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.

  2. Jun 23

    Ep 11: The World Cup Is Secretly Run by AI

    Last week the US government gave Anthropic's best model a 72-hour public life, then switched it off for every foreign national on earth. This week, three Chinese labs shipped models that beat almost everything in the open, handed over the weights, and charged a tenth of the price. We figure out which of those two plays ends with the whole world building on your stack. Welcome to Human In the Loop, a weekly podcast where two builders cut through the AI hype cycle. No breathless hype. No doomerism. No surface-level recaps. This week: SIGNAL OR NOISE • FIFA is running the 2026 World Cup on AI. An Intelligent Command Center in Miami, Football AI Pro built with Lenovo on FIFA's own Football Language Model and handed to all 48 teams, 1,248 player avatars from one-second scans, and Gemini drawing up tactics for Argentina, Brazil, and France. The biggest live multi-model AI deployment on earth. • China's open-weight wave. Z.ai's GLM-5.2 and Moonshot's Kimi K2.7 Code land with open weights and million-token windows, and Chinese labs now hold four of the top five open-weight spots at a fraction of Western pricing. • Anthropic's Fable 5 and Mythos 5 are still dark a week after the US export ban, with no end date and a public defense from Anthropic. • Noam Shazeer, co-author of the transformer paper, leaves Google for OpenAI two years after a reported $2.7B deal brought him back. SHIP IT OR SKIP IT Two real ideas, steelman versus pushback, no fence-sitting. • An AI governance layer that keeps employee agents in their lane • Vertical AI harnesses for one trade, like marketing or video Closing hot takes: → Oscar: The most important AI lab of 2026 might not be American, and most US builders are too proud to notice. → Matt: A free model is only free if you own the GPUs, the ops team, and the eval harness to babysit it. Your hosts: • Oscar Gallo, AI Engineer and Entrepreneur. Builds AI products, ships code, runs companies. • Matt Wozniak, Builder, operator, relentless executor. Builds, ships, scales. Sources and full show notes are in the episode folder. Subscribe for a new episode every week. Comment with the AI term you keep hearing in meetings that nobody can actually define, and we will take it on next week. #AI #WorldCup #FIFA #China #OpenWeights #Kimi #Anthropic #OpenAI #VerticalAI #AIAgents #AIGovernance #HumanInTheLoop

  3. Jun 16

    Ep 10: Anthropic's Best Model Banned in 72 Hours

    Anthropic shipped the most powerful public AI ever on June 9. Three days later the US government made them pull it from every foreign national on earth, including their own engineers. This is Human In the Loop, a weekly podcast where two builders cut through the AI hype cycle. No hype. No doomerism. No filler. SIGNAL OR NOISE - Anthropic releases Fable 5 and Mythos 5 at half the old frontier price, five days after calling for a global AI pause - The Trump administration puts both models under export controls after a Mythos jailbreak, and Anthropic disables access worldwide to comply - OpenAI files confidentially for its IPO at a reported $730 to $850 billion, a week after Anthropic filed at $965 billion - OpenAI lands inside Oracle Universal Credits, killing the enterprise procurement blocker STACK CHECK: AI AGENTS IN PRODUCTION The three layers to run an agent unattended. - Claude Agent SDK, the agent loop you do not have to write - LangGraph plus LangSmith, orchestration you can audit - Temporal, durable execution so a crash is not a restart HOT TAKES Oscar: The Mythos ban is the best thing that ever happened to open weights. A closed model is one the government can switch off on a Friday. Matt: Everyone watched the model and missed the money. OpenAI spent the week removing every reason a CFO can say no. Hosts: Oscar Gallo (AI Engineer and Entrepreneur) and Matt Wozniak (Builder and Operator). New episodes every week. Every fifth episode is a guest deep-dive.

About

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.