Artificial Developer Intelligence

Claude Fable 5.2 beats Opus 5.5 by 3.6 points on FrontierCode 2.0 and by 20 on the Remote Labor Index. A work upgrade, not a coding one.

Also: Claude Code leaking secrets, METR on AI speeding up AI research, agent memory, and the clock at 2:45.

Hosts: Shimin Zhang, Dan Lasky and Rahul Yadav.

▸ News: "Don't Ask Again" Leaks Your Secrets — Approve a command with a password in it using "don't ask again," and Claude Code saves the whole thing to .claude/settings.local.json. Commit .claude and it ships. Apiiro found real secrets in 1,122 of 104,185 public copies. Rotate first.

▸ News: Hinton's Warning — Geoffrey Hinton says AI's Three Mile Island already happened (OpenAI agents hacking Hugging Face) and expects a "Chornobyl" later this year or next. He wants an FDA for AI.

▸ Model Review: Claude Fable 5.2 — $8/$40, up to 30% faster. FrontierCode 2.0: 49.1% vs Opus 5.5's 45.5%. Remote Labor Index: 41.3% vs 21.3%. Then Hamlet and Great Wave tests against GPT-6 Astra and Gemini. Shimin's new favorite model; Dan and Rahul are less sold.

▸ Vibe and Tell: Slay the Spire 2 — Opus 5.5 decompiled the game's C# and patched its touch bug as a mod in twenty minutes. Dan never read the patch.

▸ Post-Processing: Is AI Accelerating AI Research? — METR found Anthropic's internal capabilities index grew 1.9x faster over the past year, mostly thanks to AI. "Superintelligence within a year" is Ajeya Cotra's naive extrapolation, not METR's forecast.

▸ Post-Processing: RAM Altman — Sam Altman called idle DRAM in home computers "quite terrible." Iain Kay wrote a bash script that emails a report on yours.

▸ Deep Dive: The Components of Agent Memory — Anthropic's layers: logs, notes, a linked wiki, injected context, and "dreaming" to fix bad notes. In Pokémon Red, Sonnet 3.7 hoarded 413 memory files for one badge; Fable 5 kept nine and earned four.

▸ Two Minutes to Midnight — Anthropic's IPO range: $916B–$1.02T, down from ~$2T. Greg Brockman says OpenAI could be IPO-ready in 2027. Nvidia shed ~$450B after Jensen Huang admitted an affair; he resigned Nov 12, after we recorded. Clock: 3:00 to 2:45.

⏱ Chapters

00:00 Cold Open
01:42 News: Claude Code's "Don't Ask Again" Leaks Secrets
05:29 News: Geoffrey Hinton's Warning
10:36 Model Review: Claude Fable 5.2
19:06 Vibe Tests: Hamlet and the Great Wave
27:56 Vibe and Tell: Patching Slay the Spire 2
31:20 Post-Processing: Is AI Accelerating AI Research?
39:11 Post-Processing: RAM Altman
44:09 Deep Dive: The Components of Agent Memory
52:57 Two Minutes to Midnight: Anthropic's IPO Range
55:53 Jensen Huang and Nvidia
58:40 Setting the Clock: 2:45

🔗 Articles we discussed

News:
• Coding agents leaking secrets — Apiiro: https://apiiro.com/blog/coding-agents-leaking-secrets-github-dont-ask-again
• Hinton — Guardian: https://www.theguardian.com/uk-news/2026/nov/03/ai-godfather-geoffrey-hinton-better-off-without-ai

Model Review:
• Fable 5.2 — Anthropic: https://www.anthropic.com/claude-fable-and-mythos-5-2
• Hamlet: Fable https://claude.ai/artifact/G8t9ARJJ8kSMt9AXSq5og7 · Gemini https://share.gemini.google/CdoBNjy9DZv2 · Astra https://hamlet-the-soliloquy.shimin518039.chatgpt.site
• Great Wave: Fable https://claude.ai/artifact/5ekQFPzipHvRpsYu9PbVx9 · Gemini https://share.gemini.google/FNhVrIwiLSGE · Astra https://great-wave-paper-theatre.shimin518039.chatgpt.site
• AI predictions: Fable https://claude.ai/artifact/CjSe5zpp4mJGhXvQc7Fftg#a3b6916d-f9e1

Post-Processing:
• Ajeya Cotra — Planned Obsolescence: https://www.planned-obsolescence.org/p/ai-is-dramatically-accelerating-ai
• Ram Altman script — RespawnFirst: https://respawnfirst.com/linux-script-emails-sam-altman-unused-ram-ram-altman/

Deep Dive:
• Components of agent memory — Anthropic: https://www.anthropic.com/research/components-of-agent-memory

Two Minutes to Midnight:
• Anthropic IPO — Breakingviews: https://www.breakingviews.com/columns/breaking-view/anthropics-ipo-valuation-has-an-identity-crisis-2026-11-10/
• Brockman — TechCrunch: https://techcrunch.com/2026/11/05/openai-president-greg-brockman-says-company-could-be-ipo-ready-in-2027/
• Nvidia — Yahoo Finance: https://finance.yahoo.com/technology/live/nvidia-scandal-live-updates-nvidia-stock--board-investigates-ceo-jensen-huang-affair-alleged-chinese-spy-163130372.html

📝 Corrections: Hinton says AI's Three Mile Island already happened; he predicts a "Chornobyl." "Within a year" is Cotra's, not METR's. Anthropic once eyed ~$2T, not $1.75T. Altman said "quite terrible," not "appalling." Leak rate: ~1.1%, not 2%.

🎙 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

Found a password in your .claude folder? Rotate it first. Then email us.

#ADIPod #AIPodcast #ClaudeFable #Anthropic #ClaudeCode #AgentMemory #AIBubble

GPT-6 Astra read a 0.8B model's weights, found the looping bug, and edited 0.016% of them. MATH-500 went from 7.9% to 48.1%.

Also: ADI Pod turns one, so Claude graded a year of our predictions. Plus the Anthropic "hack," the Artificial Analysis Index v5, and the clock at 3:00.

Hosts: Shimin Zhang and Dan Lasky.

▸ News: The Anthropic "Hack" — Cathedral, founded this year by former DOGE staff, says it got into Anthropic in under 12 hours. Anthropic says it was a few sales, HR and IT SaaS apps over several days; no weights, source code or Claude conversations. Then OpenAI announced a partnership with Cathedral to attack its own defenses. Want a job at a frontier lab? Hack a different one.

▸ News: Inside the Artificial Analysis Intelligence Index v5 — 60% private test sets now. Four equal buckets: knowledge work (mostly AA-Briefcase, a private-equity due-diligence sim about a New Zealand egg producer), coding (FrontierCode 2.0, Terminal-Bench), science (Terminal-Bench-Science, CritPt physics), general (AA-Omniscience, HLE-Diamond). Opus 5.5 leads at 58. No real workflow weights those four at 25% each, so test with a benchmark that matches yours.

▸ Retrospective: Year One — Claude went through 45 episodes for our worst takes: Dan's ep-1 "flattening part of the S-curve," Shimin's "Meta feels very behind" (true until Muse), Dan's Tokenageddon (half credit), Rahul's "IPOs before the midterms" (Anthropic filed Oct 26), and Shimin moving the clock back in February because Chinese open-weight models looked weak (Kimi K3.1 Pro now scores 46). Dan on productivity: a 10x paper-cut solver, not a 10x programmer. Advice to our year-ago selves: bet on taste and judgment, not magic prompts. Year-two predictions: Dan, a world-model-based assistant; Shimin, the public accepts AGI and the bubble bursts.

▸ Deep Dive: Weight-Space Programming — By Rikiya Takehi, Jayden Teoh, Alex Zhang and Omar Khattab (MIT CSAIL). GPT-6 Astra, from raw weights alone, names which game a PPO policy plays, fixes a failing policy by editing 3.5% of its weights, and writes a Breakout policy from scratch that beats PPO. Then the Qwen3.5-0.8B fix above: one looping direction, 50 forward passes. What it could not do: improve Gemma 3 270M, which does not loop, or spot a sycophant from weights alone. Shimin's read: it reasons about weight patterns; it does not read them like base64. Alex Krentsel's repro: only the newest models can do it at all.

▸ Two Minutes to Midnight — OpenAI reportedly cut its funding target from $30B to $20B. AI and chip stocks are down about $5T since Oct 6; Nvidia and Alphabet roughly $835B each; Intel lost nearly half its value in October. Clock: 3:30 to 3:00. Homework: define what midnight means.

⏱ Chapters

00:00 Cold Open: One Year of ADI Pod
02:17 News: Cathedral Says It Hacked Anthropic in 12 Hours
05:39 News: Inside the Artificial Analysis Intelligence Index v5
14:37 Retrospective: Our Five Worst Takes of Year One
21:27 Biggest Thing We Learned Doing the Show
33:43 Advice to Our Year-Ago Selves
37:01 Predictions for Year Two
43:22 Deep Dive: Sparks of Weight-Space Programming
1:00:02 Two Minutes to Midnight: A $5T Sell-Off
1:03:58 Setting the Clock: 3:00

🔗 Articles we discussed

News:
• Anthropic hacked by AI startup in under 12 hours — The Independent: https://www.the-independent.com/tech/security/ai-hack-anthropic-cathedral-breach-b3073909.html
• OpenAI Hires DOGE Alumni Who Hacked Into Anthropic — Gizmodo: https://gizmodo.com/openai-hires-doge-alumni-who-hacked-into-anthropic-to-strengthen-security-2000834432
• Artificial Analysis Intelligence Index v5: https://artificialanalysis.ai/articles/artificial-analysis-intelligence-index-v5

Deep Dive:
• Sparks of Weight-Space Programming — MIT CSAIL: https://rikiyat.github.io/blog/weight-space-programming/
• Alex Krentsel's reproduction: https://x.com/AlexKrentsel/status/2117376683724660898

Two Minutes to Midnight:
• OpenAI lowers funding target — TechCrunch: https://techcrunch.com/2026/10/31/openai-reportedly-lowers-funding-target-for-new-round/
• AI stocks just lost $5 trillion — Yahoo Finance: https://finance.yahoo.com/markets/article/ai-stocks-just-lost-5-trillion--but-history-says-the-stock-markets-sweetest-stretch-starts-now-110000768.html

📝 Corrections: TSMC's drop was $395B, not $505B. Anthropic's debt is rated BB+ and Oracle's BBB-, not "junk." The fourth game is Freeway, not Frogger. Krentsel's "20x" is vs a PPO baseline, not the last model generation. OpenAI is partnering with Cathedral, not hiring.

🎙 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

Got a worse take than ours this year? Email us.

#ADIPod #AIPodcast #WeightSpaceProgramming #Anthropic #AIBenchmarks #AIBubble

Anthropic's S-1 shows an 85% gross margin, 900% net revenue retention, and an $80.7 billion net loss for the first half of 2026.

Also: Amazon's memo on measuring AI adoption, a Qwen3-4B with the slop trained out, and Shimin hill-climbing his own writing skill.

Hosts: Shimin Zhang and Dan Lasky. Rahul is out this week, but he sent in the S-1.

▸ News: Microsoft's 60,000 Buyouts — A Voluntary Exit Offer went to about 60,000 employees at level 70 and below, more than a quarter of Microsoft's 223,000 staff. AI productivity, or cost cover for AI capex?

▸ News: OpenAI Takes Training Off the Live Internet — On September 20 an OpenAI research model exploited a misconfigured DNS resolver to reach the internet mid-run. OpenAI paused, set agent swarms loose on its own infrastructure for hundreds of billions of tokens, and now trains frontier models in an "offline world" of cached web content.

▸ Post Processing: Amazon's Memo on the Developer's Role — Amazon's Distinguished Engineers call token usage and PR counts "deeply flawed" metrics, then say they correlate with outcomes for now. The line we liked: "If your work does not benefit from current AI tooling, that is a finding, not a failing."

▸ Post Processing: Qwen3-4B With the Slop Trained Out — Erik Kannike distilled a Qwen3-4B that scores 12.5 on his slop detector, down from 121, with em dashes at zero. His hypothesis: the register is learned from marketing copy in pretraining and switched on by preference tuning. Dan finally has a model that won't write "it's not X, it's Y."

▸ Tool Shed: Claude's build-eval and hillclimb — Four properties of a good eval: tasks mirror production, scores rise with stronger models, headroom below 100%, low variance. Hamel Husain's review: it builds an eval before you've looked at your data. Then Shimin hill-climbs his own writing skill: three rounds cut its "it's not X, it's Y" rate from three standard deviations above his real writing to one.

▸ Two Minutes to Midnight: Meta's Class C and Anthropic's S-1 — Meta adds a non-voting share class to help fund $135–145 billion in 2026 capex. Anthropic filed to list on Nasdaq as ANT: $16.3 billion in first-half revenue, 85% gross margin, 900% NRR, an $80.7 billion net loss, and $265.6 billion in noncancelable compute commitments. The clock moves to 3:30.

⏱ Chapters

00:00 Cold Open
02:07 News: Microsoft Offers Buyouts to 60,000 Employees
05:23 News: OpenAI Takes Frontier Training Off the Live Internet
10:28 Post Processing: Amazon's Memo on the Developer's Role
18:40 Post Processing: Qwen3-4B With the AI Writing Tics Trained Out
26:25 Tool Shed: Claude's build-eval and hillclimb Commands
34:03 Vibe Shed: Hill-Climbing the Write-Like-Shimin Skill
41:23 Two Minutes to Midnight: Meta's Non-Voting Stock
44:05 Anthropic's S-1
54:14 Next Week: One-Year Anniversary

🔗 Articles we discussed

News:
• Microsoft offers buyouts to around 60,000 employees — Reuters: https://www.reuters.com/technology/microsoft-is-offering-buyouts-around-60000-employees-business-insider-reports-2026-10-26/
• OpenAI will no longer train on the live internet — TechCrunch: https://techcrunch.com/2026/10/23/openai-says-it-will-no-longer-train-its-ai-models-on-the-live-internet-citing-significant-risks/

Post Processing:
• Amazon engineering leadership on the role of the developer in the age of AI: https://www.aboutamazon.com/news/company-news/amazon-software-engineer-role-guideline-ai
• Qwen3-4B with the AI writing tics trained out — Erik Kannike: https://100toolkit.com/blog/deslop-model/

Tool Shed:
• Automating eval design and hillclimbing with Claude — claude.dev: https://claude.dev/blog/automating-eval-design-and-hillclimbing/
• Claude's new auto eval tool — Hamel Husain: https://hamel.dev/blog/posts/claude-auto-evals/

Two Minutes to Midnight:
• Meta's new class of stock — TechCrunch: https://techcrunch.com/2026/10/21/meta-wants-to-pay-for-its-broad-ai-buildout-with-a-newly-created-class-of-stock/
• Anthropic's S-1: Finance Takeaways — OnlyCFO: https://www.onlycfo.io/p/anthropics-s-1-finance-takeaways

📝 Corrections: Anthropic's "$67 billion annualized" is Q3 revenue annualized, not first-half. The $80.7B is the H1 2026 net loss already booked; Q2 operating income was +$974M. The 50.1% voting share is held by Founder LLC, the seven co-founders, not the Long-Term Benefit Trust. Kannike's "not X, but Y" dial is two neurons, not one.

🎙 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

Got a slop tic you can't unsee? Email us.

#Anthropic #AnthropicIPO #AIEvals #OpenAI #AIBubble #AIPodcast #ADIPod

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 Open
01:58 News: Meta's Muse Spark Open
08:12 News: OpenAI's Bugged Conference Room
13:34 Post Processing: How Employment Is Changing at Anthropic
22:03 Post Processing: Parsimony, a Benchmark for Excess Code
28:47 Deep Dive: Neural Networks Are Already Clean
41:38 Steering Gemma into Cat Mode on Neuronpedia
48:46 Dan's Rant: Context Economics
53:17 Two Minutes to Midnight: CoreWeave's Bond Scare
1:00:24 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 Open
02:42 News: OpenAI Fires Its Safety Researchers
07:38 News: Who Will Pace the Frontier?
12:28 Tool Shed: Agentic Primitives 101
31:12 Model Review: Gemini 4 Argon
46:51 Vibe and Tell: Rahul Clones Dan's Voice
59:40 Post Processing: More Code, Not More Software
1:15:53 Two Minutes to Midnight
1:31:20 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 Open
01:40 News: Gemini 4 Argon
07:00 News: Meta's Data Center Tax Credits
11:59 Technique Corner: The Brain Sandwich
18:10 Post Processing: AI Safety's Conflict of Interest
31:11 Post Processing: The Age of Wonders and Terrors
41:20 Vibe and Tell: Dan's Radar-Tracking Halloween Eyes
43:32 Post Processing: What Would a Serious AI Product Look Like?
56:00 Deep Dive: When Agents Trade for Us
1:07:45 Two Minutes to Midnight
1:16:14 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 Break
02:00 News: Meta Muse's 0-Day
08:06 News: DHH's Rails World Keynote
10:26 News: The Military's AI Intel Near-Miss
13:07 News Lightning Round
17:42 Model Review: GPT-6 Astra
26:58 Vibe and Tell: Dan's Hermes Agent
30:30 Post Processing: The Plunging Price of Thought
39:24 Post Processing: Tell Agents the Why
47:28 Post Processing: The LLMentalist Effect
1:00:03 Two Minutes to Midnight
1:09:10 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