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

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

June 9, 2026 · 51 min

About this episode

In this episode, the hosts discuss Apple's uncertain future beyond the iPhone and Google's recent developments at Google I/O.

SED News is a monthly podcast from Software Engineering Daily where hosts Gregor Vand and Sean Falconer unpack the biggest stories shaping software engineering, Silicon Valley, and the broader tech industry. In this episode, they cover Apple‘s uncertain path beyond the iPhone. They also discuss Google‘s agentic pivot at Google I/O, a surge in DuckDuckGo

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