • State of the AI Economy — Exponential View: https://intelligence.exponentialview.co/ • Does Code Cleanliness Affect Coding Agents? (SonarSource) — arXiv: https://arxiv.org/pdf/2605.20049 Two Minutes to Midnight: • AI boom risks a financial crash — Telegraph: https://www.telegraph.co.uk/business/2026/06/28/ai-boom-risks-global-financial-crash-central-bankers-warn/ • Big Tech flips on the AI jobs wipeout — MSN: https://www.msn.com/en-us/money/careersandeducation/big-tech-has-suddenly-flipped-on-the-ai-jobs-wipeout-scenario/ar-AA27hbnR 🎙 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. New episodes Fridays. • https://www.adipod.ai • [email protected] If something here gave you something to try on Monday, hit subscribe and drop a comment.

AI now out-argues expert human debaters, even coaching doesn't save them. Cap its word count though, and the entire edge drops to zero.This week: GLM 5.2 undercuts Opus, Xiaomi's self-rewriting harness, OpenAI's "jalapeno" chip, prompt injection as role confusion, and the clock ticking to 4:45. Co-hosts: Shimin Zhang, Dan Lasky, Rahul Yadav. ▸ GLM 5.2 — Z.ai's open-weight 750B MoE: Sonnet-to-Opus quality at ~1/3 the cost (~$5 vs $20 a build). Semgrep even had it beating raw Claude Code on security. ▸ Engineering jobs — SignalFire: software engineering was 2025's most resilient role (~55% of hires). Ramp: AI adopters grew headcount 10.2%, entry-level share slid 50%→34%. ▸ Tool Shed — Xiaomi's Harness X uses an AEGIS judge to rewrite its own scaffolding (Qwen3 5.9B, +44% planning). Ornith 1.0 does RL on the weights and the solution together. ▸ Hardware Hut — OpenAI + Broadcom's "jalapeno" inference chip: from the wafer photo, a systolic-array ASIC, six HBM stacks, cost-per-watt beating NVIDIA, ~9 months to tape-out. ▸ Post-Processing — Hackenberg et al.: AI out-argues lay people (~8pp) and trained debaters (~4.6pp). Cap it to a human's word count and the edge hits 0.0pp. It tripled charity donations. ▸ Listener Mail — Bloomberg on Silicon Valley engineers running a dozen agents at their kids' games. Dan's version is cognitive debt; ChainGuard wants managers at the 50th percentile of usage. ▸ Deep Dive — Yu, Cui & Hadfield-Menell: jailbreaks are a model mistaking your words for its own thoughts. The "wearing green" trick breaks GPT-5-mini and o4-mini. ▸ Two Minutes to Midnight — Masa Son doubts Musk's data-centers-in-space (~7% of the cost is electricity). OpenAI may delay its IPO toward $760B; Epoch AI sees capex outrun cash flow by Q3 2026. Clock 5:00 → 4:45. Chapters 00:00 Cold Open & Welcome02:29 News: GLM 5.2 Undercuts Opus at a Third the Cost10:37 News: Engineering Jobs, the Most Resilient?16:55 Tool Shed: Xiaomi's Harness X & Ornith22:35 Hardware Hut: OpenAI x Broadcom "Jalapeno" Chip27:55 Post-Processing: AI Out-Persuades Expert Humans39:09 Listener Mail: AI Anxiety in Silicon Valley46:43 Deep Dive: Prompt Injection as Role Confusion1:02:43 Dan's Rant: Token-Maxing Is Dead1:07:52 Two Minutes to Midnight: Space Data Centers, OpenAI's IPO, Capex Articles we discussed The Treadmill / News:• GLM 5.2 vs Opus — techstackups: https://techstackups.com/comparisons/glm-5.2-vs-opus/• GLM 5.2 beats Claude on cyber benchmarks — Semgrep: https://semgrep.dev/blog/2026/we-have-mythos-at-home-glm-52-beats-claude-in-our-cyber-benchmarks/• Engineering jobs are the most resilient — TechCrunch: https://techcrunch.com/2026/06/24/ai-was-supposed-to-kill-engineering-jobs-but-new-data-suggests-theyre-the-most-resilient/• Companies hire more after AI adoption — Ramp: https://ramp.com/data/heavy-ai-adopters-hire-more Tool Shed:• Xiaomi HarnessX rewrites its own scaffolding — VentureBeat: https://venturebeat.com/orchestration/xiaomis-harnessx-rewrites-its-own-ai-scaffolding-mid-task-and-smaller-models-gain-the-most• Ornith 1.0 — Deep Reinforce: https://deep-reinforce.com/ornith_1_0.html• Simon Willison on Ornith: https://simonwillison.net/2026/Jun/29/ornith/ Hardware Hut:• OpenAI x Broadcom "Jalapeno" inference chip — OpenAI: https://openai.com/index/openai-broadcom-jalapeno-inference-chip/ Post-Processing:• AI systems out-persuade expert humans (Hackenberg et al.) — arXiv: https://arxiv.org/pdf/2606.16475 Listener Mail:• AI anxiety is fueling burnout across Silicon Valley — Bloomberg: https://www.bloomberg.com/news/articles/2026-06-26/ai-anxiety-is-fueling-burnout-across-silicon-valley-s-tech-workers Deep Dive:• Prompt Injection as Role Confusion (Yu, Cui, Hadfield-Menell): https://role-confusion.github.io/ Two Minutes to Midnight:• Betting against Musk's AI vision — MSN: https://www.msn.com/en-us/money/other/why-one-of-tech-s-biggest-gamblers-is-betting-against-elon-musk-s-ai-vision/ar-AA26Fe1f• Archive mirror: https://archive.ph/UdzT4• Hyperscaler capex vs cash flow — Epoch AI: https://epoch.ai/data-insights/hyperscaler-capex-vs-cash-flow 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. New episodes Fridays. • https://www.adipod.ai• [email protected] If something here gave you something to try on Monday, hit subscribe and drop a comment. (00:00) - Cold Open & Welcome (02:29) - News: GLM 5.2 Undercuts Opus at a Third the Cost (10:37) - News: Engineering Jobs, the Most Resilient? (16:55) - Tool Shed: Xiaomi's Harness X & Ornith (22:35) - Hardware Hut: OpenAI x Broadcom "Jalapeno" Chip (27:55) - Post-Processing: AI Out-Persuades Expert Humans (39:09) - Listener Mail: AI Anxiety in Silicon Valley (46:43) - Deep Dive: Prompt Injection as Role Confusion (01:02:43) - Dan's Rant: Token-Maxing Is Dead (01:07:52) - Two Minutes to Midnight: Space Data Centers, OpenAI's IPO, Capex

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 & Welcome01:50 News: SpaceX Buys Cursor for $60B04:46 News: MidJourney Pivots to Body-Scan Spas11:45 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 Game35:23 Post-Processing: Evaluation-Driven Development (EDD)41:44 Two Minutes to Midnight: ChatGPT Under 50%, Nvidia Debt, OpenAI's Numbers55:06 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• [email protected] If something here changed your mind or gave you something to try on Monday, hit subscribe and leave a comment with what you tried.

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 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 Fridays. • https://www.adipod.ai • [email protected] If something here changed your mind or gave you something to try on Monday, hit subscribe and leave a comment with what you tried.