The grid(lock) slowing AI down

The grid(lock) slowing AI down

From Possible by Reid Hoffman

April 15, 2026 · 28 min

About this episode

Reid and Aria discuss the evolving landscape of AI, its integration into everyday devices, and the implications for trust in institutions.

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.

People in this episode

Host: Reid Hoffman

Guest: Aria

Topics covered

  • AI infrastructure
  • device integration
  • geopolitical risks
  • trust in institutions
  • personalization in AI

Keywords

  • AI
  • infrastructure
  • Google Gemini
  • ChatGPT
  • trust
  • personalization
  • geopolitical risks

Mentioned in this episode

Organizations: Google, U.S. capital

Products: Gemini, ChatGPT

More episodes of Possible

Explore listener stats, chart rankings, contacts and more on the Possible podcast page.