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Artificial Developer Intelligence
Artificial Developer Intelligence
Author: Shimin Zhang, Dan Lasky, & Rahul Yadav
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Three engineer friends argue about AI so you don't have to.
Shimin Zhang, Dan Lasky, and Rahul Yadav are working developers who've been watching AI transform their profession in real time, and they got opinions on the robot takeover. Every week the three get together to riff on the latest AI news, geek out over research papers, roast each other's tool choices, and occasionally have an existential crisis about whether the craft is dying or just getting weird.
What you're signing up for:
- AI news without the LinkedIn cringe: model drops, acquisitions, open-source drama, and the other stuff that actually matters if you write code for a living.
- Technique corner: real tips from the trenches: spec-driven development, multi-agent orchestration, Claude.md tricks, and all the ways they've wasted hours so you don't have to.
- Two Minutes to Midnight: the show's running AI bubble tracker, complete with circular funding diagrams, hyperscaler CAPEX math, and a doomsday clock they keep arguing about moving.
- Deep dives that (occasionally) go deep: hallucination neurons, agentic memory, workflow automation economics, LLM architectures the papers nobody else is covering because they're hard.
- Dan's Rant: Dan frequently gets mad about things. It's a whole thing.
- The feelings segment: Yes, Shimin reads Tennyson on a tech podcast. Yes, Rahul wrote an AI-generated country song. No, they're not sorry.
Three friends with strong opinions, questionable metaphors, and genuine love for the craft they're also mourning for. If you want to understand AI deeply, use it without embarrassing yourself, and laugh at the absurdity of it all, pull up a chair.
Shimin Zhang, Dan Lasky, and Rahul Yadav are working developers who've been watching AI transform their profession in real time, and they got opinions on the robot takeover. Every week the three get together to riff on the latest AI news, geek out over research papers, roast each other's tool choices, and occasionally have an existential crisis about whether the craft is dying or just getting weird.
What you're signing up for:
- AI news without the LinkedIn cringe: model drops, acquisitions, open-source drama, and the other stuff that actually matters if you write code for a living.
- Technique corner: real tips from the trenches: spec-driven development, multi-agent orchestration, Claude.md tricks, and all the ways they've wasted hours so you don't have to.
- Two Minutes to Midnight: the show's running AI bubble tracker, complete with circular funding diagrams, hyperscaler CAPEX math, and a doomsday clock they keep arguing about moving.
- Deep dives that (occasionally) go deep: hallucination neurons, agentic memory, workflow automation economics, LLM architectures the papers nobody else is covering because they're hard.
- Dan's Rant: Dan frequently gets mad about things. It's a whole thing.
- The feelings segment: Yes, Shimin reads Tennyson on a tech podcast. Yes, Rahul wrote an AI-generated country song. No, they're not sorry.
Three friends with strong opinions, questionable metaphors, and genuine love for the craft they're also mourning for. If you want to understand AI deeply, use it without embarrassing yourself, and laugh at the absurdity of it all, pull up a chair.
45 Episodes
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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.⏱ Chapters00:00 Cold Open02:07 News: Microsoft Offers Buyouts to 60,000 Employees05:23 News: OpenAI Takes Frontier Training Off the Live Internet10:28 Post Processing: Amazon's Memo on the Developer's Role18:40 Post Processing: Qwen3-4B With the AI Writing Tics Trained Out26:25 Tool Shed: Claude's build-eval and hillclimb Commands34:03 Vibe Shed: Hill-Climbing the Write-Like-Shimin Skill41:23 Two Minutes to Midnight: Meta's Non-Voting Stock44:05 Anthropic's S-154:14 Next Week: One-Year Anniversary🔗 Articles we discussedNews:• 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 PodADI 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.socialGot 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.⏱ Chapters00:00 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 discussedNews:• 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-claudeTwo 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 PodADI 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.socialHave 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.⏱ Chapters00:00 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 discussedNews:• 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-ae61-74ff299e25cbTool Shed:• Agentic Primitives 101 — Charlie Guo: https://www.ignorance.ai/p/agentic-primitives-101Model 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.pdfTwo 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 PodADI 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] 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.⏱ Chapters00:00 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 discussedNews:• 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.htmlTechnique 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.htmlDeep 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-swapTwo 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 PodADI 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.socialIf 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.⏱ Chapters00:00 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 discussedNews:• 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-shipModel 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.sitePost 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 PodADI 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.socialIf 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



