Artificial Developer Intelligence
This week on ADI Pod: Mira Murati's Thinking Machines ships its first product (interaction models), Meta employees fight the mouse-tracking program with flyers, and the Palantir-coined "forward deployed engineer" job title quietly takes over the post-AI engineering org chart. Our sit-down is with Dr. David Noel Ng (https://dnhkng.github.io/) — author of the LLM Neuroanatomy series we covered a few weeks back. He explains why he watched action potentials race down rat neurons at 10,000 fps before getting into LLM interpretability. Dan runs DeepSeek-V4 Flash on a 128 GB Ryzen 395 Max box and vibe-codes an ESP32 home dashboard in C. Deep dive on a paper asking whether AI should obey what you say or what you actually do. And in Two Minutes to Midnight: Cerebras pops 108% on IPO day, Anthropic passes OpenAI on Ramp business data, and we read Andy Hall on the politics of jobless prosperity. Clock stays at 6 minutes. Co-hosts: Shimin Zhang, Dan Lasky, Rahul Yadav. ▸ Interaction Models — Thinking Machines' first product. A small Qwen 3.5–class "interaction model" runs the UI; a background model handles the heavy lift. They credit the pattern to Qwen, not themselves. Multimodal by default, and surprisingly snappy in the demo. ▸ Meta vs. its own employees — Meta posted flyers around its offices reading "don't want to work at the employee data extraction factory?" after announcing it would record keystrokes, mouse movements, and screens to train internal AI. Last episode's "Model Capability Initiative" story got worse. ▸ Here Comes Forward Deployed Everybody (Scott Werner / works on my machine) — Salesforce moves to an API-only data model. Palantir's "forward deployed engineer" title (originally called "delta") becomes the new pit-crew role across every department. We argue Jevons paradox vs. just-rebranding-the-least-glamorous-job: 20 marketers + 5 pit crews → 30 marketers + 10 pit crews as productivity rises. ▸ Sit-down: Dr. David Noel Ng on LLM Neuroanatomy — fluorescent dyes that change color with membrane voltage, what brain-microchip interfacing taught him about feature attribution, and why interpretability deserves the same first-principles rigor as wet-lab biology. New posts coming. ▸ Vibe Intel — Dan runs Antires's specialized DeepSeek-V4 Flash fork of llama.cpp. Q2 quant on the front, full experts on the back, SSD-cached prefills, ~10 tokens/sec on a Ryzen AI Max+ 395 with 128 GB unified memory. Output peg: Sonnet 4.5-ish. Plus an ESP32 / ESPHome dashboard with a several-thousand-line vibe-coded C lambda that, against all reasonable expectation, works. ▸ Deep Dive — "Should I State or Should I Show?" (Keaton Ellis & Wanying Huang) — three AIs given the same lottery decisions: prompt-only AI hit 70% match with the human; data-only AI hit 75%; both-AI dropped to the worst of the three because it defaulted to the prompt 66% of the time when prompt and behavior conflicted. Implication: if EU AI Act transparency rules force you to honor stated preferences, you're literally picking the worst-performing model. ▸ Two Minutes to Midnight — Cerebras raises $5.5B in IPO, stock pops 108% on day one (claim: ~80× memory throughput vs comparable NVIDIA GPUs). Anthropic now holds 34.4% of Ramp-card-paying businesses, beating OpenAI for the first time. Andy Hall's "Politics of Jobless Prosperity": 2% unemployment jump is the line in the sand for political stability — opens with FDR's 1944 State of the Union. Clock held at 6 minutes; nothing this week jumped the needle. ⏱ Chapters 00:00 Cold Open & Welcome 02:08 News: Interaction Models from Thinking Machines 05:57 News: Meta Employees Protest the Mouse-Tracking Program 10:53 Post-Processing: Here Comes Forward Deployed Everybody (Scott Werner) 22:50 Sit-Down: Dr. David Noel Ng on LLM Neuroanatomy 40:05 Vibe N Tell: DeepSeek-V4 Flash at Home on a 395 Max 45:37 Vibe N tell: ESP32 Home Dashboards via Vibe Coding 48:51 Deep Dive: Should I State or Should I Show? (Ellis & Huang) 1:04:24 Two Minutes to Midnight: Cerebras IPO, Anthropic vs OpenAI, Jobless Prosperity 1:09:34 Outro 🔗 Articles we discussed News: • Interaction Models — Thinking Machines: https://thinkingmachines.ai/blog/interaction-models/ • Meta employees protest the mouse-tracking program — Engadget: https://www.engadget.com/2172212/meta-employees-are-protesting-the-companys-mouse-tracking-program/ Post-Processing: • Here Comes Forward Deployed Everybody — Scott Werner (works on my machine): https://worksonmymachine.ai/p/here-comes-forward-deployed-everybody Sit-Down — Dr. David Noel Ng: • Substack: https://dnhkng.substack.com/ • Site: https://dnhkng.github.io/ * Rest of David's home AI Lab Build Story: https://dnhkng.github.io/posts/hopper/ Deep Dive: • Should I State or Should I Show? Aligning AI with Human Preferences — Keaton Ellis & Wanying Huang (arXiv): https://arxiv.org/html/2603.29317v1 Two Minutes to Midnight: • Cerebras raises $5.5B, kicks off 2026's IPO season — TechCrunch: https://techcrunch.com/2026/05/14/cerebras-raises-5-5b-kicking-off-2026s-ipo-season-with-a-bang/ • Cerebras: Faster Tokens, Please — SemiAnalysis: https://newsletter.semianalysis.com/p/cerebras-faster-tokens-please • Anthropic now has more business customers than OpenAI (per Ramp data) — TechCrunch: https://techcrunch.com/2026/05/13/anthropic-now-has-more-business-customers-than-openai-according-to-ramp-data/ • The Politics of Jobless Prosperity — Andy Hall (Free Systems): https://freesystems.substack.com/p/the-politics-of-jobless-prosperity 🎙 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 in this episode changed your mind or gave you something to try on Monday, hit subscribe and leave a comment with what you tried. * (00:00) - Cold Open & Welcome * (02:08) - News: Interaction Models from Thinking Machines * (05:57) - News: Meta Employees Protest the Mouse-Tracking Program * (10:53) - Post-Processing: Here Comes Forward Deployed Everybody (Scott Werner) * (22:50) - Sit-Down: Dr. David Noel Ng on LLM Neuroanatomy * (40:05) - Vibe N Tell: DeepSeek-V4 Flash at Home on a 395 Max * (45:37) - Vibe N tell: ESP32 Home Dashboards via Vibe Coding * (48:51) - Deep Dive: Should I State or Should I Show? (Ellis & Huang) * (01:04:24) - Two Minutes to Midnight: Cerebras IPO, Anthropic vs OpenAI, Jobless Prosperity * (01:09:34) - Outro
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