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SED News: Apple’s AI Problem, The Real Business Model of AI, and Token Cost Reckoning

SED News is a monthly podcast from Software Engineering Daily where hosts Gregor Vand and Sean Falconer unpack the biggest stories shaping software engineering, Silicon Valley, and the broader tech industry.

In this episode, they cover Apple‘s uncertain path beyond the iPhone. They also discuss Google‘s agentic pivot at Google I/O, a surge in DuckDuckGo traffic following Google’s default switch to AI mode, and payroll platform Remote surpassing 300 million in ARR with flat headcount.

Gregor and Sean also dig into why consumer subscriptions don’t seem to correspond to…

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