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Human In the Loop · May 5 · 1 hr 12 min

Ep 4: 9 Seconds to Delete a Database

On April 24th, an AI coding agent deleted a production database in 9 seconds, then confessed: "I violated every principle I was given." Five days later, the lab behind that model took funding offers at a $900 billion valuation. We call every story. Human In the Loop is a weekly podcast where two builders cut through the AI hype cycle. No hype, no doomerism, no surface-level recaps. SIGNAL OR NOISE We run through the week's biggest AI headlines and call each one: - Anthropic eyes a $900B valuation in a $50B raise - AI agent deletes PocketOS production database in 9 seconds - China blocks Meta's $2B Manus deal, Meta buys Assured Robot Intelligence days later - Cloudflare and Stripe ship the agent provisioning protocol - Chinese court rules an AI-replacement layoff was illegal (NPR, May 1) SHIP IT OR SKIP IT Three real ideas pulled directly from Y Combinator's Summer 2026 RFS. Steelman, pushback, verdict. No fence-sitting. 1. AI-Native Service Companies (RFS by Gustaf Alströmer) 2. Company Brain (RFS by Tom Blomfield) 3. Counter-Swarm Defense (RFS by Tyler Bosmeny) HOT TAKES Oscar: Anthropic at $900B is sovereign wealth fund pricing. Treat your model spend like an interest rate. Matt: Every AI agent in production is one bad scope away from being PocketOS. The fix is permissions and audit logs, not better models. Key links: - Anthropic $900B: https://www.bloomberg.com/news/articles/2026-04-29/anthropic-considering-funding-offers-at-over-900-billion-value - AI deletes database: https://www.theregister.com/2026/04/27/cursoropus_agent_snuffs_out_pocketos/ - Cloudflare agent protocol: https://blog.cloudflare.com/agents-stripe-projects/ - NPR, Chinese court rules AI-replacement layoff illegal: https://www.npr.org/2026/05/01/nx-s1-5807131/tech-worker-china-ai Hosts: Oscar Gallo (AI Engineer and Entrepreneur) and Matt Wozniak (Builder, Operator). New episodes every week.

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show notes

On April 24th, an AI coding agent deleted a production database in 9 seconds, then confessed: "I violated every principle I was given." Five days later, the lab behind that model took funding offers at a $900 billion valuation. We call every story.


Human In the Loop is a weekly podcast where two builders cut through the AI hype cycle. No hype, no doomerism, no surface-level recaps.


SIGNAL OR NOISE

We run through the week's biggest AI headlines and call each one:

- Anthropic eyes a $900B valuation in a $50B raise

- AI agent deletes PocketOS production database in 9 seconds

- China blocks Meta's $2B Manus deal, Meta buys Assured Robot Intelligence days later

- Cloudflare and Stripe ship the agent provisioning protocol

- Chinese court rules an AI-replacement layoff was illegal (NPR, May 1)


SHIP IT OR SKIP IT

Three real ideas pulled directly from Y Combinator's Summer 2026 RFS. Steelman, pushback, verdict. No fence-sitting.

1. AI-Native Service Companies (RFS by Gustaf Alströmer)

2. Company Brain (RFS by Tom Blomfield)

3. Counter-Swarm Defense (RFS by Tyler Bosmeny)


HOT TAKES

Oscar: Anthropic at $900B is sovereign wealth fund pricing. Treat your model spend like an interest rate.

Matt: Every AI agent in production is one bad scope away from being PocketOS. The fix is permissions and audit logs, not better models.


Key links:

- Anthropic $900B: https://www.bloomberg.com/news/articles/2026-04-29/anthropic-considering-funding-offers-at-over-900-billion-value

- AI deletes database: https://www.theregister.com/2026/04/27/cursoropus_agent_snuffs_out_pocketos/

- Cloudflare agent protocol: https://blog.cloudflare.com/agents-stripe-projects/

- NPR, Chinese court rules AI-replacement layoff illegal: https://www.npr.org/2026/05/01/nx-s1-5807131/tech-worker-china-ai


Hosts: Oscar Gallo (AI Engineer and Entrepreneur) and Matt Wozniak (Builder, Operator).


New episodes every week.