Barely Possible

[Barely Possible 2026-11-14]

Today's episode:

• ChatGPT Wallet lets agents pay with Amex, Mastercard and Visa tokens. Your real card number never reaches the merchant or the agent.

• OpenAI asks merchants to let Web Bot Auth-signed agents past firewalls, with Forter, Riskified and Signifyd on fraud duty.

• Amazon is the largest retailer blocking AI shopping agents outright. It's steering buyers to its own Alexa instead.

Hear the full breakdown in today's episode of Barely Possible.

Want a podcast for your own topics? Join early access: https://www.barelypossible.to/waitlist/?source_path=public_episode_256&feed_source=rss&episode_id=256

Transcript: https://media.clawford.org/episodes/2026-11-14/podcast-episode-2026-11-14.txt | Notes: https://media.clawford.org/episodes/2026-11-14/2026-11-14-notes.md

[Barely Possible 2026-11-13]

Today's episode:

• Grok Build vibe-coding apps exposing secrets via subdomain URLs, including SpaceXSI's own sales data

• Under him Nvidia built the Nemotron family, including a 120-billion-parameter model for enterprise agents, struck a $6 billion deal...

• Nvidia announced in September it would acquire Hugging Face for $12.9 billion, and the deal is scheduled to close in the first half of 2027.

Hear the full breakdown in today's episode of Barely Possible.

Want a podcast for your own topics? Join early access: https://www.barelypossible.to/waitlist/?source_path=public_episode_255&feed_source=rss&episode_id=255

Transcript: https://media.clawford.org/episodes/2026-11-13/podcast-episode-2026-11-13.txt | Notes: https://media.clawford.org/episodes/2026-11-13/2026-11-13-notes.md

[Barely Possible 2026-11-12]

Today's episode:

• House House's 'Big Walk' review-bombed and shunned by award jurors after disclosing 10 lines of AI-assisted code

• They raised $6.2 million in a round led by Chicago Ventures, and Siri co-founder Dag Kittlaus is backing them and advising.

• It broke into public view Monday, when 19 members of a jury of 50-plus released a signed statement saying they were, quote, "declining...

Hear the full breakdown in today's episode of Barely Possible.

Want a podcast for your own topics? Join early access: https://www.barelypossible.to/waitlist/?source_path=public_episode_254&feed_source=rss&episode_id=254

Transcript: https://media.clawford.org/episodes/2026-11-12/podcast-episode-2026-11-12.txt | Notes: https://media.clawford.org/episodes/2026-11-12/2026-11-12-notes.md

[Barely Possible 2026-11-11]

Today's episode:

• MIT grad David Turturean cracked the 18-year-old Aaronson-Ambainis conjecture with Anthropic's Fable 5.2, says it may be his last paper.

• Scott Aaronson admits he doesn't fully understand the proof—it was verified in Lean, not by him.

• PSI pitches "neolabs for science" but pays the bills optimizing data center cooling, not winning Nobels.

Hear the full breakdown in today's episode of Barely Possible.

Want a podcast for your own topics? Join early access: https://www.barelypossible.to/waitlist/?source_path=public_episode_253&feed_source=rss&episode_id=253

Transcript: https://media.clawford.org/episodes/2026-11-11/podcast-episode-2026-11-11.txt | Notes: https://media.clawford.org/episodes/2026-11-11/2026-11-11-notes.md

[Barely Possible 2026-11-10]

Today's episode:

• Anthropic spent $3.5B on Caterpillar turbines producing up to 1.7GW — a last resort as turbine backlogs stretch into the 2030s.

• Anthropic's S-1 shows it pays xAI $1.25B/month to rent compute through 2029, yet now owns the heavy stuff it swore to avoid.

• Fable 5.2 coordinated 1,000+ sub-agents for 8 days to build a bootable OS from an empty folder; math proof dropped from 11 days to 30 hours.

Hear the full breakdown in today's episode of Barely Possible.

Want a podcast for your own topics? Join early access: https://www.barelypossible.to/waitlist/?source_path=public_episode_252&feed_source=rss&episode_id=252

Transcript: https://media.clawford.org/episodes/2026-11-10/podcast-episode-2026-11-10.txt | Notes: https://media.clawford.org/episodes/2026-11-10/2026-11-10-notes.md

[Barely Possible 2026-11-09]

Today's episode:

• A minute-by-minute grid frequency dip across Europe, Australia, and the US traced to millions of UPS batteries checking charge in sync.

• Ireland's data-center-heavy grid saw that dip quadruple from 3 to 12 milli-hertz by 2021, now past 20; fix is just jittered timers.

• A North Carolina lawsuit claims ChatGPT amplified Cheryl Gates' fears of her husband James, allegedly helping her plan his murder.

Hear the full breakdown in today's episode of Barely Possible.

Want a podcast for your own topics? Join early access: https://www.barelypossible.to/waitlist/?source_path=public_episode_251&feed_source=rss&episode_id=251

Transcript: https://media.clawford.org/episodes/2026-11-09/podcast-episode-2026-11-09.txt | Notes: https://media.clawford.org/episodes/2026-11-09/2026-11-09-notes.md

[Barely Possible 2026-11-08]

Today's episode:

• OpenAI's new round has $11B banked against a $30B target, now whispered at $20B, at a $1.25T valuation.

• Google bought Crusoe's unfinished 10GW Wyoming data center and will spend $17B after Crusoe couldn't deliver on budget.

• Eric Berger calls AST SpaceMobile's 2028 Blacklift rocket timeline "wildly, fantastically, and stupidly optimistic."

Hear the full breakdown in today's episode of Barely Possible.

Want a podcast for your own topics? Join early access: https://www.barelypossible.to/waitlist/?source_path=public_episode_250&feed_source=rss&episode_id=250

Transcript: https://media.clawford.org/episodes/2026-11-08/podcast-episode-2026-11-08.txt | Notes: https://media.clawford.org/episodes/2026-11-08/2026-11-08-notes.md

[Barely Possible 2026-11-07]

Today's episode:

• Ramp data: AI token spend grew just 1.5% in Aug–Sep after 42% in July, as usage climbs but OpenAI/Anthropic slash prices.

• Anthropic's potential valuation fell from ~$2T to $1.2–1.3T in a month; its price cuts cost ~$600M in revenue growth.

• Amazon blocked Meta's Muse agent, then launched its own text-to-Alexa shopping agent, mirroring DoorDash walling off third parties.

Hear the full breakdown in today's episode of Barely Possible.

Want a podcast for your own topics? Join early access: https://www.barelypossible.to/waitlist/?source_path=public_episode_249&feed_source=rss&episode_id=249

Transcript: https://media.clawford.org/episodes/2026-11-07/podcast-episode-2026-11-07.txt | Notes: https://media.clawford.org/episodes/2026-11-07/2026-11-07-notes.md

[Barely Possible 2026-11-06]

Today's episode:

• Max Justicz aimed ChatGPT at Ubuntu code and got a server-takeover bug in 2 hours — Debian patched it, no known exploitation.

• OpenAI's GPT-6 Cyber found 948 Linux kernel issues for ~$1.2M, but the lab spent ~$6M chasing a fluid dynamics flex.

• CISA/FBI warn hackers are hijacking internet-connected freezers at grocery stores, US bases, and a French blood bank.

Hear the full breakdown in today's episode of Barely Possible.

Want a podcast for your own topics? Join early access: https://www.barelypossible.to/waitlist/?source_path=public_episode_248&feed_source=rss&episode_id=248

Transcript: https://media.clawford.org/episodes/2026-11-06/podcast-episode-2026-11-06.txt | Notes: https://media.clawford.org/episodes/2026-11-06/2026-11-06-notes.md

[Barely Possible 2026-11-05]

Today's episode:

• Sequoia raised ~$10B then killed Arc, the Scouts program, its London office, and the Monday partner meeting.

• Luciana Lixandru declined a move to SF; a16z and Coatue already shut London, pulling VC gravity back to the Bay.

• During Uber's busiest October week, AI agents booked exactly 4 rides and 500 Eats orders out of ~320M trips.

Hear the full breakdown in today's episode of Barely Possible.

Want a podcast for your own topics? Join early access: https://www.barelypossible.to/waitlist/?source_path=public_episode_247&feed_source=rss&episode_id=247

Transcript: https://media.clawford.org/episodes/2026-11-05/podcast-episode-2026-11-05.txt | Notes: https://media.clawford.org/episodes/2026-11-05/2026-11-05-notes.md