Artificial Developer Intelligence

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 & 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
1:02:43 Dan's Rant: Token-Maxing Is Dead
1:07:52 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
• humans@adipod.ai
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 & Welcome
01:50 News: SpaceX Buys Cursor for $60B
04:46 News: MidJourney Pivots to Body-Scan Spas
11:45 Tool Shed: Hermes Agent (Nous Research)
19:54 Post-Processing: Is AI Ruining Our Skills? (Nature)
27:13 Post-Processing: Claude Code Is a Video Game
35:23 Post-Processing: Evaluation-Driven Development (EDD)
41:44 Two Minutes to Midnight: ChatGPT Under 50%, Nvidia Debt, OpenAI's Numbers
55:06 Outro
🔗 Articles we discussed
News:
• SpaceX to acquire Cursor — CNBC: https://www.cnbc.com/2026/06/16/spacex-spcx-cursor-acquisition-ipo.html
• MidJourney's medical pivot — MidJourney: https://www.midjourney.com/medical/blogpost
Tool Shed:
• Hermes Agent docs — Nous Research: https://hermes-agent.nousresearch.com/docs/
Post-Processing:
• Is AI ruining our skills? Early results are in — Nature: https://www.nature.com/articles/d41586-026-01947-1
• Claude Code is a video game — Provi.me: https://provi.me/cc-like-video-games
• How Evaluation-Driven Development (EDD) works — Decoding AI (Paul Easton & Alejandro Aboy): https://www.decodingai.com/p/5b766861-0001-494f-a37f-4d4eb104dcfa
Two Minutes to Midnight:
• ChatGPT's market share slips below 50% for the first time — TechCrunch: https://techcrunch.com/2026/06/16/chatgpts-market-share-slips-below-50-for-first-time/
• Nvidia seeks to raise over $25B in first bond deal since 2021 — Ars Technica: https://arstechnica.com/ai/2026/06/chipmaker-nvidia-seeks-to-raise-over-25b-in-first-bond-deal-since-2021/
• Exclusive: OpenAI's financials — Where's Your Ed At (Ed Zitron): https://www.wheresyoured.at/exclusive-openai-financials/
🎙 About ADI Pod
ADI Pod (Artificial Developer Intelligence) is a weekly podcast about AI and software development for working developers. We go through hundreds of links and dozens of newsletters each week so you don't have to. Hosts: Shimin Zhang, Dan Lasky, Rahul Yadav. New episodes Tuesdays.
• https://www.adipod.ai
• humans@adipod.ai
If something here changed your mind or gave you something to try on Monday, hit subscribe and leave a comment with what you tried.

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
• humans@adipod.ai

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

"I think this is the first time ever where the user has no control over which model you're actually using." — Shimin on Fable 5's safety fallback, which answers blocked questions with Opus 4.8 instead.
This week on ADI Pod: Anthropic ships Fable 5 and Mythos 5, hackers sweet-talk Meta's AI support bot into handing over Instagram accounts (including Obama's), interpretability opens up the black box, Chris Roth's Future of Agents, and Shimin demos Inhabited Design. Rahul's back; the clock moves to 5:20.
▸ Fable 5 & Mythos 5 (Anthropic) — mostly incremental benchmarks, a step change in spatial reasoning (Blueprint Bench 2), scales cleanly with thinking tokens where Opus 4.8 zigzags, and it beats Pokémon FireRed on vision alone. Fable 5's safety classifier blocks cybersecurity and biohazard prompts and answers with Opus 4.8 instead; Mythos 5 stays unguarded for the Project Glasswing cohort. Subscription access ends June 22, then usage-based pricing only.
▸ The Meta AI Hack (Krebs on Security) — the recipe spread on Telegram from May 31: VPN exit near the target's hometown, then ask Meta's AI support assistant to send reset codes to your new email. It complies. Pro-Iranian hackers defaced the Obama White House Instagram and a Space Force account. Why does a support bot hold elevated permissions to replace a boring form? Red teams will make bank.
▸ LLMs Are Not the Black Box You Were Promised (Jay Hack) — on Anthropic's "On the Biology of a Large Language Model." Circuit tracing with a sparse replacement model — one neuron per concept — shows features firing in sequence: Dallas, then Texas, then Austin. Models plan rhymes ahead of the line, and they confabulate how they do math. Shimin: metacognition may be the durable human advantage.
▸ The Future of Agents (Chris Roth) — personal agents, bring-your-own-agent trust boundaries, super apps as agent clients, open standards (MCP, A2A, AG-UI), enterprise open source, generative UI. The hosts push back: code is cheap enough that adapters kill any standard's network effects. Shimin migrated his Pi-agent skills to Claude Code with one prompt. There is no AI moat.
▸ Vibe and Tell: Inhabited Design — Shimin's open-source skill for escaping RLHF attractor states (the same stock ticker and Bloomberg yellow on every finance landing page). Verbalized sampling plus intent-factored generation: sample uniformly over designer, typography, and inspiration, then run two convergence loops. Dan's verdict: "it still feels like a human designer did it."
▸ Two Minutes to Midnight — Google will pay SpaceX $920M a month for compute at xAI data centers; Google already owns a chunk of SpaceX. The S&P 500 won't bend its rules for SpaceX and OpenAI fast-track inclusion. Alphabet upsizes its equity raise to $84.75B against roughly $190B in 2026 capex. Founders Fund's $20M SpaceX check from 2008 is now worth $26–52B. Clock: 5:30 → 5:20.
⏱ Chapters
00:00 Welcome & Rundown
01:20 News Threadmill: Fable 5 & Mythos 5 Launch
10:59 News Threadmill: The Meta AI Support Bot Hack
18:39 Post Processing: LLMs Are Not the Black Box You Were Promised
28:15 Post Processing: The Future of Agents
51:22 Vibe and Tell: Inhabited Design
57:49 Two Minutes to Midnight: SpaceX, S&P 500, Alphabet
1:07:47 Outro
🔗 Articles we discussed
News:
• Claude Fable 5 — Anthropic: https://www.anthropic.com/claude/fable
• Hackers Used Meta's AI Support Bot to Seize Instagram Accounts — Krebs on Security: https://krebsonsecurity.com/2026/06/hackers-used-metas-ai-support-bot-to-seize-instagram-accounts/
Post Processing:
• LLMs are not the Black Box you were promised — Jay Hack: https://www.jay.ai/blog/llms-are-not-a-black-box
• The Future of Agents — Chris Roth: https://cjroth.com/blog/2026-06-03-future-of-agents
Vibe and Tell:
• Inhabited Design — Shimin Zhang (Wolf Peach Labs): https://wolfpeachlabs.com/inhabited-design/
Two Minutes to Midnight:
• Google to pay SpaceX $920M a month for xAI compute — CNBC: https://www.cnbc.com/2026/06/05/google-to-pay-spacex-920-million-a-month-for-xai-compute-capacity.html
• S&P 500 blocks fast SpaceX entry — Ars Technica: https://arstechnica.com/tech-policy/2026/06/sp-500-blocks-fast-spacex-entry-wont-waive-rule-for-unprofitable-ai-firms/
• Alphabet to raise $84.75B in upsized equity offering — Reuters: https://www.reuters.com/legal/transactional/alphabet-raise-8475-billion-upsized-equity-offering-fund-ai-ambitions-2026-06-03/
🎙 About ADI Pod
ADI Pod (Artificial Developer Intelligence) is a weekly podcast about AI and software development for working developers. We read hundreds of links and newsletters each week so you don't have to. Hosts: Shimin Zhang, Dan Lasky, Rahul Yadav. New episodes Tuesdays.
• https://www.adipod.ai
• humans@adipod.ai
If this gave you something to try on Monday, subscribe and tell us.

(00:00) - Welcome & Rundown

(01:20) - News Threadmill: Fable 5 & Mythos 5 Launch

(10:59) - News Threadmill: The Meta AI Support Bot Hack

(18:39) - Post Processing: LLMs Are Not the Black Box You Were Promised

(28:15) - Post Processing: The Future of Agents

(51:22) - Vibe and Tell: Inhabited Design

(57:49) - Two Minutes to Midnight: SpaceX, S&P 500, Alphabet

(01:07:47) - Outro

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

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

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

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

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

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

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

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

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

⏱ Chapters
00:00 Cold Open & Welcome
02:09 News: Claude Opus 4.8 & the Dynamic Workflow Tool
08:27 News: Pope Leo XIV's AI Encyclical
14:17 ToolShed: I Read the Claude Code Source Code
22:10 Technique Corner: Do Your AI Skills Actually Fire?
29:15 Post Processing: Is This Sustainable? (Senior Eng in the AI Age)
35:30 Post Processing: The Dead Economy Theory
42:12 Two Minutes to Midnight: SpaceX's S-1 & the $26.5T "AI" TAM
45:50 Two Minutes to Midnight: Anthropic Overtakes OpenAI
53:35 Outro

🔗 Articles we discussed

News:
• Anthropic releases Opus 4.8 with new dynamic workflow tool — TechCrunch: https://techcrunch.com/2026/05/28/anthropic-releases-opus-4-8-with-new-dynamic-workflow-tool/
• Magnifica Humanitas (encyclical on AI) — Pope Leo XIV / Vatican: https://www.vatican.va/content/leo-xiv/en/encyclicals/documents/20260515-magnifica-humanitas.html
• I Read the Claude Code Source Code — Building Better: https://buildingbetter.tech/p/i-read-the-claude-code-source-code

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

Post Processing:
• Is This Sustainable? — Jamie Hurst: https://jamiehurst.co.uk/2026-05-24_ai-sustainable
• The Dead Economy Theory — Owen McGrann: https://www.owenmcgrann.com/p/the-dead-economy-theory

Two Minutes to Midnight:
• SpaceX (Space Exploration Technologies) Form S-1 — SEC EDGAR: https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm
• Anthropic surpasses OpenAI to become world's most valuable AI startup — Qazinform: https://qazinform.com/news/anthropic-surpasses-openai-to-become-worlds-most-valuable-ai-startup

🎙 About ADI Pod

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

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

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

(00:00) - Cold Open & Welcome

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

(08:27) - News: Pope Leo XIV's AI Encyclical

(14:17) - News / Tool Shed: I Read the Claude Code Source Code

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

(29:15) - Post Processing: Is This Sustainable?

(35:30) - Post Processing: The Dead Economy Theory

(42:12) - Two Minutes to Midnight: SpaceX's S-1

(45:50) - Two Minutes to Midnight: Anthropic Overtakes OpenAI

(53:35) - Outro