Human In the Loop

VallySeed

A human-first AI podcast. Real talk. Unpopular opinions. No hype. Two builders — Oscar Gallo and Matt Wozniak — cut through the AI hype cycle every week. Signal or Noise filters the headlines. Rotating segments debate real ideas. New episodes weekly.

  1. Jul 7

    Ep 13: Meta Compute and the Next AI Startup Bets

    Meta may become a cloud company by accident. After spending huge sums on AI infrastructure, it is reportedly building a business to sell excess AI compute. Smart way to fund the AI race, or proof that nobody knows how to price the bill? This week on Signal or Noise: - Meta building a cloud business for excess AI compute - OpenAI reportedly proposing to give 5% equity to a U.S. sovereign wealth fund - Claude Sonnet 5 shipping with cheaper agentic execution, which we call noise until it changes builder behavior - Together AI raising $800M for open-source AI infrastructure - Claude Science launching as a research workbench Then on Ship It or Skip It: 1. Meta Compute broker for AI teams 2. Back-office agent for small law and accounting firms Oscar's closing take: the model race is becoming an infrastructure race again. Matt's closing take: most AI workbench products are selling relief from tool chaos. Sources: Meta compute: https://wmbdradio.com/2026/07/01/meta-to-sell-excess-ai-computing-capacity-via-cloud-business-bloomberg-news-reports/ Claude Sonnet 5: https://www.anthropic.com/news/claude-sonnet-5 Together AI: https://www.together.ai/blog/announcing-our-series-c Claude Science: https://www.anthropic.com/news/claude-science-ai-workbench OpenAI sovereign wealth fund proposal: https://techcrunch.com/2026/07/02/openai-proposed-donating-5-of-its-equity-to-a-us-sovereign-wealth-fund/ Hosted by Oscar Gallo and Matt Wozniak.

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A human-first AI podcast. Real talk. Unpopular opinions. No hype. Two builders — Oscar Gallo and Matt Wozniak — cut through the AI hype cycle every week. Signal or Noise filters the headlines. Rotating segments debate real ideas. New episodes weekly.