EP 13Jul 7, 2026 · 73 minShip It or Skip It
Meta spent so much on AI that it may have backed into becoming a cloud company. Smart move, or capex panic? We make the call.
Welcome to Human In the Loop, a weekly podcast where two builders talk about what matters in AI. No hype. No doomerism. No recaps for the sake of recaps.
Signal or Noise
The week’s AI headlines, filtered.
- SIGNALMeta building a cloud business for excess AI compute
- SIGNALOpenAI reportedly proposing to give 5% equity to a U.S. sovereign wealth fund
- SIGNALClaude Sonnet 5 shipping across Claude, Claude Code, and the Claude Platform, which we call noise until it changes builder behavior
- SIGNALTogether AI raising $800M for open-source AI infrastructure
- SIGNALClaude Science launching as a research workbench
Ship It or Skip It
we debate two AI business ideas.
Meta Compute broker for AI teams
Back-office agent for small law and accounting firms
Hot takes
Two opinions, no disclaimers.
Oscar“The model race is becoming an infrastructure race again.”
Matt“Most AI workbench products are selling relief from tool chaos.”