If/Then
If/Then

If/Then

Stanford GSB

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How do we lead with purpose, make better decisions, and navigate an uncertain future? On If/Then, Stanford GSB faculty break down cutting-edge research on leadership, strategy, and more, exploring enduring questions and the forces reshaping business and society today, from AI to geopolitics. Hosted by senior editor Kevin Cool.

Recent Episodes

What AI Can’t Do — And Why
JUN 25, 2026
What AI Can’t Do — And Why
“Humans manage to do so much with surprisingly little,” says Douglas Guilbeault, an assistant professor of organizational behavior at Stanford Graduate School of Business. “Whereas AI, by comparison, is doing relatively little, but with so much power, so much compute, so many resources, and by comparison, relatively fewer constraints.”On a bonus episode of the If/Then podcast, Guilbeault describes the implications of his recent work. Although he readily acknowledges that AI is “increasingly able to do quite a lot,” Guilbeault and his colleagues believe they have identified a key principle that distinguishes human intelligence from machine intelligence — and one which illuminates the limitations of machine thinking. Although some researchers and AI boosters believe both humans and AI learn via optimization, Guilbeault and his colleagues have shown that another process more accurately captures how people distill the seemingly infinite complexity of the world and act based on limited information. “You encounter a lot of noise, a lot of chaos, a lot of randomness,” Guilbeault says. “We somehow figure out how to make meaning and establish strong understandings from within that.”What limitations have you encountered in your work with AI? Share your story with us at [email protected] Content:Douglas Guilbeault faculty profileRead "A Simple Threshold Captures the Social Learning of Conventions" hereChapters:00:00:00 Introduction00:01:40 Why human learning matters for AI00:05:03 Satisficing and the limits of optimization00:06:41 Why LLMs learn differently from humans00:09:58 The stakes of AI hype00:13:11 “Humanity has had a good run”00:15:19 Intuition, insight, & conceptual leaps00:17:38 Beyond statistics: metaphor, vibes, & reasoning00:19:39 A simple rule for social learning00:21:18 Is there a ceiling for AI?00:23:00 Randomness, disorder, & the path to insight00:25:00 What an optimization mindset leaves out00:27:54 Conclusion If/Then, from Stanford GSB, features conversations with faculty that explore how their research deepens our understanding of business and leadership. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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28 MIN