Episodi

  • The grid(lock) slowing AI down

    The grid(lock) slowing AI down
    Apr 15 2026
    With AI moving from apps into the devices we use every day, Reid and Aria explore where the real value will be created. From Google Gemini powering hundreds of millions of devices to ChatGPT entering cars, Reid argues that distribution alone won’t decide winners but that depth of use, iteration, and personalization will. They also examine the $650B race to build AI infrastructure, the hidden bottlenecks and geopolitical risks behind it, and why U.S. capital still provides a key edge. Finally, they highlight the Trust in American Institutions Challenge and its winner as a case for how AI can help rebuild trust by making institutions more transparent and accountable.
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    28 min
  • AI’s expanding attack surface

    AI’s expanding attack surface
    Apr 8 2026
    Reid and Aria unpack the geopolitical battle over chips, from U.S. export controls to China’s push for self-sufficiency, and how the race for compute is reshaping global power. They then turn to how AI is rapidly expanding the attack surface, driving more frequent breaches and exposing new vulnerabilities deep in the software stack as speed and scale outpace traditional defenses. Finally, they explore why enterprise AI adoption has been slower and more uneven than expected, and how network effects, organizational inertia, and trust constraints are shaping the path forward. Together, these forces show how AI is not just advancing technologically, but quietly transforming the foundations of security, competition, and economic power.
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    23 min
  • Should we give AI a bank account?

    Should we give AI a bank account?
    Apr 1 2026
    In this episode of Possible, Reid Hoffman and Aria Finger talk with Sean Neville, co-founder of Circle and architect of USDC, about building the financial infrastructure for an AI-driven economy. Now leading Catena Labs, Neville is working on what he calls the first AI-native bank—designed for autonomous agents that can transact, comply, and interact without humans in the loop. The conversation explores what breaks when AI tries to use today’s financial rails, why stablecoins may power machine-to-machine commerce, and why new concepts like “Know Your Agent” could become the foundation of trust in an AI financial system. For more info on the podcast and transcripts of all the episodes, visit https://www.possible.fm/podcast/
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    59 min
  • After SaaS

    After SaaS
    Mar 25 2026
    Is SaaS actually dead or just evolving? Reid and Aria break down why the traditional seat-based software model is under pressure as AI reshapes how products are built, priced, and delivered. They discuss how these fundamental changes have started shifting SaaS software toward customization, token-based economics, and deeply integrated AI systems. The conversation digs into what this change means for engineers, why network effects and customer relationships still matter, and how new moats will emerge as software becomes faster, cheaper, and more dynamic than ever before. For more info on the podcast and transcripts of all the episodes, visit https://www.possible.fm/podcast/
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    21 min
  • Humans secretly prefer AI writing

    Humans secretly prefer AI writing
    Mar 18 2026
    Reid and Aria unpack three emerging fault lines in the AI era: where real power sits in the AI stack, how AI is reshaping human creativity, and whether governments could ultimately treat AI as critical national infrastructure. Reid responds to Jensen Huang's "five-layer cake" framing of AI, arguing that while compute, infrastructure, and models carry geopolitical weight, the greatest economic value tends to emerge at the application layer. The episode then turns to a broader debate over a viral NYT experiment that pitted humans against AI writing. Reid and Aria close by examining Palantir CEO Alex Karp's warning about AI nationalization, weighing the tensions between innovation, national security, and democratic values as AI becomes foundational technology.
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    24 min
  • The AI Kept Choosing War

    The AI Kept Choosing War
    Mar 11 2026
    Reid and Aria unpack new research on AI decision-making in simulated nuclear crises—and what it reveals about the limits of machine reasoning. They explore why frontier models consistently escalated to nuclear conflict in war game scenarios, and what that says about the enduring importance of human judgment. Then Reid examines the rise of software agents that can be hired like employees, and the broader shift from hourly labor toward ownership and leverage in the AI economy. The episode closes with Reid and Aria debating AI-powered manufacturing—why automation may be the only viable path to rebuilding U.S. industrial capacity, and why embracing AI-amplified industries is essential for long-term competitiveness.
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    34 min
  • How Notion rebuilt for the age of AI

    How Notion rebuilt for the age of AI
    Mar 4 2026
    In this episode of Possible, Reid and Aria talk with Ivan Zhao, co-founder of Notion, about what happens when intelligence becomes abundant rather than scarce. Zhao shares his philosophy of treating computing as a material — like steel or steam — and why organizations must be built for human scale in an AI-driven world. From Renaissance cities to Xerox PARC, the conversation traces a shift from productivity software to cognitive infrastructure, and arrives at a clear conclusion: in an AI-powered future, human judgment, taste, and values matter most. For more info on the podcast and transcripts of all the episodes, visit https://www.possible.fm/podcast/
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    1 ora e 1 min
  • Network effects, AI medicine, and the fight for free speech

    Network effects, AI medicine, and the fight for free speech
    Feb 25 2026
    In this episode, Reid and Aria are live from New York as they unpack why predictions about the “death” of San Francisco and New York keep missing the mark and how network effects continue to anchor these cities as the world’s leading tech and finance hubs. Reid also shares advice for young founders choosing where to build and explains how to align your startup with the right economic network by breaking down lessons from companies like Shopify and Spotify that scaled outside Silicon Valley. The conversation then shifts to the future of AI in biotech as Reid offers an update on Manas AI and why curing disease hinges on regulation as much as technological breakthroughs. The episode closes with a candid discussion on media, political pressure, and the dangers of “pre-obeying” authority. Reid reflects on free speech, institutional courage, and what a volatile post-midterm landscape could mean for American democracy.
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    23 min