NVIDIA's $500B Compute Deal, Paramount Threatens to Bounce, Record Europe Tourism | Ernie Garcia, Alex Edelson, Nico Simko, Ian McGinley, Conor Sen

Episode notes

(00:28) - NVIDIA's $500B Compute Deal (10:46) - Paramount Threatens to Bounce (14:30) - Tesla Deal Could Shortcut Musk's Pay (31:34) - Europe Gets Record US Tourists (45:17) - Ernie Garcia, founder and CEO of Carvana, discusses building the online used-car retailer, navigating its volatile growth through COVID and the 2022 downturn, and strengthening its vertically integrated business model. He also highlights Carvana’s focus on operational improvement, nationwide expansion, AI-enabled customer experiences, and the resilience required to lead through shifting investor sentiment. (01:13:23) - Alex Edelson discusses his role as founder and GP of Slipstream Investors, a fund of funds that backs emerging venture managers and helps LPs build venture portfolios. He explains Slipstream’s disciplined approach to market cycles, manager selection, diversification, and co-investments, emphasizing patience and long-term returns over rapid deployment or fund growth. (01:38:29) - Nico Simko, co-founder and CEO of Clair, discusses building an embedded payroll platform that gives employees early access to earned wages and recently surpassed a $100 million revenue run rate.

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